Resources
For more information on the JBWere resources below, please email our Investor Services team or call us on 1800 812 267 or +61 3 9906 5075 from outside Australia.
-
The JBWere Multi-Asset Platform is our central offering for our Private Wealth Management clients. It provides you with access to a comprehensive range of products and services including:
- Advisory services
- Investment advice
- Asset allocation
- Strategic Financial Planning
- Execution and settlement of trades
- Custody and administration of assets
- An Investor Directed Portfolio Service
- Consolidated portfolio reporting
- Discretionary and managed portfolio solutions
Key documents
MAP Fees and other costs - Part 2
Multi-Asset Platform Financial Services Guide
Additional information
- Advisory services
-
The JBWere Cash Account is designed to be used as a transactional cash hub and the centre of your investment related transactions in connection with your JBWere Multi-Asset Platform account. It lets you and your adviser have a clear view of the money you hold in relation to the JBWere Multi-Asset Platform, making it quicker and easier for you to act on investment decisions.
There are no establishment fees for opening an account and you will earn a competitive return on your entire account balance.
The current interest rate is 0.11% p.a.^
Changes to the JBWere Cash Trust Interest Rate - 4 November 2020
^This interest rate is payable net of management costs (which vary up to 0.70% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.
Last updated: 4 November 2020
Disclosure information
Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. Accordingly, before making a decision to invest in the JBWere Cash Account, you should consider the documents below and assess whether it is appropriate in light of your own financial circumstances, or contact your adviser.
- JBWere Cash Account Information Statement
- JBWere Cash Account Terms of Facilities
- NAB Professional Funds Account Terms and Conditions
- MAP Service Guide - Part 1
- MAP Fees and other costs - Part 2
If you have further questions, speak to your adviser or refer to JBWere Cash Account - Answering your questions.
Forms to manage your account
-
The JBWere Cash Trust ARSN 160 854 227 (Cash Trust) has been closed to new investors. At the unitholders’ meeting of the Cash Trust held on 18 March 2021, unitholders approved a resolution to terminate the Cash Trust.
The current interest rate is 0.01% p.a.^
If you are a current investor and require further information, please contact our Investor Services team on 1800 812 267.
Changes to the JBWere Cash Trust Interest Rate - 16 September 2019
Changes to the JBWere Cash Trust Interest Rate - 4 March 2020
Changes to the JBWere Cash Trust Interest Rate - 20 March 2020
Changes to the JBWere Cash Trust Interest Rate - 4 November 2020
^This interest rate is payable net of management costs (which vary up to 0.90% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.
Key documents
Fund Payment Notice September 2018
Fund Payment Notice December 2018
Fund Payment Notice March 2019
Fund Payment Notice September 2019
Fund Payment Notice December 2019
Fund Payment Notice March 2020
Fund Payment Notice September 2020
Fund Payment Notice December 2020
Fund Payment Notice March 2021
Forms to manage your account
Cash Trust Account Nomination Form
Cash Trust Additional Facilities Form
Cash Trust Additional Signatories Form
-
Our Broking and Execution service gives you access to investment advice and trade execution across ASX-listed securities and Exchange Traded Options (ETOs). Trade execution, clearing and settlement for the service is provided by WealthHub Securities Limited.
Investments accessible via this service include:
- ASX Equities
- ASX Warrants
- ASX Partly Paid Securities
- ASX Exchange Traded Funds
- ASX Exchange Traded Options
You will also have access to your online account to view your investment portfolio and transactions, research and model portfolios.
Important Notice
WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704 (‘WealthHub Securities’) is a Market Participant of the Australian Securities Exchange Limited (‘ASX’) and Chi-X Australia Pty Ltd (‘Chi-X’) and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (‘NAB’). NAB does not guarantee the performance or obligations of WealthHub Securities or the products or services WealthHub Securities offers. The JBWere Exchange Traded Options Product Disclosure Statement (PDS) can be downloaded from this page. The PDS is issued by WealthHub Securities Limited. The information contained in the PDS has been prepared without taking into account your investment objectives, financial situation or needs. Before making a decision to invest in Exchange Traded Options you should consider the PDS and assess whether ETOs are appropriate for you in light of your own financial circumstances.Key documents
Appointing an Authorised Person
JBWere Client Identification Documents
WealthHub Financial Services Guide for JBWere Clients
WealthHub Best Execution Policy
JBWere Exchange Traded Options Product Disclosure Statement (ETO PDS)
- ASX Equities
-
JBWere Philanthropic Services is a dedicated specialist team established in 2001 to encourage, support and assist the broader community by providing professional strategic advice to individuals, families, companies and for-purpose organisations.
Our team works with a diverse group of donors, from private individuals to some of Australia’s most experienced philanthropic families. We also assist Australian charitable and other ‘for purpose’ organisations to effectively manage their resources to maximise the impact of the wide range of services they provide to the Australian community.
We can be contacted for any queries you may have regarding philanthropic options available to you or any aspect relating to the JBWere Charitable Endowment Fund (CEF).
Key documents
Call us on 1800 812 267