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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 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 and the JBWere IDPS. 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 0.26% p.a.^

    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 Information Statement and Terms of Facilities and assess whether it is appropriate in light of your own financial circumstances or contact your advisor.

    ^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: 23 March 2020

     

    Key documents

    JBWere Cash Account Information Statement

    JBWere Cash Account Terms of Facilities

    NAB Professional Funds Account Terms and Conditions

    JBWere Cash Account - Answering your questions

     

    Forms to manage your account


    JBWere Cash Account Facilities 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

    Change of Details Form

    JBWere Client Identification Documents

    JBWere Client Agreement

    WealthHub Financial Services Guide for JBWere Clients

    WealthHub Best Execution Policy

    JBWere Exchange Traded Options Product Disclosure Statement (ETO PDS)

    JBWere Financial Services Guide

    Direct Debit Request Service Agreement

  • 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

    Information Memorandum

    CEF Update March 2019

    CEF Flyer

    Additional Donation Form

    Grant Request Form