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Can I transfer a portion of my pension account into my accumulation account?

Yes, you can transfer funds from your pension account into an accumulation account with Netwealth.

For existing Netwealth accumulation account holders

Complete the ‘Benefit Payment’ form, and email it to us at contact@netwealth.com.au or post it to us (postal details can be found at the bottom of the form).

For those without a Netwealth accumulation account

You can request to establish an account by completing the ‘Transfer between accounts’ form, and email it to us at contact@netwealth.com.au or post it to us (postal details can be found at the bottom of the form).

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