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What are the requirements for non-custodial assets?

For an asset to be managed non-custodially by Netwealth, it must: 

  • Not be an asset that can be held custodially,
  • Have independent, reliable, periodic valuations readily available to Netwealth,
  • A minimum of $50,000 per asset is required (assets with less will be considered on a case-by-case basis for the initial transition of an account); and
  • Have a minimum lifespan of 18 months.

Can Netwealth accept International Securities not currently on an approved exchange? 

Netwealth may agree to administer these non-custodially if we are able to reliably access valuations for the investment. Alternatively, they can be administered as Adviser Managed assets. 

Can Netwealth accept Physical (real) property?

Direct property is not eligible to be administered by Netwealth as a non-custodial asset, but can be administered as an adviser managed asset.

Can Netwealth accept cash accounts (including CMAs)?

Cash accounts and CMAs cannot be managed non-custodially. They can be administered as adviser managed assets.

Can Netwealth accept derivatives?

Netwealth cannot manage derivatives via the non-custodial service. They can be administered as Adviser Managed assets.

Can Netwealth accept government bonds?

Netwealth cannot manage government issued bonds via the non-custodial service. They can be administered as adviser managed assets. Note that listed government bonds can already by held custodially.

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