How can I deposit to a Wealth Accelerator Account?

The guide provides detailed instructions for making deposits into Netwealth accounts using various methods, including Electronic Funds Transfer (EFT), BPAY, direct debit, and SuperStream for Self Managed Super Fund accounts. 

Please follow these instructions to ensure that deposits to your account can be processed in the most accurate and efficient manner.   

Method	Payment	Other Requirements
Electronic funds transfer (EFT) / OSKO If you know your account number.	Bank: ANZ BSB number: 013 993 Account no: 999 followed by your Netwealth account number Reference: Your account name	Example: to make an EFT deposit for Paul Smith with Netwealth account number WRAPXXXXXX enter details as follows: BSB number: 013 993 Account no: 999XXXXXX Reference: Paul Smith Note: Your financial institution may offer EFT transfers using OSKO, these payments are almost immediately deposited into your Wealth Accelerator account. Check with your financial institution for more information on OSKO and any transfer limits. Note: Replace X with actual account numbers.
Electronic funds transfer (EFT) or direct branch deposit For a new application where you do not have an account number.	Bank: ANZ BSB number: 013 030 Account no: 838 160 198 Account name: Netwealth Wrap Applications Reference: Your account name	It is prudent that any deposit made in branch is supported with an email sent to [e-mail] that includes all the information of the deposit, including the account number it is to be allocated to and for superannuation accounts, the contribution type.
BPAY	Biller Code: 21204	Each client has a unique BPAY Customer Reference Number (CRN). This can be found on the Netwealth Website, on periodic statements or by contacting Netwealth. You can check what details you need to use for the BPAY payments by logging into the Netwealth website and navigating to Portfolio page > Holdings > Help & Guide > How to Deposit, which will show you both the biller code applicable and your own unique Customer Reference Number (CRN).
Direct debit*	One-off direct debits or a regular savings plan.	'Direct debit request' - to request a one-off or ad-hoc direct debit from your bank account; AND/OR (if required) 'Regular savings plan' form - to commence a regular savings plan. You can remove a regular savings plan online under transactions > deposit & contribute > savings plan. Please note once the savings plan has commenced it cannot be edited, only removed and readded via the portal provided there is a regular savings plan bank account on file.
Self Managed Super Fund accounts SuperStream Employers Only	Bank: ANZ BSB number: 013 993 Account no: 999 followed by your Netwealth account number Reference: Same as SuperStream contribution message	Example: to make a SuperStream contribution for an SMSF account with Netwealth account number WRAPXXXXXX and ABN XX XXX XXX XXX send the SuperStream contribution message to: ESA: netwealthsmsf ABN: XXXXXXXXXXX Member ID: WRAPXXXXXX For payment use: BSB number: 013 993 Account no: 999XXXXXX Reference: Same as SuperStream contribution message Note: Replace X with actual account numbers.

*If you do not have an adviser and have an individual, joint, sole trader or partnership account, you will not be able to Direct Debit into your Netwealth Wealth Accelerator account.

How do I contribute if I am overseas?

For clients who are wishing to make a contribution or deposit from overseas, the below bank information will need to be provided:

Bank	ANZ Banking Group Ltd
Address	55 Collins Street, Melbourne VIC 3000, Australia
Swift Code	ANZBAU3M
BSB	013-030
Account No	838 160 198
Account Name	Netwealth Investments Ltd - Application Account

Netwealth can only accept wired transfers. Netwealth does not accept Automated Clearing House (ACH).

How do I find my personal deposit details?

You can find the individualised details for your account on the Netwealth website. 

Once you're logged in, navigate to Portfolio, select the account and click the button "Deposit" in the top right-hand corner.   

How do I fill out the direct debit request form?

The 'Direct Debit Request' form provides authority to Netwealth to arrange for any amount Netwealth Investments Limited may debit or charge you from an account held in the specified financial institution to the specified Netwealth account. The financial institution account signatories must sign this form, not necessarily the Netwealth account signatories if these are not the same.

How do I set up, edit or delete a regular savings plan?

To set up:

1. Submit the the 'Regular Savings Plan' form to add the bank account to the Netwealth account.
2. Once approved, log in to the Netwealth online portal, and navigate to Transactions > Deposit & Contribute > Savings Plan.
3. Fill in the details including the monthly deposit amount, date to begin, adviser fees (if applicable), date to cease.
4. Review the summary and confirm.

To edit or delete:

1. Log in to the Netwealth online portal, and navigate to Transactions > Deposit & Contribute > Savings Plan.
2. Adjust the required details, or select 'I wish to cancel the existing savings plan'. 
3. Review the summary and confirm.

If you have click 'I wish to cancel the existing savings plan' this will override any other instructions provided.