Superannuation & Pensions
The PortfolioCare platform offers a simple and convenient way to build and manage your retirement savings by combining a range of investments in a single superannuation account. By wrapping your cash and managed investments, with shares available through some products, into a single account you'll enjoy consolidated reporting and continuous online account information, making it easy to track and manage your portfolio. Superannuation clients can also access a range of insurance options.
PortfolioCare offers two products:
- PortfolioCare eWRAP - Super/Pension
- PortfolioCare Super/Pension Service
Important information
PortfolioCare Elements Super and Pension closed to new members and new accounts on 17 October 2016.
Existing investors of PortfolioCare Elements
can continue to invest and/or make contributions to their account.
For any questions regarding your PortfolioCare Elements account, please contact your financial adviser or the Customer Relations Team on 1800 646 234.
Portfolio holdings disclosure
Portfolio holdings information for investment options offered by the Wealth Personal Super and Pension Fund
Learn moreAnnual member outcomes
Review the Wealth Personal Super and Pension Fund Annual Outcomes Assessment provided by the trustee.
Trustee Information
N.M. Superannuation Proprietary Limited is the Trustee of Wealth Personal Superannuation and Pension Fund. Some investment options are subject to the APRA Annual Performance Test (APT). Visit our Trustee Communication Page to view the results of the APT for the year 30 June 2024.
Investments
PortfolioCare eWRAP Investment provides you with easy access to a wide range of cash, managed investments, term deposits and shares. Along with streamlined administration, you'll benefit from extensive online reporting, giving you and your financial adviser more visibility and control of your investments.
Important information
PortfolioCare Elements Investment closed to new investors and new accounts on 17 October 2016.
PortfolioCare Investment Service closed to new investors and new accounts on 11 October 2024.
Existing investors of PortfolioCare Elements Investment and PortfolioCare Investment Service can continue to invest and/or make contributions to their account.
For any questions regarding your PortfolioCare Elements Investment account or your PortfolioCare Investment Service account, please contact your financial adviser or the Customer Relations Team on 1800 646 23.
Investments documents & downloads
Contact us
Standard Hours
Monday to Friday 8.30am – 6pm (Sydney time)
What you need to know
It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement and Target Market Determination before deciding what’s right for you. This information hasn’t taken your circumstances into account.
Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you.
All information on this website is subject to change without notice.
The issuer of PortfolioCare Super is N. M. Superannuation Proprietary Limited and the issuer of PortfolioCare Investments is NMMT Limited.
NMMT Limited has elected to shorten the maximum period by which an exit statement must be given in respect of PortfolioCare Investment Service and PortfolioCare Elements – Investment from six months to one month from the date an investor ceases to hold the product. The effect of this election is that exit statements given to investors who exit PortfolioCare Investment Service or PortfolioCare Elements – Investment from 1 December 2017 will contain information about fees and other costs that complies with the enhanced fee disclosure requirements as set out in Regulatory Guide 97 issued by the Australian Securities and Investments Commission (ASIC).
®PortfolioCare is a registered trademark of Hillross Financial Services Ltd ABN 77 003 323 055.