Superannuation & Pensions

    Important information

    • PortfolioCare Elements Super/Pension closed to new members and new accounts on 17 October 2016.
    • PortfolioCare eWRAP Super/Pension and PortfolioCare Super/Pension Service is closed to new members effective 1 April 2025.

    No applications will be accepted for new members. Existing members may continue to invest in PortfolioCare, for more information please see the relevant Product Disclosure Statement.

    Towards the end of 2025 PortfolioCare accounts will be moved to MyNorth Super and Pension (also part of the Wealth Personal Superannuation and Pension Fund).

    For any questions regarding your PortfolioCare account, please contact your financial adviser or the Customer Relations Team on 1800 646 234.

     


    Super/Pension documents & downloads

    Portfolio holdings disclosure

    Portfolio holdings information for investment options offered by the Wealth Personal Super and Pension Fund.

    Annual 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

    1800 646 234

    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 NMMT Limited ABN 42 058 835 573.