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Contact Netwealth

Phone - 1800 888 223

Address - PO Box 336, South Melbourne VIC 3205

Website - https://www.netwealth.com.au/

Type	Investment Superannuation
Updated	Daily SMA Available
Supported Products	See Full Supported Products List EPI Product Name EPI Product Code Netwealth Superannuation Master Plan NWTH0001 Netwealth Allocated Pension Plan NWTH0002 Netwealth Term Allocated Pension NWTH0003 Netwealth Transition to Retirement Pension NWTH0004 Netwealth Employer Super NWTH0010 Netwealth Freelance Consulting Services NWTH0017 Netwealth 2020 Financial Services NWTH0027 Netwealth Caputo Formwork NWTH0031 Netwealth Australian Share Fund NWTHAUST Netwealth Balanced Fund NWTHBALA Netwealth Conservative Growth Fund NWTHCONS Netwealth Growth Fund NWTHGROW Netwealth High Growth Fund NWTHHIGH Netwealth International Share Fund NWTHINTE Netwealth Property Share Fund NWTHPROP Netwealth Wrap Service NWTHWRAP Russell Investment Super Series – Netwealth Personal Super NWTH0032 Russell Investment Super Series – Netwealth Standard Income Stream NWTH0033 Russell Investment Super Series – Netwealth Term Allocated Pension NWTH0034 Russell Investment Super Series – Netwealth Transition to Retirement Income Stream NWTH0035 Russel Investment Wealth Series – Netwealth Wrap Service NWTH0036 Netwealth Personal Super - Super Accelerator Plus NWTH0050 Netwealth Personal Super - Super Accelerator Core NWTH0051 Netwealth Personal Super - Super Wrap NWTH0052 Netwealth Standard Income Stream - Super Accelerator Plus NWTH0053 Netwealth Standard Income Stream - Super Accelerator Core NWTH0054 Netwealth Standard Income Stream - Super Wrap NWTH0055 Netwealth Term Allocated Pension - Super Accelerator Plus NWTH0056 Netwealth Term Allocated Pension - Super Accelerator Core NWTH0057 Netwealth Term Allocated Pension - Super Wrap NWTH0058 Netwealth Transition to Retirement Income Stream - Super Accelerator Plus NWTH0059 Netwealth Transition to Retirement Income Stream - Super Accelerator Core NWTH0060 Netwealth Transition to Retirement Income Stream - Super Wrap NWTH0061 Netwealth Employer Sponsored Super - Super Accelerator Plus NWTH0062 Netwealth Employer Sponsored Super - Super Accelerator Core NWTH0063 Netwealth Employer Sponsored Super - Super Wrap NWTH0064 Netwealth Wrap Services - Wealth Accelerator Plus NWTH0065 Netwealth Wrap Services - Wealth Accelerator Core NWTH0066 Netwealth Wrap Services - Investment Wrap NWTH0067 Netwealth XWrap Non-Custodial Service NWTH0068
Available Information	Investment Details: Unit Balance Transactional Data (including purchases, redemptions and distributions). Superannuation Details: Product name Start Date Account Number

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Netwealth Registration

🚧Important🚧

Netwealth is currently phasing out forms, so please follow the Wealth Exchange process to register your datafeed.

Log in to Netwealth Wealth Exchange Use your adviser login to access the platform.

Download the Datafeed Registration Form
- Navigate to the adviser portal and download the Datafeed Registration Form.
- Tick the relevant box to manage datafeeds either in bulk or at an individual level.

📌 Form attached at the bottom of screen

Submit the Form
Upload the completed form via the document uploader (top-right of your adviser dashboard) or under Activities & Tasks.
Confirmation & Setup
- Once processed, you will see AdviserLogic listed as a provider under:
  Business Settings > Data Feeds > Settings.
- From here, you can search and select specific clients to set up their datafeed.

Navigate to the Wealth Exchange Page - From the online portal, go to Business Settings > Wealth Exchange.

Select AdviserLogic - Scroll through the available data integrations and select AdviserLogic.

Subscribe to the Integration - Click the Subscribe button next to AdviserLogic to activate the integration.

Access Data Integrations - Once subscribed, navigate to Business Settings > Data Integrations.

Refresh Data Integration - Select the desired integration, then use the right-hand panel to refresh the integration for individual or bulk adviser codes.

Proceed to Stage 2

Stage 2

Setup Datafeed in AdviserLogic

When you have the current datafeed credentials, follow the Setup Datafeed Instructions for AdviserLogic.

Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

Select Netwealth from the drop-down menu. Then enter the stored credentials in the required fields and Save.

Enter the Netwealth Credentials from the previous stage.

💡Tip

The code must consist of 6 digits, including any leading zeros. If the code starts with "0", it should still be included.

Example: 001234 (not 1234)

The datafeed should be live within 72 hours. Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.
The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

💡Tip

It is a good idea to determine the code's expiry date from your provider and set a task for the following year to prevent datafeed interruptions.

If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as this is created by AdviserLogic after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.

Contact your CSM for more information on License Types.