The following terms govern your use of the Trellia Wealth Partners website. When you access and use the Trellia Wealth Partners website, you are taken to acknowledge and agree to be subject to the terms set out on the Trellia Wealth Partners website, including the terms set out below, as well as Betashares’ Privacy Policy and any other notices, disclaimers, statements and any other terms contained on other pages of this website (referred to collectively as “the Terms of Use”).

General information only

The information contained on this website is general information only. It does not constitute personal financial advice and should not be relied upon as such. It does not take into account any person’s individual circumstances, financial objectives or needs and does not purport to provide comprehensive information about any matter.

Financial services in respect of Managed Accounts are provided by Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) and InvestSense Pty Ltd (ABN 31 601 876 528), Authorised Representative of Betashares (“InvestSense”). The information contained on this website has been jointly prepared by Betashares Capital Limited and InvestSense.

Investments illustrated by Managed Accounts, including investments in underlying investment funds, are subject to investment risk. None of Betashares Capital Limited, InvestSense, Trellia Wealth Partners Pty Ltd (ABN 20 646 306 167) or any other company in the Betashares Group (referred to collectively as “Betashares”, “we”, “our” and “us”) guarantees the performance the Managed Accounts or underlying funds, or the repayment of capital or any particular rate of return. Past performance is not an indication of future performance.

The information is not an invitation to enter into any legal agreement of any kind. No statement or information in this website constitutes a recommendation, offer or invitation to invest in any investments, securities or products of Betashares.

Investors should obtain a PDS and professional financial advice.

Managed Accounts can be accessed via various investment platforms. Investors should consider their circumstances, the offer document and TMD issued by the relevant platform operator, and the relevant PDS and TMD for any underlying investment.

Betashares is not a tax adviser. Any tax-related information made available on the website should not be construed or relied on as tax advice. Such information is based on current laws and their interpretation, which are subject to change.

You should consult appropriate professional advisers on any legal, stamp duty, taxation and accounting implications of making an investment illustrated by a Managed Account, including investments in underlying investment funds.

The information on this website is provided in good faith and is believed to be accurate at the time of publication. However, the use of this website is at your sole risk. No company in the Betashares Group, nor any director, officer or employee of Betashares or any company in the Betashares Group, makes any representation or warranty as to the quality, accuracy, reliability, timeliness or completeness of any material on this website. Except in so far as liability under any statute cannot be excluded, no company in the Betashares Group or any their respective directors, officers, employees and consultants accepts any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in the material or for any loss, damage or expense (whether direct, indirect, consequential or otherwise) suffered by the recipient or user of the information or any other person.

We may, as a result of your access to this website, hold and process personal information obtained about you. Betashares is committed to maintaining the privacy of any personal data it holds about you and does so in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). Please read Betashares Privacy Policy, which provides more detail about why we collect your information, how we use and disclose such information, and how to contact us or lodge a complaint.

Betashares may from time to time publish information, articles and other material on this website that are written or prepared by third parties who are not employees or representatives of Betashares and are not otherwise associated or affiliated with Betashares. Betashares does not accept any responsibility for the contents or accuracy of any such material, and the opinions expressed in such third party material should not be taken as opinions or recommendations of Betashares. Betashares does not verify the accuracy or completeness of such third party material.

This website may provide links to websites operated by entities by third parties who are not associated or affiliated with Betashares. Betashares does not control or endorse, and is not responsible for, the content of these linked third party websites, and provides hyperlinks to other websites for your convenience only. Any information, opinions, representations or offers made in those linked third party websites are solely the responsibility of the third parties operating those websites and are not made by Betashares. Betashares makes no representation or warranty as to accuracy or reliability of the information in those websites.

This website is owned and operated by Betashares Holdings Pty Ltd ABN 93 136 545 107
(“BHPL”).
Trellia Wealth Partners™ and the Trellia Wealth Partners™ logo are trademarks of Trellia Wealth Partners Pty Ltd.

Unless expressly stated, BHPL is the owner or licensed user of the copyright and any intellectual property rights in any material, design, technology or concept contained on this website. All rights are reserved. You may use the information for your own personal reference only. You may reproduce the information in hard copy solely for your personal use. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, this website or any portion of this website may not otherwise be reproduced, adapted, distributed, displayed, or transmitted to any other person or incorporated in any way into another document or other material, without BHPL’s express written consent.

Content on this website is directed at Australian residents only.

These Terms of Use are governed by and are to be construed in accordance with the laws of New South Wales, Australia. You agree to the non-exclusive jurisdiction of the courts of New South Wales, Australia and any courts which may hear appeals from those courts in respect of any proceedings in connection with these Terms of Use or this website.