Wealth Package Plus - FAQ

Benefits | Further Information | FAQ

1. Am I Eligible for the Wealth Package Plus?

   To qualify for Wealth Package Plus, you must meet the following eligibility criteria:

• You must have, or apply for and be granted, a minimum of $150,000 in holdings where holdings refers to the sum of bank deposits, investments or lending in which you are an accountholder or borrower (excluding general and life insurance premiums or policies, business accounts, family investment companies, family investment trusts and loans in which you are a guarantor) with the Commonwealth Bank Group.
• The principal component of your household income must be deposited to a Viridian Line of Credit or a transaction account with the Commonwealth Bank.
• You must maintain a minimum of $100,000 in holdings where holdings refers to the sum of bank deposits, investments or lending in which you are an accountholder or borrower (excluding general and life insurance premiums or policies, business accounts, family investment companies, family investment trusts and loans in which you are a guarantor) with the Commonwealth Bank Group.
• You must pay an annual fee, currently $495 (this can be paid by any Commonwealth Bank credit card or Commonwealth Bank transaction account).

2. Are there any ongoing eligibility requirements?

   Yes. During this Agreement you must:

• Maintain a minimum of $100,000 in holdings where holdings refers to the sum of bank deposits, investments or lending in which you are an accountholder or borrower (excluding general and life insurance premiums or policies, business accounts, family investment companies, family investment trusts and loans in which you are a guarantor) with the Commonwealth Bank Group.
• Continue to deposit the principal component of your household income to a Viridian Line of Credit or a transaction account with the Bank.

  If these requirements are not met, the Bank may choose to cancel the agreement with you.

3. How do I apply for Wealth Package Plus?

   You can apply in one of the following ways:

• Contact your Premium Business Services Relationship Manager.
• Call us on 13 24 35 from 8am to 6pm (EST) Monday to Friday.

4. What is the annual fee for the Wealth Package Plus?

   $495 (inclusive of GST) which is paid annually in advance and is charged to your nominated Commonwealth Bank credit card or Commonwealth Bank transaction account.

5. How much could I save with the Wealth Package Plus?

   Savings may be well in excess of the $495 annual package fee. To find out how much you could save, you can use the savings calculator by clicking on the link above.

6. Is my wife / husband eligible to receive the benefits of the Wealth Package Plus too?

   Yes. Any married or de facto spouse/partner, any family investment company of which you are a director, or family investment trust of which you are a beneficiary shall be entitled to the concessions and benefits from the Commonwealth Bank Group, (except the Platinum MasterCard, Gold Credit Card and Loan Protection Insurance benefits).

7. Where do I send my application form?


After completing your application form, please send it to:



Commonwealth Bank of Australia
Packages Team
PO Box 3102
Brisbane QLD 4001

8. Who can I contact for help?

Please contact us on 13 24 35 between 8am and 6pm (EST) Monday to Friday , contact your Relationship Manager or call into any branch of the Bank.