WRAP Accounts

Often a WRAP account can provide a low cost, low maintenance solution to clients who are considering running their own super funds. 

 A WRAP has many similarities to SMSF. They allow for wholesale market Term Deposits  interest rates, trading in direct share investments, access to IPO’s  and hundreds of wholesale Managed Funds. WRAPS offer control and ease of management, without the burden of Trustee obligations and compliance.  They also offer potential tax advantage because there is no sharing of tax credits with other members.

 A WRAP is simply an umbrella account, or an IT platform which houses your investments and enables reporting, handles Tax Returns and all Compliance and accepts the role of Trustee; all for the one low fee.

There are literally dozens of WRAP 's available on the market. We make recommendations based on your account size, cost, diversifiaction and functionality.

Shifting from Super to Pension inside a WRAP is also cost effective and easy for clients.

Wrap accounts are generally only available if you invest through a registered financial adviser.  We can show you if a WRAP service is more relevant to your needs.

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