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FirstWrap
When to use FirstWrap
For clients with sophisticated needs
FirstWrap has been designed for investors who require tailored investment portfolios across various asset types from shares to managed funds to unlisted property.
In addition to comprehensive investment choice, other features include tax parcel management, portability of assets within the custodial structure, and manual registry of external assets.
Ideal for clients with SMSFs
FirstWrap’s comprehensive income and tax reporting reduces the administrative and accounting burden of SMSFs. This gives you more time to see clients and develop strategies for them.
A solution for clients with direct shares
FirstWrap offers your clients access to a wide range of ASX-listed securities, including shares and exchange traded options. FirstWrap’s custodial structure allows retained ownership of existing investments1 and provides for your clients’ tax management needs.
This means you can extend the range of services you provide to clients with existing share portfolios or clients who wish to use direct shares in their investment portfolio.
1 For FirstWrap Investments only