What is an investment Wrap?

Your investment Wrap account brings all your investments under the one roof - even if they come from different providers. Instead of holding separate accounts with different service providers, you wrap it all up together in a one-stop shop. A Wrap account typically will include shares, managed funds and cash. With some Wrap accounts, you can even include your Ferrari, pearls and Norman Lindsays.

What can go into an investment Wrap account?

With everything in the one Wrap account, you can choose from a range of different reports on either individual investments, or your entire investment portfolio. This is one of the ways a Wrap account can help you stay in control of your investments.

Your investments at a glance.

A Wrap account centralises your investments through an online platform. This means you can access it 24 hours a day and view your portfolio anywhere, any time. You can generally buy and sell shares, transfer money between investments, and switch investments more easily through the centralised platform of a Wrap account.

Your investments at a glance.

The hub of your Wrap account is a cash account for handling your money flows. You can use this for buying and selling investments, depositing distributions or dividends and paying fees and charges.

Wrap accounts are generally only available if you invest through a registered adviser. Many financial advisers recommend a Wrap account because it offers flexibility, investment choice, value, control and ease of management. There may also be tax reasons for considering a Wrap account. Your adviser is the best person to recommend the appropriate Wrap account for you.

Working with your financial adviser.