Why use an investment Wrap account?

To wrap or not to wrap? Wrap accounts are rapidly growing in popularity. According to latest figures, around 70% of Australian investments now go through Wrap. An investment Wrap account helps you stay in control of your investments by bringing them together in the one account. It offers flexibility, simplicity and value.

Get the rap on Wrap

Simplify

Avoid the paperwork overload of separate accounts. With a Wrap account you can choose from a range of consolidated reports, making life simpler at tax time.

Wrap and tax

Unify

It's hard to stay in control when your investments are scattered around the place. With all your investments in the one place, you can easily manage your entire portfolio and keep track of the big picture.

Your investments at a glance

Access 24/7

Managing your Wrap account is easy because you can go online and find all your investments in the one account. You can access reports 24/7 online.

Value

One of the benefits of an investment Wrap is that you can buy managed funds at wholesale rates. The management fees for these wholesale managed funds are much lower than if you invest in the same funds outside of Wrap.

What can go into an investment Wrap account?

Diversify

With the help of your financial adviser, you can mix and match your investments from a wide choice of funds and aim to lower your investment risks and increase the potential for higher returns.

What can go into an investment Wrap account?

Find out more about Wrap

Find a financial adviser using BT's Adviser Referral Program.
Learn about BT's Wrap accounts.