Investment Wrap and tax

Consolidated reporting helps show you where you stand when it comes to tax. Fees, income, capital gains and capital losses are consolidated into the one account. Wrap gives you a tailored set of investment reports to help you track your investments and simplify your tax reporting.
Wrap takes the headache out of tax reporting

Ease of reporting
Capital gains tax
Tax deductions
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If you have many investments, tax reporting is generally simpler and easier with a Wrap account. Your online account statement may show the fees, taxes and stamp duty applicable to the buying and selling of shares. You can also access tax invoices for your year end tax statements.

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You can generally transfer wholesale managed funds in and out of an investment Wrap account without capital gains tax consequences. Ask your financial planner for more details.

Working with your financial adviser

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Investment Wrap accounts often appeal to investors who are paying the highest marginal tax rate because some Wrap services are tax-deductible. Seek professional advice about the tax implications of investing through a Wrap account.

Working with your financial adviser

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