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Investment Opportunities > Wrap Accounts

WRAP ADMINISTRATION SOLUTIONS

Wrap accounts provide access to wholesale managed funds and boutique funds that are often not available to retail investors directly, in a single consolidated holding alongside shares, cash, term deposits and margin lending. 

Though wrap accounts typically require an adviser, 2020 DIRECTINVEST offers access to a wrap account on a transaction-only basis through Personal Choice eWRAP Investment, Super or Pension.

 

KEY BENEFITS

SIMPLIFIED ADMINISTRATION

ACCESS TO WHOLESALE FUNDS

CONSOLIDATED REPORTING

   

WRAP ACCOUNTS EDUCATION

The name ‘wrap’ is drawn from the fact that the administration wraps around a portfolio of investments. Wrap accounts can provide significant advantages to investors wishing to simplify their investments and their administration.

 
 

 

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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