William Buck’s Investment Wrap is an online administration system that releases you from the usual paperwork associated with self managed investment, giving you the ability to spend more time focussing on other activities.

It consolidates all of your investment, insurance  and superannuation  information  allowing you to monitor  and perform transactions in one convenient place while maintaing the flexibility associated with  managing your own portfolio.

Through Investment Wrap you can create comprehensive tailored reports, allowing you to keep track of your investments and simplify tax returns and compliance.

Your William Buck Investment Wrap can be owned by the trustee of your superfund or other entities and is accessed through the portfoilio button  on the William Buck website.

How can it benefit me?

By using the services of William Buck Investment Wrap you are assured of:

  • Superior portfolio management and trading tools
  • One working cash management account
  • All assets purchased or transferred listed online
  • Access to a wide variety of reporting
  • A database of current & historical information
  • More time for you to focus on other activities
  • One of the most cost effective superfunds available

With Investment Wrap you can:

  • View your portfolio online 24 hours
  • Control your superannuation choices
  • Choose from ASX top 300 direct shares
  • Catgorise investments by asset class
  • Access 500 managed funds below market costs
  • Access reports directly at “My portfolio”

Wealth Advisory >

All the Latest From Our Wealth Advisory Team

Canberra announces early access to super as part of COVID-19 ‘Safety Net’

Posted By William Buck News on 23/03/2020 11:19:31 pm

Canberra has announced changes that have the potential to affect all superannuation fund members as part of the Federal Government’s ‘Safety Net’ package to counter…

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Ultra-high net worth wealth management is a key growth area for William Buck SA

Posted By William Buck News on 13/03/2020 04:58:41 am

Ultra-high net worth is the fastest growing part of William Buck South Australia’s Wealth Advisory business, according to Director, Wealth Advisory Adrian Frinsdorf. Mr Frinsdorf…

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How much will you need to retire?

Posted By William Buck News on 25/02/2020 12:00:11 am

‘How much do I need to retire’ is one of the most common questions we are asked by our clients. Often, they’re in the height…

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Update on the $1.7m Total Super Balance & Transfer Balance Cap

Posted By William Buck News on 17/02/2020 02:50:12 am

Australia’s $1.6m Total Superannuation Balance and Transfer Balance Cap are expected to increase to $1.7m on 1 July 2021, which could result in additional opportunities…

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