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

Lessons from an income break and how to safeguard cashflow during a downturn

Posted By William Buck News on 24/08/2020 05:16:20 am

Doctors and practices nationwide are suffering a variation in revenue due to a fall in the number of visits caused by the COVID-19 pandemic, according…

Read More
Significant Super SA Triple S Tax Saving Strategies

Posted By William Buck News on 09/06/2020 04:42:23 am

Super SA Triple S is the compulsory superannuation fund for many South Australian Government employees including health professionals. Unlike most other super funds available to…

Read More
Early access to superannuation: what are the risks?

Posted By William Buck News on 11/05/2020 01:33:47 am

We are experiencing challenging times and extreme levels of uncertainty at present and while Canberra’s early release of superannuation initiative will benefit many, here we…

Read More
Choosing the right type of super fund

Posted By William Buck News on 20/04/2020 01:09:48 am

William Buck’s Wealth Advisory team are often asked by clients what type of super fund is the best place to host their superannuation funds. Choosing…

Read More