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

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Companies accessing the Australian Research and Development (R&D) Tax Incentive program can now do so with more confidence after a significant Federal Court ruling rejected…

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Aussies in these 32 super funds could be $200,000 worse off by retirement

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A common question asked when it comes to superannuation funds is: What performance can you achieve? Before you begin exploring the infinite world of investment…

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William Buck expands R&D grants and incentives services for South Australia businesses

Posted By William Buck News on 09/09/2019 12:30:03 am

Accounting and Business Advisory firm William Buck is bolstering its support of local SMEs undertaking Research & Development (R&D). William Buck’s Adelaide-based R&D Grants and…

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Wealth Accumulation to Retirement

Posted By William Buck News on 13/05/2019 08:38:58 am

When you’re young, the thought of saving for retirement may be the last thing on your mind. Few of us have a plan or understanding…

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