William Buck’s Superannuation Wrap is an online administration system that releases you from the paperwork and trustee responsibilities associated with Self Managed Superfund (SMSF) compliance, while still giving you a great degree of flexibility and control over your retirement savings.

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

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

How can it benefit me?

By using William Buck Superannuation Wrap you are assured of:

  • Superior portfolio management &  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
  • Quality Insurance at below market rates
  • More time for you to focus on other activities
  • One of the most cost effective superfunds available

With Superannuation Wrap you can:

  • View your portfolio online 24 hours
  • Control your superannuation choices
  • Choose from ASX top 300 direct shares
  • Categorise investments by asset class
  • Access 500 managed funds below market costs
  • Access insurance at Wholesale prices
  • Make Death Benefit Nominations
  • Outsource trustee duties
  • Access reports directly at “My portfolio”

Wealth >

All the Latest From Our Wealth Advisory Team

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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What you can do about Labor’s proposed franking credit reform

Posted By William Buck News on 28/03/2019 01:28:40 am

With an election looming, it is currently forecast that Labor will take government. Perhaps Labor’s most contentious reform is the decision to remove tax refunds…

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How much super do I need in retirement?

Posted By William Buck News on 26/02/2019 09:16:36 am

The average Australian couple will need at least $640,000 of savings at retirement to maintain a comfortable lifestyle, a single person will require at least…

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Multiple employers forcing you to exceed your super cap?

Posted By William Buck News on 03/12/2018 10:27:32 pm

When someone is employed, their employer is required to contribute 9.5% of their salary into super, to a maximum of $25,000 per annum. The problem…

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