Australia

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 >

Investment Wrap​ Specialists

Latest insights from our Investment Wrap​ team

13 July 2021 | Minutes to read: 4

Super changes from 1 July 2021: new laws & increased thresholds

From 1 July 2021, a raft of new superannuation laws were introduced including changes to key superannuation...
16 June 2021 | Minutes to read: 4

Year-end strategies for reduced tax exposure and ongoing wealth accumulation

Financial year end can be daunting, but rather than approaching it with disdain and visions of sky-high...
31 May 2021 | Minutes to read: 4

2021 year-end tax planning tips for medical specialists

It is hard to believe that we are in June already, and with only four weeks until...
25 May 2021 | Minutes to read: 2

Top 5 Superannuation Changes from 2021-22 Federal Budget Update

This is a White Paper published by the SMSF Association As expected, this year’s Federal Budget has...
25 May 2021 | Minutes to read: 2

Further changes to Income Protection policies effective 1 October

We recently communicated the upcoming changes to Income Protection proposed to take effect on 1 October 2021....
11 May 2021 | Minutes to read: 2

Revisiting your risk profile

It’s time – whether you’re just starting to build your portfolio or a sophisticated investor with extensive...

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