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”