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FirstWrap is a full service wrap, designed to drive efficiencies for your business and help you deliver outstanding service to your clients.

Product snapshot

FirstWrap Plus Super, Pension and Investments offers your clients comprehensive investment choice, convenient administration, and the flexibility to design a portfolio to suit their investment needs.

FirstWrap Plus Super

Asset classes: Cash, fixed interest, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

FirstWrap Plus Pension

Asset classes: Cash, fixed interest, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

FirstWrap Plus Investments

Asset classes: Cash, fixed interest, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

Benefits of FirstWrap

Investment choice

FirstWrap allows you to create tailored investment portfolios from a diverse range of asset classes, investment managers and product structures.

Features

FirstWrap’s features enable you to effectively implement
and manage sophisticated investment solutions.

Flexibility

FirstWrap gives you the flexibility to design a portfolio to suit your clients’ investment needs.

Move to an award-winning platform

We know how important the right platform is to your business – from managing your costs and easing your administration workload to delivering the high quality service that your clients expect.

That’s why we make it so easy for you to move your clients onto FirstWrap.

To help make your transition to FirstWrap as easy as possible, our Business Implementation Managers will use a set of proven processes and templates to:

  • Manage the in-specie transfer for all investments on the FirstWrap approved investments list, including listed securities, managed funds, term deposits, cash and unlisted investments
  • Ensure the capital gains tax parcel history for every investment is recorded, where available
  • Refinance any margin loans and transfer client assets to form part of a new margin loan.

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Disclaimer
This information has been produced by Colonial First State Custom Solutions, which is the registered business name of Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL). AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension and is the operator of the Avanteos Wrap Account Service ABN 47 953 207 793 which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the `Bank’). The Bank and its subsidiaries do not guarantee performance of AIL products or the repayment of capital by AIL.

While all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This is general information only and does not take into account any individual objectives, financial situation, needs or taxation circumstances.

The Accelerator Cash Account (‘ACA’) is issued by the Bank and administered by CommSec Adviser Services, a brand of Australian Investment Exchange Limited ABN 71 076 515 930 AFSL 241400 (‘AUSIEX’). AUSIEX is a wholly owned but non-guaranteed subsidiary of the Bank. For ACAs accessible via the FirstWrap platform, AIL will provide platform administration services only and whilst it may be arranging for the issue of the ACA by facilitating the process, it is not issuing, selling, guaranteeing, underwriting, or providing custody services in relation to ACAs. Clients should read the relevant ACA disclosure documents and IDPS disclosure documents available from firstwrap.com.au before making an investment decision and talk to their financial adviser.

Taxation considerations are general and based on present taxation laws and may be subject to change. Clients should seek independent, professional tax advice before making any decision based on this information. AIL is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and clients should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

© Avanteos Investments Limited 2016.