• Comprehensive investment choice

    FirstWrap gives you complete flexibility to implement personalised investment portfolios for your clients. Available across investments, super and pension, FirstWrap provides:

    • a diverse range of investments including ASX listed securities, exchange traded funds, interest rate securities and around 350 managed funds
    • term deposits from a number of leading providers, across a range of terms
    • quantitative managed fund research from Morningstar
    • shares service offering a range of panel brokers and online access to floats and corporate actions
    • an integrated margin lending service through FirstWrap Plus Investments.
  • Award-winning features

    FirstWrap is an award-winning wrap, being rated Best Overall Platform, Best Navigation and User Experience and Best Product Offering by Investment Trends in 20141. FirstWrap offers:

    • efficient online transactions and real-time workflow management
    • sophisticated tax management and reporting
    • a customisable Dashboard, providing visibility of client accounts, quick links to key functionality, administration support and the latest platform news
    • e-Post – a fast and secure tool to submit requests and scanned forms electronically and track them through to completion
    • an intuitive model portfolio solution to help streamline your business
    • third party access for accountants and other third parties
    • investor access which allows your clients to view and print reports for their account.

    1. Investment Trends December 2014 Platform benchmarking report, based on extensive analyst reviews of 22 platforms across 466 functional points.

  • Flexibility

    FirstWrap’s flexible options ensure you can use the platform to suit your needs:

    • flexible revenue options to suit your business model
    • administration fee aggregation across accounts in FirstWrap Plus Investments and FirstWrap Plus Super and Pension
    • choice of group insurance or two retail insurers to suit your clients’ needs
    • full asset portability via investment transfers into FirstWrap Plus2
    • optional manual registry to record off-platform assets, providing a more complete picture of your client’s position.

    2Applies where investments are held on the FirstWrap approved product list. Not all superannuation funds offer in-specie transfers. You will need to confirm that the service is offered for a particular fund before initiating any transfers into FirstWrap Plus.

  • SMSFs

    FirstWrap – your solution for SMSFs

    Servicing your SMSF clients is easier with FirstWrap’s combination of tax management tools, third-party access, investment choice and great value. To recognise FirstWrap’s strength in supporting SMSFs, it was awarded Best Investment Platform in the 2013 CoreData SMSF Service Provider Awards.

    Investor SMSF demand grows

    Self managed super funds (SMSFs) continue to be popular superannuation and retirement vehicles for investors, with investment control, flexibility and tax benefits cited as the primary reasons for starting one.

    With the SMSF sector predicted to continue growing, you are faced with both a challenge and an opportunity to oversee complex SMSF components – including tax management, and investment selection & monitoring – on behalf of your clients.

    To enable you to service your SMSF clients without a significant burden on your time and overhead for your business, you need tools which make managing SMSFs easier.

    This is where FirstWrap fits in. FirstWrap takes the complexity out of managing SMSFs so you can provide exceptional service and value to your clients.

    FirstWrap’s SMSF solution at a glance

    • Manage SMSFs more easily with FirstWrap’s efficiency features.
    • Ease the burden at tax time with FirstWrap’s tax management tools.
    • Provide the best possible service to clients with investor and third party access.
    • Give your clients exceptional value with FirstWrap’s competitive administration fees and fee aggregation across family groups.
    • Create distinctive portfolios for SMSF clients with FirstWrap’s diverse investment choice.
    • Provide SMSF advice the way you want with FirstWrap’s flexible features.

    More information

    To find out how FirstWrap makes managing SMSFs easier for your business, contact your Business Development Manager.

  • Training and transition support

    FirstWrap offers flexible training options for you and your staff as well as transition support services. Please contact your Colonial First State Business Development Manager for further details.