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