Advisers

Adviser Use Only

  • 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 Product Offering and Best New Functionality (for annuities via platform) by Investment Trends in 20151. 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.

    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.

    Coming soon – FirstWrap’s Cash Management Solution*

    FirstWrap is introducing a new cash management solution that will help you service your SMSF clients even more efficiently. 

    Powered by the Commonwealth Bank’s Accelerator Cash Account, FirstWrap’s new SMSF cash solution will:

    • Make investing easier by allowing you to manage the SMSF’s cashflow in one place
    • Ensure quicker investment decisions through having a consolidated view of all your clients’ transactions and available cash
    • Give your clients’ access to their money, with the option of NetBank, cheque book and phone banking and the Commonwealth bank’s extensive branch network

    The Accelerator Cash Account provides:

    • No account keeping fees
    • A competitive interest rate
    • The simplicity of one account for your client’s cashflow needs
    • The ability to manage your client’s entire portfolio through FirstWrap

    More information

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

    1 Investment Trends May 2015 Planner Technology Report based on a survey of 892 financial planners.

    * This is general information only and does not take into account any individual objectives, financial situation or needs. This content has been prepared by Avanteos Investments Limited ABN 20 096 259 979 AFSL 245531 (AIL) trading as Colonial First State Custom Solutions. AIL is the owner and operator of the FirstWrap platform and 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. 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 is not issuing, selling, guaranteeing, underwriting, or providing custody services in relation to ACAs.

  • 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.