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

FIRSTWRAP FLEXIBILITY

  • A central cash hub, expert administration, flexible managed accounts and model portfolios, efficient tax outcomes and easy client management all help to give you greater control over your business.

  • We have provided high quality administration support to financial advisers for over ten years, meaning we know how to make the complexity involved in managing investment portfolios appear very simple to your clients.

    Our technology allows you to make, and communicate, any adjustments to your clients’ portfolios quickly and easily from the home or office.

  • FirstWrap’s model portfolio solution, available across investments, super and pension, allows you to create model portfolios from our range of ASX listed securities, managed funds and cash.

    You’re then able to link multiple client accounts to these model portfolios, helping you to realign every account when any changes to your model portfolios are made.

    Using our model portfolio solution to streamline this re‑balancing process frees you up to spend more time building client relationships and developing your business.

  • For FirstWrap Plus Investments accounts, parcel selection as well as FIFO and LIFO options make managing clients with complex portfolios much easier.

    FirstWrap also allows you to record ‘off-platform’ assets via a manual registry, giving you a more complete picture of your clients’ portfolio.

    This allows you to deliver the best tax outcome for your clients, whether they’re SMSF trustees or retail clients with large, well‑diversified portfolios.

  • FirstWrap’s information engine allows you to manage all of your client information, establish family groups and segment your clients without needing a separate client relationship management system.

    This means you retain control of the client relationship, with everything but regulatory communications coming directly from your office.

     

  • Like you, we’re always looking at ways to provide your clients with better value for money.

    That’s why FirstWrap has a competitive administration fee and a flexible adviser fee structure, which can be easily customised to meet your clients’ needs.

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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.