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Investment choice

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

Choice of investments and products

For clients with wide ranging needs, you need a platform with an even wider range of investment options.


That’s where FirstWrap can help, allowing flexibility for you to create tailored investment portfolios from a diverse range of asset classes, investment managers and product structures.


Such diversity allows you to create highly personalised solutions, especially for your complex client needs or SMSF clients who want more control over their investment portfolio.

A diverse range of investments

You can choose from:

  • Over 400 managed funds
  • Managed accounts
  • ASX listed securities
  • Warrants
  • Unlisted investments
  • Fixed interest and cash
  • Exchange traded funds
  • Structured products
  • Floating rate notes
  • Close-ended property trusts.

 

View the investment list.

Term deposits

FirstWrap makes it easy for you to choose the right term deposit for your clients by offering:

  • A range of term deposit providers
  • Terms of one month through to five years across all products (investments, superannuation and pension)
  • Monthly, quarterly, semi-annual and annual interest rate payments for terms greater than 12 months.


You’ll also be notified about any special rates that our providers may offer from time to time, allowing you to pass these on to your clients.

 

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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.

 

The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235150, is the responsible entity for the Colonial First State Separately Managed Account ARSN 618 390 051, available for investment through FirstWrap super and pension products and investments under FirstWrap.

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 2019.