William Buck’s Investment Wrap is an online administration system that releases you from the usual paperwork associated with self managed investment, giving you the ability to spend more time focussing on other activities.
It consolidates all of your investment, insurance and superannuation information allowing you to monitor and perform transactions in one convenient place while maintaing the flexibility associated with managing your own portfolio.
Through Investment Wrap you can create comprehensive tailored reports, allowing you to keep track of your investments and simplify tax returns and compliance.
Your William Buck Investment Wrap can be owned by the trustee of your superfund or other entities and is accessed through the portfoilio button on the William Buck website.
How can it benefit me?
By using the services of William Buck Investment Wrap you are assured of:
- Superior portfolio management and trading tools
- One working cash management account
- All assets purchased or transferred listed online
- Access to a wide variety of reporting
- A database of current & historical information
- More time for you to focus on other activities
- One of the most cost effective superfunds available
With Investment Wrap you can:
- View your portfolio online 24 hours
- Control your superannuation choices
- Choose from ASX top 300 direct shares
- Catgorise investments by asset class
- Access 500 managed funds below market costs
- Access reports directly at “My portfolio”
