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FirstWrap’s features enable you to effectively implement and manage sophisticated investment solutions.

FIRSTWRAP FEATURES

  • FirstWrap’s equity service gives you access to share trading via CommSec or our panel of brokers that offer:

    • Brokerage at negotiated rates
    • Ongoing research on all ASX 300 securities
    • Online access to floats and corporate actions
    • Creation of dividend reinvestment plans.
  • Our margin lending service is integrated into FirstWrap Plus Investments, which helps to streamline and manage the process for your clients wanting to borrow to invest.

  • You can choose from insurers offering life insurance, total and permanent disability insurance, and income protection insurance as either a:

    • Retail policy within FirstWrap Plus Investments or
    • Group or retail policy within FirstWrap Plus Super. Rollovers via Superstream are also accepted.
  • FirstWrap is one of the few retail platforms to offer fixed term and lifetime annuities from multiple providers.

    There are no additional administration or transaction fees for using an annuity via FirstWrap.

    Your clients receive exactly the same rates and product features as if they had purchased it directly, with the added benefit of seeing their annuity holding alongside their existing FirstWrap portfolio.

  • Managed accounts on FirstWrap offer a series of professionally managed portfolios designed to deliver transparent, engaging advice solutions. If you’re looking to invest with portfolio managers to deliver efficient advice solutions, or looking to reduce direct share administration requirements, Managed Accounts on FirstWrap may be the answer.
     

  • FirstWrap takes the complexity out of managing SMSFs and allows you to deliver outstanding service to your SMSF clients at the right price.

    By working with our SMSF advisers, we have created a solution that allows you to provide the sophisticated superannuation and retirement strategies expected by SMSF clients.
     

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