'Wrap' your various investments into a single portfolio and receive one consolidated report detailing all your investments.

 

Wilson HTM Wrap Service

The Wilson HTM Wrap Service provides access to over 400 investment grade international and domestic managed funds at wholesale fee rates. Funds in each of the major asset classes are carefully screened so that you can be sure our recommendations are 'best in class'.  Benefits include:

 

    Access to Managed Funds
  • Allows access to a wide range of international and domestic managed funds;
  • Lower management fees than if you were to invest in managed funds outside of the Wrap; and
  • Diversify investment risk and increase your potential portfolio returns by selecting a variety of managed funds across various asset classes while also investing directly in Australian shares.


    Tax Time

  • Consolidates your various investments into one portfolio report, making life simpler at tax time. Fees, income, capital gains and capital losses are consolidated into one portfolio;
  • Processing & reporting of all corporate actions (including rights issues, share splits, buybacks, dividend reinvestments etc) plus record keeping of all associated correspondence for tax and reporting purposes; and
  • Reports are provided on a quarterly and annual basis to make management of your taxation obligations simpler.


    Reporting and administration

  • Integrated reporting service covering all portfolio holdings from direct equities through to managed funds within a single report format inclusive of all valuation, performance and tax calculations;
  • Remove the burden of managing the portfolio from clients ensuring that the day-to-day administrative requirements are taken care of on their behalf; and
  • Access your Wrap account online 24 hours a day, seven days a week.

To take advantage of the Wilson HTM Wrap Service call 1300 655 015 or talk to your adviser today.