Resource Hub
A collection of user guides and training material to help you get the most from PlatformplusWRAP.
Application Forms
Forms for lodging applications.
Guides
These guides give advisers a clearer view of how WRAP solutions support their investment strategy.
Pension and Accumulation Resource Guides
Your Guides to assist you with the Pension and Accumulation features of the Platform.
Administration
Guides to assist with the operational function and administration of the Platform.
Adviser Fees
Information on Adviser Fees in relation to the Platform.
Death Claims
Your Guides to help you through the death claim process if your client passes away.
Deposits and Payments
Guides to assist with Deposits and Payments in the WRAP.
Getting Started
Everything you need to know to get started with PlatformplusWRAP
Investments
Instructions on how to manage Investments on the Platform
Guides
These guides give investors a clearer view of how WRAP solutions support their investment strategy.
Adviser Fees
These guides provide investors with resources to assist them in understanding the management of their WRAP account.
Adviser Fees
Information on Adviser Fees in relation to the Platform
Direct Debits
Instructions on how to accept and authorise direct debits
Investment Menu Change
Instructions on how to accept a change to the investment menu
Making Contributions
Learn how to make contributions into your super or investment portfolio
New Login and Accepting your Portfolio
Instructions on how to access your portfolio for the first time