Investments - PlatformplusWRAP

Helping you invest your way

PlatformplusWRAP provides a comprehensive investment offering for clients seeking non-super investments. Designed to provide maximum flexibility in supporting your investment goals, the platform structure facilitates the implementation of efficient and effective investment strategies.

Together with your adviser, you can tailor an investment strategy from multiple asset classes that best suit your personal needs and goals.

An investment platform for you

Tailored investment strategies

Flexible account management options

Competitive fees

An easy choice

Our investment solutions have been designed to deliver clear benefits:

Competitive fees, including Family fee aggregation
Quickly & easily view performance
Investment management flexibility and efficiency
In-specie rollovers (subject to any approvals required)
Client portal and online access to your account anytime
Access to wholesale investments
Consolidated reporting and administration of your Portfolios

SEE ALL FEATURES

Manage your investments your way

We’ve developed an investment platform that provides a flexible, convenient account structure.

Ad hoc investment plan
Automatic investment plan
Automatic cash top up to manage your minimum cash account balance
Automatic investment drawdown
With your Financial Adviser, determine investment exclusions and minimum trade amounts for investments and/or rebalances.

Broad investment options

You and your adviser can choose between the Core Menu and Select Menu which offer different investment options for you to invest in and build your preferred investment strategy.

Full-service wrap platform with broad investment menu (SELECT menu)
Low-cost wrap option with focused investment menu (CORE menu)

You can diversify your investments across a range of investment types, asset classes and investment styles – your adviser will work with you to determine the most appropriate strategy for your needs and values.

	Investment Menu
	CORE	SELECT
INVESTMENT TYPE
Listed securities		✓
Managed funds	✓	✓
Managed accounts	✓	✓
ETFs		✓
Term Deposits		✓

For more information contact your adviser or the PlatformplusWRAP team

Call 1300 191 952

Explore. Invest. Achieve.