SUPERANNUATION WRAP ACCOUNTS

If you want the control, transparency and flexibility of a Self Managed Superannuation Fund (SMSF) but you do not quite have the super balance to justify the costs, consider a ‘Wrap’.

Wrap is a way of managing a diverse range of investments through a single point of access.  Instead of having to keep track of all your investments separately, you can have them all located in one place – which can save you time, money and lots of extra paperwork.

Super Wrap provides the benefits of flexible investment options, access to wholesale investments and other innovative product and reporting features.

FAQ ON WRAP:

WHAT INVESTMENTS CAN I INVEST IN?

  • Shares listed on the ASX or other international exchanges
  • Term deposits
  • Wholesale Managed Funds *
  • Insurance

* Wrap platforms can also provide capital protection options as a feature of managed fund investing.

HOW CAN HC PARTNERS HELP?

We can assist with the establishment of your Wrap fund, comparisons of fees and features with existing funds, insurance and estate planning requirements, as well as a comprehensive risk assessment.

In addition, through our ongoing review service we can continue to provide regular reviews of your investments to ensure your objectives are met.

WHAT ARE THE COSTS?

By providing access to Wholesale Managed Funds, direct shares and term deposits, fees for a Super Wrap are often very competitive when compared with retail superannuation accounts.

As the actual fees will depend on the balance of your investment and the allocation of your balance between the different investment options, please contact us for a quote.

In addition...

HC Partners Financial Services Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 AFSL 246934. For a copy of our latest Financial Services Guide, click here. To better understand our relationship with Lonsdale, please click here