Are you a Wrap client needing a new adviser?

Wrap and Super Wrap Accounts

Wrap accounts are administration investment platforms. They allow investors to consolidate the management of their portfolios across managed funds, shares and other listed securities, term deposits and cash.

Some Wrap platforms are held directly by the investor, or their self managed super fund. Other Wraps provide a superannuation or allocated pension overlay.

Wrap Clients Wanting To Change

Wrap accounts are generally only available through registered financial advisers.

Sometimes Wrap clients no longer wish to deal through the financial adviser authorised on their account.

If you are in this situation we can assist. We are registered with a wide range of wrap services, including:

• BT Wrap & BT SuperWrap
• Macquarie Wrap & SuperWrap
• MLC Wrap
• OneAnswer Personal Super & OneAnswer Pension
• PortfolioOne Investment
• AMP Flexible Lifetime Super
• IOOF Pursuit
• North Personal Super and North Personal Pension
• Netwealth
• Firstchoice

How we can assist

At no cost we can organize for your current authorised adviser to be replaced by ourselves. We can then act on your behalf and take your instructions. We can find out exactly what fees you are paying, and how your portfolio is invested.

At the same time we give you the option of electing to change your current adviser fee arrangement to our standard ongoing Wrap Service Fee. This typically provides clients significant savings over most adviser fee arrangements.

We will then explain to you what advice and extra services we can provide in relation to your account, or your overall financial affairs. Once we understand your situation and requirements we can provide a tailored service proposal, including a description of the advice services offered, and all fees and cost. There is no cost or obligation for this proposal. It is designed to allow you to make an informed decision whether to proceed with obtaining personal advice services.

To find out more

To find our more either email us at admin@smythfs.com.au , or phone our office of 03 9379 4646.

While we are based in Melbourne, we assist clients across Australia, so don't hesitate to contact us.

IMPORTANT WARNING: Any advice and additional information provided here does not take into account your objectives, financial situation or needs. You should therefore, before acting on the advice, consider the appropriateness of the advice, having regards to your objectives, financial situation and needs. It is important that you understand any general advice provided is not necessarily appropriate for you. Therefore, SIRA Group and Smyth Financial Services does not recommend or guarantee the performance of any investment entered into on your behalf.