Place your clients
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Powerwrap’s suite provides a huge array of products and tools which will enable advisers or brokers to more effectively manage their client’s wealth, whether in super, pension or investment phase.

Powerwrap’s services are offered under our Smartwrap and Private Wealth brands to suit different ways of operating. White-label versions of these may be available to selected groups.

Investment Account

The Powerwrap Investment Account is a registered Managed Investment Scheme which provides access to a comprehensive range of managed funds, Separately Managed Accounts (SMAs), ASX and international listed equities and term deposits, all within a single consolidated account.

With full-service administration and reporting, real-time transaction processing and a range of tax optimisation options, the Investment Account is suitable for all retail investors including Self-Managed Super Fund Trustees.

Private Wealth Account

This account is the perfect product for advisers and brokers to use with high net worth clients. Powerwrap calculates and deducts administration fees from the Adviser’s ongoing service fees which enables them to set the total ongoing cost to client as a single consolidated fee covering advice and administration.

In addition to managed funds, Separately Managed Accounts (SMAs), ASX and international listed securities and term deposits, an extended range of assets such as wholesale (IM based) managed funds, alternative assets, bonds and cash may also be available for investment.

With full-service administration, detailed online reporting, real-time transaction processing and a range of tax optimisation options, the Private Wealth Account is the account of choice for high net worth clients including SMSF Trustees.

Superannuation Account

Powerwrap’s APRA regulated Superannuation Account offers members a smart way to plan for their retirement. In addition to full reporting and administration, your clients can choose from a range of investment options and apply for retail insurance cover at competitive premium rates. Our superannuation insurance policies are offered by Australia’s major insurance providers including AIA Australia Limited, Zurich Australia Limited, and TAL Life Limited.

Pension Account

Our Pension Account gives members the ability to convert their superannuation savings into a flexible income stream with three types of accounts available:

Transition to Retirement – for members who want to scale down their working hours and receive a regular income stream.

Account Based – provides a regular income for members who have retired from the workforce after reaching preservation age or met a condition of release

Term Allocated – members can choose the term for receiving benefits.


Adviser Shared Services

The number of wealth management professionals and advisers seeking the freedom and autonomy of running their own wealth management practices, or joining boutique firms, is on the rise. Ensuring the right partnerships are in place to take that first step is critical.

Powerwrap has a unique heritage in helping groups branch out on their own. Powerwrap can provide a complete turnkey shared service solution for advisers and wealth management professionals.

Our Shared Service offering can include premises, licensing, software, research, compliance and finance. Advisers/brokers are free to focus on the key elements of running their practice, while leaving the rest to us. Powerwrap’s Shared Service offering is flexible and can suit any budget and business model.

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