Tools and services

Navigate your way to 30 June with Wrap’s range of efficiency-boosting tools and services.

Do you know the essential technical information you need for year-end?
Our year-end technical tips flyer provides you with the essential technical information you need to service your clients during this busy period.

Wrap tax website
View all of your tax information in one place, including important news and information, super tax, elections, technical information and more.
> New Audit tab – To assist you and SMSF auditors in this process, Macquarie Wrap has made reports available that highlight the effectiveness of our internal controls and that the information provided in investor statements contains no material errors.  

Do you have clients who are making personal contributions throughout the year and may exceed their contribution caps?  Our contributions report lets you to easily monitor your clients’ contributions.
> Read more
> Download this report from the reporting page of the Wrap website

Regularly invest client contributions with our dollar cost averaging facility.
> Read more

Planning to transfer clients into Wrap before year end? Our comprehensive Wrap Transfers Guide has all the information you need.

Are you reviewing your clients’ fees for 30 June?
> Access Wrap’s fee calculator from the Resources page of the Wrap website

Have you heard about these other tools and services?

Override default asset allocations
> Read more
> Access flexible asset allocation from the Administration tab of the Wrap website

Automatic cash management
> Read more

Wrap administration information

Wrap service standards

Required information for Wrap processing