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Super Wrap

Discussion in 'Managed Funds & Index Funds' started by Dissed, 26th Apr, 2011.

  1. Dissed

    Dissed Active Member

    Joined:
    28th Aug, 2008
    Posts:
    34
    Location:
    Sydney, NSW
    I am 56 and looking towards transition to retirement options. Did not like complexity of SMSF. Looked at CFS First Choice and First Wrap.
    What are the competing products for these two. My needs are following:

    1. I am looking to hold my super/pension accounts with investments in managed fund and shares.
    2. I do not want any advice
    3. I want to control when to go in and out of asset classes
    4. I want simple funds - true to label
    5. I do not want too many choices
    6. I want reputable provider
     
    Last edited by a moderator: 26th Apr, 2011
  2. Johny_come_lately

    Johny_come_lately Well-Known Member

    Joined:
    1st Jul, 2009
    Posts:
    703
    Location:
    SE Queensland
    Hi Dissed

    If you aren't after advice, Investsmart might be the go. They rebate 100% of the entry fees and rebate 50% of the trailing fees over $300. You pick your own managed funds, buy, sell and rebalance yourself. You ask for the PDS of the funds you want and Investsmart will put in their stamp. If you have a large sum to invest you could save $1000's.



    Johny. :)


    note. I have dealings with this product.
     
  3. PennyWise

    PennyWise Member

    Joined:
    26th Jun, 2007
    Posts:
    24
    Location:
    Sydney
    Have you had a look at BT SuperWrap and Netwealth?

    PM me if need more info.

    Cheers,

    PW