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Features at a Glance

Key Features
Who can investGenerally:
• Individuals over the age of 18
• Companies
• Partnerships
• Incorporated associations
• Superannuation funds
• Trustees authorised to make the type of investments offered through SimpleWRAP
Minimum initial deposit$5,000 ($2,500 if establishing a Regular Investment Plan)
Minimum additional deposit (lump sum)$500
Minimum regular deposit (Regular Investment Plan)$100 per month
Access to benefitsWithdrawals can be made at any time
Minimum withdrawals$500 (subject to a minimum balance of $2,500)
Investment gearing facilityAvailable
Dollar cost averagingAvailable
Automatic rebalancingAvailable
Minimum cash account requirement2% of account balance
Member communications• Transaction and account statement (each quarter and at end of financial year)
• Quarterly portfolio valuation report
• Annual taxation report
• Annual audit report
  • simpleWRAP © 2018
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1300 586 165
  • enquiries@simplewrap.com.au