Investment Wrap

The IconiQ Investment Wrap, is a comprehensive investment account designed to cater to your diverse financial needs. With IconiQ, you gain access to a vast array of investment options, including Australian shares, ETFs, term deposits, managed funds, and managed accounts (coming soon), all consolidated in one convenient location.

Key features and functionality:

Breadth of investment options: Choose from a wide range of investment opportunities to diversify your portfolio and maximise your returns. See the Disclosures section of this website for details of available investment options.

Efficient account management: Benefit from online account opening for quick setup, along with digital day-to-day administration.

Consolidated reporting: Simplify tax preparation with comprehensive and consolidated reports of your investments.

Online convenience: Manage your account through our secure online platform, tailored to provide a seamless investment experience.

Automated strategies: Utilise automated drawdown and reinvestment strategies to effectively manage your cash balance.

Visibility and control: Register and monitor external assets, stay informed with up-to-date valuations, and collaborate with your adviser and accountant for a unified investment approach.

SMSF support: Manage your SMSF on the IconiQ Investment Platform using either a corporate or individual trustee structure.

No minimum investment: Open your IconiQ Investment Wrap account and gain immediate online access upon registration.

Online transactions: Conduct deposits and payments with ease via direct debit.

IconiQ Investment Wrap provides you with a streamlined and efficient investment experience. Our platform is designed to empower you with the tools and resources needed to make informed investment decisions and achieve your financial goals.

Welcome to the future of investing with IconiQ.