Asgard Infinity eWRAP Investment

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106571-2023-11-09-03:17.pdf
ASX Code



Asgard Infinity eWRAP Investment is a flexible wrap platform account that can be tailored specifically for you as your investment needs change.

Our Core offer may be suitable when you’re just starting out, and you can add a range of optional features as your investment strategy evolves to meet your changing lifestyle needs. With access to cash, term deposits, managed investments and listed securities, it gives you complete flexibility, extensive choice and great value, as our modular pricing ensures that you only pay for the features you use.

With the help of your financial adviser, you can quickly and easily change and mix your investments at any time as investment markets change. Together, you’re in control of where your money is invested and you can 
create the financial strategy that is best suited to your financial needs and goals.




Key Features

As an investor with an Asgard Infinity eWRAP Investment Account (account) you have access to a wide range of flexible features that allow you, with the help of your financial adviser, to tailor your account to suit your financial needs.

These features include:

> Flexible fee structure so you pay only for what you use. One of the major advantages of Asgard Infinity eWRAP Investment is that you can control the total cost of your account by only choosing the features you use. You can also negotiate the fees you pay to your financial adviser in relation to your account.

> Extensive investment menu. You have access to a Cash Account, term deposits, managed investments and ASX listed securities including direct shares, listed property trust and exchange traded funds (ETFs) (with the exception of mFund products  and exchangetraded Australian Government Bonds) and derivatives.

> Wholesale prices and fee rebates. The managed investments available are typically not available to retail investors directly and generally have lower investment fees than retail managed investments. We may also be able to negotiate rebates on the fees charged by some investment managers which will be fully passed on to investors. 

> Choice of Cash Account. The Cash Account is the central component of Asgard Infinity eWRAP Investment and the source of funds for your investments. 

> Flexible ways to deposit and withdraw money from your account. You have access to various options such as electronic funds transfer, cheque and direct deposit to deposit money into your account. 

> Choice of share trading accounts. Choose how you want to manage listed securities and corporate actions in your account through either a Sponsored or Custodial share account arrangement.

> Additional functionalities. You can automatically invest excess cash, rebalance your portfolio and make regular deposits into your Cash Account so you and your financial adviser can spend more valuable time developing your investment strategy.

> Tax management. When you want to sell investments held through your account, you can, with the help of your financial adviser, nominate the specific tax parcels of managed investments to sell and choose the tax parcel selection method for listed securities. The opportunity to control the amount of capital gain or loss you incur when selling investments means you and your financial adviser can better manage your capital gains tax position.

> Margin loan facility. Available if you want to borrow money to invest. 

> In-specie transfers. Available for managed investments and listed securities (excluding mFunds) that you hold through another IDPS provider or hold directly in your name into your account free of charge. While capital gains tax won’t be payable on the transfer in most circumstances, you should seek professional advice on the taxation and stamp duty implications of transferring investments into your account.

> Consolidated reporting. You can get one clear view of all the investments you hold through your account. You can view your account online, 24 hours a day, 7 days a week via Investor Online. Following the end of each financial year, you will also receive a comprehensive Investor Report with a clear snapshot of all your investments in document and a Tax Report to help you
with your annual tax return.