Wrap / Mastertrust options (Non-Super)

A non-super wrap / mastertrust account will be considered to be in scope in the following scenarios:

1: Advice scope is based on “Reason for seeking advice” set by the client and “Wealth creation strategies” is a nominated advice topic.

2: The adviser has specified the scope and either “Portfolio recommendations” or “Review existing portfolio” is in scope.

The other steps template will allows advisers to model the cashflow and capital projection of implementing a wrap account versus attempting to invest direct. If the template is not used, a wrap account can still be considered (see product assumptions).