What is a Wrap and When Do They Make Sense?

This week, we're unpacking a real-world financial dilemma: one person's uneasy experience after being advised to move her super from a large industry fund into something she'd never heard of—a wrap account.

So… what exactly is a wrap? And when (if ever) should you consider one for your superannuation or investments?

Join me as I explain:

• What wrap accounts are and how they work

• The pros, cons, and costs compared to mainstream super funds

• When wraps make sense—and when they don’t

• How to spot potential conflicts of interest in financial advice

Whether you're nearing retirement or just trying to make sense of your investment options, this episode will give you the clarity to navigate wrap facilities with confidence.

 

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General advice disclaimer