Types of Wrap accounts

There is a range of different Wrap accounts to suit different investors, depending on how much money you have to invest, what fund and other investment choice you want and how much direct control you want over your investments. Your registered financial adviser will advise the most appropriate Wrap account for you.

Overview of the main Wrap options

Wrap types	Suits	Investment choice
Investment Wrap	Wrap Usually recommended for general investors and self-managed super funds. Suits investors with over $50,000	Wide choice of wholesale managed funds Shares Margin lending Relevant BT product: BT Wrap
Wrap Essentials Sometimes called 'baby wraps' these are entry level accounts for general investors and self-managed super funds with a lower minimum investment than other Wrap accounts. Can usually start with $2,000 and a regular deposit plan Read a baby Wrap case-study	A select range of managed funds Margin lending Relevant BT product: BT Wrap essentials
SuperWrap	Suits superannuation and retirement investors. Usually suits investors with $50,000 minimum in super Baby SuperWrap options are also available Read a SuperWrap case-study	Wide choice of wholesale managed funds Shares Options for Death Only or Death and Total and Permanent Disablement insurance Relevant BT products: BT SuperWrap Essentials (lower starting balances) BT SuperWrap (larger starting balance)

Wrap types

Suits

Investment choice

Investment Wrap

Wrap

Usually recommended for general investors and self-managed super funds.

Suits investors with over $50,000

Wide choice of wholesale managed funds
Shares
Margin lending

Relevant BT product: BT Wrap

Wrap Essentials

Sometimes called 'baby wraps' these are entry level accounts for general investors and self-managed super funds with a lower minimum investment than other Wrap accounts.

Can usually start with $2,000 and a regular deposit plan

Read a baby Wrap case-study

A select range of managed funds
Margin lending

Relevant BT product: BT Wrap essentials

SuperWrap

Suits superannuation and retirement investors.

Usually suits investors with $50,000 minimum in super
Baby SuperWrap options are also available

Read a SuperWrap case-study

Wide choice of wholesale managed funds
Shares
Options for Death Only or Death and Total and Permanent Disablement insurance

Relevant BT products:

BT SuperWrap Essentials (lower starting balances)
BT SuperWrap (larger starting balance)

Find out more about Wrap

Download a copy of Investors Guide to Wrap (PDF 780KB).
Find a financial adviser using BT's Adviser Referral Program.
Learn about BT's Wrap accounts.