BT SuperWrap Essentials

BT SuperWrap Essentials is designed for super and retirement investor who want the benefits of high-quality investment management and a simpler way to manage a diversified portfolio. There are two options to discuss with your adviser:

  • Personal Super Plan, a flexible and tax-effective superannuation plan for those saving towards retirement.The minimum initial investment of $5,000 or $2,000 with a regular investment plan of $100 per month.
  • Pension and Non-commutable Pension Plan, flexible retirement income streams that may help you generate capital growth to replace the income that you draw down.
    The minimum initial investment is $25,000.

Features

  • Choice of 55+ managed funds chosen to suit superannuation investors
  • Consolidated reporting across all investments makes it easier to manage your investments and tax
  • Insurance - Access to Term Life, Total and Permanent Disability (TPD) and Income Protection Insurance.
  • 24 hour access via phone or secure internet site
  • Flexibility to switch your investments between managed funds
  • Integration with your cash account, making it easier to manage your money

  • More information on fees, minimums and the services available
  • More information on Insurance on the Wrap platform

Ready to apply?

You can access all BT Wrap accounts via any registered financial adviser. Talk to your adviser today, or use BT’s referral program to find a financial adviser.

Why BT?

BT established Australia's first wrap account in 1997 and today have over $31 billion in funds under administration. We also administer wrap accounts for over 50 other investment groups. More than a quarter of Australia's financial advisers use a BT wrap platform.