BT SuperWrap

BT SuperWrap is designed for investors with $50,000+ in superannuation or $25,000+ in retirement products who want more choice and greater control over their investments. There are two options to discuss with your adviser:

  • Personal Super Plan provides a flexible and tax-effective superannuation plan.
  • Account based Pension Plan or Non-commutable Pension Plan offer you a flexible retirement income and the opportunity to grow your retirement capital.

BT SuperWrap is specially designed to give you greater control over your superannuation and retirement investments.

Features

  • Choice of 450+ wholesale managed funds
  • Access to a selection of ASX-listed, CHESS sponsored securities that give you direct access to the benefits of dividend imputation.
  • Insurance - Access to Term Life, Total and Permanent Disability (TPD) and Income Protection Insurance.
  • Consolidated reporting across all investments makes it easier to manage your investments and tax
  • 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.