BT Wrap Essentials

BT Wrap Essentials is designed for investors who want access to diversified investment options and the easy administration benefits of a wrap account, and it is ideal for less complex portfolios. You need a minimum initial investment of $5,000 or $2,000 with a regular investment plan of $100 per month.

If you’d like to invest through a Wrap Essentials platform, talk to your financial adviser about setting up your account.

BT Wrap Essentials is ideal for less complex portfolios. It offers a broad range of managed fund choices and all the easy administration benefits that come from investing via one of Australia’s largest wrap providers.

Features

  • Access to 58 managed funds from 24 different investment managers
  • Insurance - Access to Term Life, Total and Permanent Disability (TPD), Living (Trauma) 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
  • Minimum initial investment; $5,000 or $2,000 with a regular investment plans of $100 per month

  • 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.