BT Wrap

BT Wrap is designed for investors who demand greater fund choice, wholesale investment rates and easy administration. If you’re a personal investor or manage a partnership, trust, company or your own super fund and have $50,000 to invest, talk to your adviser about BT Wrap.

BT Wrap is an investment platform that offers the benefits of wide fund choice, easy administration and consolidated reporting for individual investors, partnerships, trusts, companies and self-managed super funds.

Features

  • Choice of 500+ wholesale managed funds from 24 different investment managers
  • Access to all ASX-listed CHESS-sponsored securities allows you to add direct shares to your portfolio and enjoy easy administration via the Wrap platform
  • 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

  • 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.