BT SuperWrap
BT SuperWrap provides access to over 600 managed funds as well as insurance in one secure online account. It provides you and your adviser with the control, choice, flexibility and service you need to have a diversified super or retirement portfolio.
BT SuperWrap is generally only available through registered financial advisers.
It provides you with two options:
-
Personal Super Plan
A flexible and tax-effective superannuation plan providing you with access to a wide range of investment options. -
Account based Pension Plan
A pension plan that allows you to turn your superannuation savings into a flexible income stream in retirement.
Investment options
BT SuperWrap offers you a single point of access to 600+ wholesale managed funds from over 100 different investment managers and a selection of ASX listed, CHESS sponsored securities. This wide choice of investment options means you can diversify across different asset classes, investment styles and fund managers. You also have the flexibility to easily switch your investments between managed funds should your needs change.
Simple administration
You and your adviser can develop a portfolio customised to suit your individual needs. A SuperWrap account also consolidates your investment and insurance information and provides you with a tailored set of reports to help you keep track of your money and simplify putting together your tax return. In addition to the extensive reporting available, BT SuperWrap enables your adviser to easily trade on your behalf and buy insurance.
24/7 online access
You can access your account online by logging into our secure investor site or if you prefer you can access your account information via our 24/7 telephone Voice Response Service.
Insurance options
You have access to the following insurance options:
-
- Term Life,
- Total and Permanent Disability (TPD), and
- Income Protection Insurance.
This makes it easy to ensure you always have the cover you need.
If you’d like to gain access to the simplicity, choice and comprehensive reporting provided by BT SuperWrap, talk to your financial adviser about opening your own SuperWrap account.
BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) administers SuperWrap. Trust Company Superannuation Services Limited ABN 49 006 421 638 is the trustee and issuer of SuperWrap. A Product Disclosure Statement (PDS) is available for SuperWrap and can be obtained from your financial adviser. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in SuperWrap.
This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. BTPS's Financial Services Guide can be obtained by clicking here or contacting your financial adviser or calling BTPS on 1300 657 010.
BTPS is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in underlying bank accounts held at Westpac through a SuperWrap Cash Account or Westpac securities acquired through SuperWrap, an investment in, or acquired using, SuperWrap is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Neither Westpac nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, SuperWrap.
