BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) administers SuperWrap. BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE Licence No. L0001090 (BTFM) 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.
The Insurer of BT Protection Plans is Westpac Life Insurance Services Limited ABN 31 003 149 157. All BT Protection Plans, except for Term Life as Superannuation and policies paid via SuperWrap, are issued by the Insurer. For Term Life as Superannuation, which is part of the Superannuation Division of Westpac MasterTrust ABN 81 236 903 448 SFN 281412940 SPIN WFS0341AU RSE Registration R1003970, the issuer and trustee is Westpac Securities Administration Limited ABN 77 000 049 472 AFSL Number 233 731 RSE License L0001083 (WSAL). For policies paid via SuperWrap, which is part of Retirement Wrap ABN 39 827 542 991 RSE Registration R1001327, the issuer and trustee is BT Funds Management Limited ABN 63 002 916 458 AFSL Number 233724 RSE L0001090 (BTFM). The administrator of all policies paid via SuperWrap and Wrap and the arranger of policies paid via Wrap is BT Portfolio Services Ltd ABN 73 095 055 208 AFSL Number 233715 (BTPS). The Insurer, WSAL, BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL Number 233714 (the Bank). Neither the Bank nor any member of the Westpac Group (other than the Insurer, WSAL and BTFM) guarantees the benefits payable in relation to BT Protection Plans.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 (BTFM) is the responsible entity and issuer of units in the BT Capital Protection Fund ARSN 160 548 970 (the Fund). A Product Disclosure Statement (PDS) is available for the Fund and can be obtained from the BT Capital Protection Fund downloads. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.
The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice.
You can download a copy of BTPS's Financial Services Guide (FSG) or request a copy from your adviser.
BTFM and BTPS are wholly owned subsidiaries 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.
© BT Financial Group - A Division of Westpac Banking Corporation. 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. Consider the relevant disclosure documents which include the Financial Services Guide.