Access all ASX listed securities and 580+ managed funds. The minimum initial investment is $50,000.
BT Wrap may suit Self Managed Super Funds (SMSFs) given the extensive choice of investments, easy administration and consolidated tax reporting.
For more information, or to obtain a PDS, speak to your financial advisor.
BT Wrap may be suited to investors with a minimum of $50,000 to invest and who are looking for a greater choice of investment options at wholesale rates. BT Wrap was awarded Investment Platform of the Year in the Financial Review Smart Investor Magazine’s Blue Ribbon Awards in 2011 and 2012. Whatever your financial goals may be, your financial adviser and BT Wrap can help you achieve them. You can work with your adviser to construct a portfolio that suits your individual needs and have peace of mind knowing all your investments and insurance are managed in the one place. As always, you should read the Product Disclosure Statement for any risks and how they may impact you.
Shares and managed funds
Access over 580 wholesale managed funds from over 100 different investment managers and all ASX listed CHESS sponsored securities including direct shares, listed trusts and listed debt securities.
Self managed super fund friendly
Given the extensive choice of investments, easy administration and consolidated tax reporting BT Wrap not only provides benefits for you, it can also be an invaluable tool providing efficiency benefits for advisers, accountants and auditors servicing SMSF clients, which can save you time and money.
Consolidated reporting & 24/7 access
A single view of all of your investments with online access to account and portfolio information available 24/7.
Cash account & margin lending
Manage your own cash account and term deposits with competitive interest rates and access to BT Margin Lending.
Integrated life insurance
Access our fully featured and flexible BT Protection Plans insurance solutions integrated seamlessly into the BT Wrap platforms and receive a 10% discount off your policy. Find out more
BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) operates Wrap. An IDPS Guide is available for Wrap and can be obtained from your financial adviser. You should obtain and consider the IDPS Guide before deciding whether to acquire, continue to hold or dispose of interests in Wrap.
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 and policies paid via SuperWrap, which are 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, 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 and BTFM) guarantees the benefits payable in relation to BT Protection Plans.
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. Awards are opinions only and not statements of fact or recommendations to acquire, dispose or hold interests in Wrap. Awards are current at the time of publication but are subject to change.
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 Wrap Cash Account or Westpac securities acquired through Wrap, an investment in, or acquired using, Wrap 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, Wrap.