SuperWrap is a sophisticated solution that keeps all of your superannuation investments in one place, providing you with the investment and tax reporting you need. SuperWrap provides both accumulation and pension options form the one platform.
Access more than 500 managed funds and ASX traded securities
Receive consolidated tax reporting
Online access to see detailed information on your portfolio 24/7
Accumulation and pension services available
Access additional services such as Wrap Capital Protection and life insurance
Have greater control over both your superannuation and pension investments by selecting from our Personal Super Plan or Pension Plan products. The Personal Super Plan providing you with access to insurance and a wide range of investments, allowing you to take control and plan for your lifestyle needs in retirement. The Pension Plan allows you to turn your superannuation savings into a flexible income stream during your retirement or transition to retirement.
Access over 580 wholesale managed funds from over 100 different investment managers and a selection of ASX listed CHESS sponsored securities including direct shares, listed trusts and listed debt securities.
A single view of all of your investments with online access to account and portfolio information available 24/7.
BT SuperWrap allows us to offer you many of the Self Managed Super Fund (SMSF) features without the administrative burden. BT SuperWrap takes care of all the ongoing compliance, trustee and administrative responsibilities. Speak to your financial adviser about how BT SuperWrap might work for you.
Access our fully-featured and flexible BT Protection Plans insurance solutions integrated seamlessly into the SuperWrap platform and receive a 10% discount off your policy. Read more about integrated life insurance.
Access over 580 managed funds and a selection of ASX listed securities.
BT SuperWrap has a $50,000 minimum investment.
BT SuperWrap forms part of the Retirement Wrap
SuperWrap Personal Super Plan
ABN 39 827 542 991
SuperWrap Pension Plan
ABN 39 827 542 991
SuperWrap Term Allocated Pension Plan
ABN 39 827 542 991
BT Funds Management Limited
ABN 63 002 916 458
BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) administers BT SuperWrap (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, which is part of Retirement Wrap ABN 39 827 542 991 RSE Registration R1001327 (Retirement Wrap). 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 ASFL. 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, the issuer and trustee is BTFM. The administrator of all policies paid via SuperWrap and Wrap and the arranger of policies paid via Wrap is 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.
BTFM is the responsible entity and issuer of units in the BT Capital Protection Fund ARSN 160 548 970 (the Fund). A 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 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, BTPS and the Insurer are wholly owned subsidiaries of the Bank. Apart from any interest investors may have in underlying bank accounts held at the Bank through a SuperWrap Cash Account or Westpac securities acquired through , an investment in, or acquired using, SuperWrap is not an investment in, deposit with or any other liability of the Bank 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 the Bank 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.