Access over 580+ managed funds and a selection of ASX listed securities BT SuperWrap has a $50,000 minimum investment.
BT SuperWrap allows us to offer you many of the self managed super fund (SMSF) features, without the administrative burden.
A BT SuperWrap account allows your clients to ‘wrap’ their superannuation portfolio of shares, managed funds and insurance into one easy-to-manage account.
Super and pension options
Your clients have greater control over both their superannuation and pension investments and can select from our Personal Super Plan or Pension Plan products. The Personal Super Plan gives your clients the tools to assist them in maximising their retirement savings while the Pension Plan allows them greater control over their investments and receive income payments in retirement.
Shares and managed funds
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.
Consolidated reporting & 24/7 access
A single view of all of your clients’ investments with online access to account and portfolio information available 24/7.
Hassle-free alternative to SMSF
BT SuperWrap allows us to offer your clients 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.
Integrated life insurance
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. Find out more.
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 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.
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.
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