Asset-based fee (or Tiered fee)
0.15% p.a. for account balances up to $1 million, capped
Account-based fee (or Fixed fee)
Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the account keeping fee payable on the transaction account portion of account.
Pricing is subject to change. Other fees and costs apply, including Cash Account fees, expense recoveries and brokerage fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.
A guide to compare admin fees of BT Wrap to another platform.
Resources to help you educate clients and grow your business.
Related account pricing
Ability to accept transfers of super benefits containing UK monies
Term allocated pensions
- Exchange traded options
- Listed Treasury bonds
- Employee preference shares
- Derivatives (Index, interest rate, grains, energy)
You can obtain access to the BT Wrap Open and BT SuperWrap Open offers simply by completing the registration form below. If your dealer group hasn’t yet registered, they will also need to complete the necessary registration form. If you have any queries regarding setting up your access you can call us on 1300 783 143.
If you're currently registered for Wrap, there will be no changes to your login details. You will be given an additional adviser (F) number to use to access the BT Wrap Open offers.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Wrap Open and BT Panorama Investments and administers BT Panorama Super and BT SuperWrap Open. Asgard Capital Management Limited ABN 92 009 279 592 AFSL 240695 (ACML) operates Asgard Open eWRAP Investment and administers Asgard Open eWRAP Super/Pension. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of BT Panorama Super and BT SuperWrap Open, which are part of Retirement Wrap ABN 39 827 542 991, and the trustee and issuer of Asgard Open eWRAP Super/Pension, which is part of the Asgard Independence Plan – Division 2 ABN 90 194 410 365. Please consider the applicable Product Disclosure Statement or other disclosure document, available by contacting BT on 1300 783 143 or by visiting www.bt.com.au/btopen, before deciding whether to acquire or continue to hold the product. Investors should consider whether the product is appropriate for them. BTPS, ACML, and BTFM are subsidiaries of Westpac. Apart from any interest in underlying Westpac bank accounts held through a cash account (where applicable) or Westpac term deposits, Westpac securities or the BT CMA (where applicable) acquired through the relevant platform products, an investment in, or acquired using, any of the above products 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. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the products.