How do I get access to the new pricing offers?


Admin Fee Table

For all assets on Asgard Open eWRAP Super/Pension and for assets other than listed securities on Asgard Open eWRAP Investment

  • Administration fee     0.250% p.a.     on balances up to $850,000, capped

  • Minimum Administration fee     $750 p.a.

For the listed security portion of Asgard Open eWRAP Investment

  • Administration fee     0.268% p.a.     on balances up to $850,000, capped

  • Minimum Administration fee     $805 p.a.

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.
 

Why is the asset-based fee different for the listed security portion of Asgard Open eWRAP?

The administration fee which is charged on all assets excluding listed securities, qualifies for a featured Input Tax Credit of up to 75%. No RITC applies to the administration fee charged on listed securities.

Book into an online information session

Read more about our Asgard Open eWrap offer

2. Access for you

Registered for Asgard

If you're currently registered for Asgard

You may automatically have access to the new Asgard Open eWRAP product using your existing adviser code and AdviserNET login.

You can check if you have access by going to the ‘Products’ menu on AdviserNET and each Asgard Open eWRAP product will be listed if you have access:

Products » eWRAP » Asgard Open eWRAP Investment Account

Products » eWRAP » Asgard Open eWRAP Super Account

Products » eWRAP » Asgard Open eWRAP Pension Account

There will be no changes to your log in details or adviser number. You will simply be given access to Asgard Open eWRAP in addition to the products you already have.

New to Asgard

If you’re new to Asgard or you don’t currently have access to Asgard Open eWRAP

You will firstly need to speak to your dealer group to get Asgard Open eWRAP added to your approved product list. Contact us if you would like assistance or more information to get you started.

3. Access for your clients

Access for clients with an existing eWRAP or Infinity eWRAP accounts

It’s easy to give clients with an Asgard existing eWRAP or Asgard Infinity eWRAP account access to the new Asgard Open eWRAP offer. All you need to do is use the “Change Account Type” feature on AdviserNET via:

Transacting » Account options » Change account type » Select Asgard Open from the dropdown list and click Start working.

Your client’s account number and InvestorOnline login details will remain unchanged, their transaction history is retained and there is no selling down of assets when moving your client to the new Asgard Open eWRAP pricing.

Access for clients with an existing Mastertrust or Elements account

All you need to do is open a new Asgard Open eWRAP account using either a paper application form or AdviserNET via:

Accounts » Open account » Select the clients existing account they wish to transfer » Select the Asgard Open eWRAP account type from the dropdown list » Click Start working » Click Proceed if you've provided your client with the disclosure document. The Transfer Details section of the application will need to be completed.

Accessing Asgard Open eWRAP for a new client account

You can open a new Asgard Open eWRAP account using either a paper application form or AdviserNET via:

Accounts » Open account » Select the Asgard Open eWRAP account type from the dropdown list » Click Start working » Click Proceed if you've provided your client with the disclosure document.

This short video for financial advisers outlines the process to move Asgard eWRAP and Infinity clients to the new Asgard Open eWRAP product
This short video for financial advisers outlines the process to move Asgard Mastertrust and Elements clients to the new Asgard Open eWRAP product
Asgard logo

Want to know more?

Have questions? We’ve answered some of the commonly asked questions here.

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.