Forms and disclosure

Adviser forms

• Adviser registration and change of details (PDF 310 KB)
  

• Dealer Groups registration and change of details (PDF 304 KB)
  

• Single investor transfer form (PDF 264 KB)
  

• Bulk investor transfer form (PDF 275 KB)
  

• BT adviser exchange access request form (PDF 175 KB)
  

Investor forms

• Application form (BT PPM) (PDF 6.39 MB)
  

• Cancel an advice fee arrangement form (PDF 74 KB)
  

• Set up an advice fee arrangement form (PDF 136 KB)
  

Forms

• Adviser registration and change of details (PDF 310 KB)

• Dealer Groups registration and change of details (PDF 304 KB)

• Single investor transfer form (PDF 264 KB)

• Bulk investor transfer form (PDF 275 KB)

• BT adviser exchange access request form (PDF 175 KB)

Guides and brochures

• BT Wrap Open Investor short guide (PDF 2.2MB)
  

• BT SuperWrap Open PDS (PDF 3MB)
  

• BT SuperWrap Additional Information booklet (PDF 545 KB)
  

• SuperWrap features and benefits (PDF 200 KB)
  

• BT Portfolio Services FSG (PDF 100 KB)
  

Model portfolios

• Model Portfolio Research: Adviser Efficiency and Client Engagement (PDF 707 KB)
  

• Find out more about Wrap Model Portfolio tools (PDF 2,873 KB)

• How does it work? (PDF 4,701 KB)
  

• Frequently Asked Questions ( 324 KB)

Compact Wrap

• Compact Wrap (PDF 127 KB)

• Wholesale Plus Funds (PDF 3.25 MB)

• Compact Wrap Investor flyer (PDF 91 KB)

• Adviser registration form (PDF 980 KB)

• Dealer group form (PDF 876 KB)

• In­vest­ment (PDF 1.97 MB)

• Super and pension (PDF 2.65 MB)

• Cradle to grave (PDF 76 KB)

• Life insurance (PDF 73 KB)

• Low touch clients (PDF 73 KB) 

• Cost conscious clients (PDF 73 KB) 

• Just starting out (PDF 73 KB)

• Consolidated super (PDF 73 KB)

SuperWrap

• BT Portfolio Services FSG (PDF 97 KB)

Wrap Capital Protection

• Adviser guide (PDF 336 KB)

• SuperWrap FAQs (PDF 101 KB)
  

• BT Capital Protection Fund PDS (PDF 11.9 MB)
  

• Available funds list (PDF 475 KB)
  

  The list of funds that can be protected using Wrap Capital Protection
  

• Initial allocation table (PDF 73 KB)
  

  The initial allocation to the client's selected managed fund
  

Guides

• Establishing an SMSF (PDF 790KB)

• SMSF basic conditions (PDF 128 KB)
  

• SMSF Investments (PDF 312 KB)
  

• Trustee duties
  

• SMSF income streams (PDF 181 KB)
  

• Insurance in an SMSF (PDF 190 KB)
  

• SMSF and Estate Planning (PDF 193 KB)
  

SMSF establishment service

• BT Panorama SMSF Es­tab­lish­ment Ser­vice Guide and Terms and Con­di­tions (PDF 514 KB)
  

SMSF administration service

• BT Panorama SMSF Fund Ad­min­is­tra­tion (PDF 1,122 KB)
  

Forms

• BT Business Super – Request to transfer form (PDF 210 KB)
  

• BT Business Super – Fund nomination form (PDF 156 KB)
  

• BT Lifetime Super – Request to transfer form (PDF 112 KB)
  

• BT Lifetime Super – Fund nomination form (PDF 149 KB)
  

Disclosure

• Westpac SFI PDS (PDF 1.08 MB)

• Westpac Instalment Warrants FSG (PDF 56 KB)

• Westpac Instalment Warrants Net Nominees FSG (PDF 2.07 MB)
  

• ASX Understanding Trading and Investment Warrants (PDF 2.07 MB)

• SFI Disclosure guide 2014 (PDF 229 KB)

• SFI Taxation guide 2014 (PDF 56 KB)

• Westpac BlueChip PDS (PDF 761 KB)
  

• Application forms
  

Disclosure

• Panorama Fi­nan­cial Ser­vices Guide (FSG) (PDF)
  

• BT Cash Man­age­ment Ac­count and BT Cash Management Account Saver and re­lated Pay­ments Ser­vices terms and con­di­tions (PDF 251 KB)

• Code of Banking practice (PDF)

Guides and brochures

• BT Panorama Cash Investments (PDF 206 KB)
  

• BT Cash Man­age­ment Ac­count fees and charges brochure and in­ter­est rate sched­ule (PDF 35 KB)
  

• BT Cash Management Account Saver fees and charges brochure and interest rate schedule (PDF 59 KB) 

• BT Panorama Investment investor guide (PDF)

• Panorama Investments Additional Information and Terms booklet (PDF)

Disclosure

• BT Protection Plans PDS (PDF 2.9 MB)
  

• BT Protection Plans customer guide (PDF 872 KB)

• BT Protection for business owners guide (523 KB)

Forms

• Application form (PDF 2.67 MB)
  

• Premium holiday request (PDF 277 KB)
  

• Alteration request (PDF 40 KB)
  

• Direct debit request (PDF 568 KB)
  

• Nomination of beneficiaries (PDF 144 KB)
  

• SuperWrap Application for continuation option (PDF 133 KB)
  

• Wrap Application for continuation option (PDF 136 KB)
  

• Application for additional benefits (PDF 209 KB)
  

• Business Future Insurability Benefit and Business Cover Benefit application (PDF 518 KB)
  

• BTPP Application for continuation option (Platform Super - for Asgard/LifeFocus/PCP) (PDF 134 KB)
  

Guides and brochures

• BT Protection Plans customer guide (PDF 872 KB)

• BT Protection for business owners guide (523 KB)

• Life Insurance claims statistics flyer (PDF 1.06 MB)
  

• BT Protection Plans adviser enhancement guide (PDF 139 KB)
  

• BT's Strategy for Sustainable Growth (PDF 522 KB) 
  

• The importance of wealth protection in a financial plan (PDF 283 KB)