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The Benefits of BT Wrap and BT SuperWrap for Advisers

Superior Product Design

  • Tax calculated at an individual level
  • Insurance options integrated into your Wrap platform
  • Wide investment choice
  • Margin lending
  • Convenient retail features (eg savings plans)

Quality consolidated reporting

  • Regular reports and on demand internet reporting
  • Year end taken care of
  • Financial Planning Software packages
  • Simple brokerage reporting including GST

Ease of administration over Internet

  • Outsourcing admin - saves time and money
  • Secure 24 x 7 Internet access
  • Transactions and reporting
  • Online broker choice (on BT Wrap)

Fee flexibility

  • Up-front 0-5%
  • Ongoing advice fees 0-2%
  • $ or % based
  • Paid to adviser's bank account

Personal service

  • BT Adviser Relations
  • Adviser website
  • BT BDM team
  • Customer Advisory Groups (CAGs)
  • Training and technical sessions

The SuperWrap products referred to on this webpage are issued by BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090). The offer to acquire these products is contained in the relevant prospectus, product disclosure statement or other disclosure document. To invest, complete the application form in or accompanying the relevant disclosure document. To obtain a copy of the relevant disclosure document, contact your adviser. You should consider the disclosure document in deciding whether to acquire or continue to hold the product.

BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee and issuer of SuperWrap (ABN 39 827 542 991, RSE R1001327). The information in this website has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation or needs. BTPS's financial services guide can be obtained through this website or by calling BTPS on 1300 657 010. A product disclosure statement (PDS) or other disclosure document is available for the Wrap Products and can be obtained from your financial adviser. You should obtain and consider the PDS or other disclosure document before deciding whether to acquire or to continue to hold the Wrap Products.