Benefits of Wrap for Investors
The wide investment choice makes wrap suitable for individuals, companies, partnerships, trusts, and also self managed super funds. BT Wrap (for general investments) and BT SuperWrap (with a Personal Super Plan and an Allocated Pension Plan) offer access to a wide range of wholesale managed funds and ASX listed CHESS sponsored securities.
BT Wrap and BT SuperWrap provide consolidated reporting across your investments. One set of accounts makes tax planning easier and enables you and your adviser to make more informed decisions about your investment strategies.
Flexible product features make investing easy no matter what needs may be. Convenient features include a Regular Contribution and Deposit Plan, Regular Investment Plan and a Cash Account paying competitive interest.
Keeping track of your portfolio is easy with this website. You can also use the telephone Voice Response Service (VRS) 24 hours a day, 7 days a week or call 1300 657 010 from 8.00am to 6.30pm (Sydney time) Monday to Friday.
The BT Personal Super Plan (the 'Plan') is a sub-plan within SuperWrap, a complying superannuation and retirement fund. The Plan may be referred to as BT SuperWrap or the Personal Super Plan. BT Funds Management does not offer this product - its role is limited to being a distributor only.
BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee of SuperWrap (ABN 39 827 542 991, RSE R1001327).
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.