Bt Superwrap Investment Options

Bt superwrap investment options

BT SuperWrap BT SuperWrap is a superannuation investment platform that provides you and your financial adviser access to over managed funds, ASX listed securities and term deposits, as well as insurance, in one secure online account.

It provides the control, choice, flexibility and service for your super or retirement portfolio. BT Portfolio Services Ltd ABN 73AFSL No. (BTPS) administers BT SuperWrap (SuperWrap).

SuperWrap Term Deposit Notice 11 March 2013

BT Funds Management Limited ABN 63AFSL No.RSE Licence No. L (BTFM) is the trustee and issuer of SuperWrap, which is part of Retirement Wrap ABN 39 RSE Registration R (Retirement Wrap). BT SuperWrap is a superannuation investment platform that provides your clients access to over managed funds, ASX listed securities and term deposits, as well as insurance, in one secure online account.

It provides your clients with the control, choice, flexibility and service to manage their super or retirement portfolio. Simple yet sufficient investment menu: Investment menu includes 45 Wholesale Plus Funds, 5 Advance multi-manager funds, 5 BT Index single sector funds, term deposits, life.

Quick and easy member contributions into your SuperWrap ...

BT SuperWrap Personal Super Plan was established in and has been designed to provide a wide range of investment options to members and their authorised advisor. BT SuperWrap offers a comprehensive range of more than diversified and single sector managed funds, S&P/ASX listed securities, term deposits and cash.

Simple yet sufficient investment menu: Investment menu includes 39 Wholesale Plus Funds, 5 Advance multi-manager funds, 5 BT Index single sector funds, term deposits, life. The Administrator of SuperWrap is BT Portfolio Services Ltd ABN 73 AFSL (the Administrator). Before applying for SuperWrap Personal Super Plan or SuperWrap Pension Plan, it is important that you consider the Product Disclosure Statement (PDS) for SuperWrap, together with this Booklet and the Investment Options Booklet.

These. BT doesn’t offer a ‘one-size-fits-all’ investment approach. We understand that investors have differing goals and attitudes towards investing, so we make available a wide choice of investment options. BT phone number: Mon-Fri ampm (AEST) The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these.

Your investor number is M followed by 8 numbers eg M (the character after M is zero). SuperWrap incorporates a superannuation investment service that ‘wraps’ around your investments — offering you a single point of access to a wide range of investment options including an extensive selection of wholesale managed funds and a selection of ASXlisted CHESS2sponsored securities.

Information about the investments available within SuperWrap is contained in the Investment Options Booklet. Information about insurance cover available within the SuperWrap Personal Super Plan is set out in the BT Protection Plans Product Disclosure Statement and.

BT BT SuperWrap - Allocated Pension Plan | Review ...

SuperWrap offers you a single point of access to a wide range of investment options – over wholesale managed funds, term deposits and securities in the S&P/ASXincluding shares and exchange-traded funds (‘ETFs’).

You can also access Capital. Information about the investment options available within SuperWrap Essentials is contained in the Investment Options Booklet. Information about insurance cover available within the SuperWrap Essentials Personal Super Plan is set out in the BT Protection Plans Product Disclosure Statement and Policy Document (‘BT Protection Plans PDS’).

BT SuperWrap Open Personal Super Plan has been designed to provide a wide range of investment options to members and their authorised advisors. BT SuperWrap Allocated Pension Plan was established in and has been designed to provide a wide range of investment options to members and their authorised advisers.

BT SuperWrap offers a comprehensive range of more than diversified and single sector managed funds, S&P/ASX listed securities, term deposits and cash. BT SuperWrap Open Pension Plan offers reasonable pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies.

Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Throughout this Booklet, BT Portfolio Services Ltd ABN 73 is referred to as ‘the Administrator’.

The Administrator issues this Booklet of investing in the following investment options through Wrap Essentials: w managed funds w Capital Protection w other financial products, and how to invest in those investment options. The Investment Options Booklet contains information on the investment strategies available within SuperWrap, and the range of investment options within each strategy that are available for your SuperWrap account.

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  • BT Portfolio SuperWrap Essentials Information Brochure
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The investment options available in SuperWrap include wholesale managed funds and listed securities. Investment in SuperWrap BT Portfolio Services Ltd (‘BTPS’) is a subsidiary of Westpac Banking Corporation ABN 33 (‘Westpac’).

An investment in, or acquired using SuperWrap or SuperWrap Essentials is not an investment in, deposit with, or any other liability of Westpac or any other company in the Westpac Group. These investments. SuperWrap (BT Funds Management Limited ABN 63 AFSL ) and should be read together with Investment earnings and capital gains in SuperWrap are generally: superannuation calculator to help you check out different fee options.

3. This Investment Options Booklet contains information on the investment strategies available within the Compact menu on Panorama Super and the range of investment options within each strategy that are available for Panorama Super accounts. Information about the investments available within SuperWrap is contained in the Investment Options Booklet.

Information about insurance cover available within the SuperWrap Personal Super Plan is set out in the BT Protection Plans Product Disclosure Statement.

Insignia SuperWrap Personal Super Plan Pension Plan Managed Investments Fees and Costs List 9 March This Managed Investments Fees and Costs List (List) is issued by BT Funds Management Limited ABN 63 AFSL (BTFM), the trustee of SuperWrap, which is a part of Retirement Wrap ABN Investment in SuperWrap Essentials BT is a subsidiary of Westpac Banking Corporation ABN 33 (‘Westpac’).

An investment in, or acquired using SuperWrap Essentials 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.

another SuperWrap account. Or alternatively, the total of investment options you held at the end of the statement period. These returns are for the investment options and may Please refer to the BT Life Protection Plans (SuperWrap and SuperWrap Essentials) Insurance Booklet for more details or contact your adviser.

BT Super was established in to service the retirement needs of members from a wide range of industries. The fund is a public offer fund and allows members from all industries to apply for bmep.xn----7sbqrczgceebinc1mpb.xn--p1ai Super offers an investment menu of 12 diversified options and 26 single sector options, as well as seven Lifestage options that automatically transitions the asset allocation to. (SuperWrap, SuperWrap Essentials, or Panorama Super), and To apply for the continuation option, you must: • Obtain a copy of the BT Protection Plans Product Disclosure Statement and Policy Document (‘PDS’) from your adviser.

• I/we direct and authorise the administrator of my/our investment account, BT Portfolio Services Limited. BT SuperWrap Open - Pension Plan. New. $ Promoted.

Bt superwrap investment options

Compare. $k. Advisory services. Death insurance. Income protection. Online access. Term deposits. Variety of options. More info.

Switching between investment options does not incur a fee. Member fee only applies to account balances under $10, SuperRatings awards. Past 5-year. Managed Investments Fees and Costs List BT SuperWrap Open This Managed Investments Fees and Costs List (List) is issued by BT Funds Management Limited ABN 63 AFSL (BTFM), the trustee of SuperWrap, which is a part of Retirement Wrap ABN 39 BTFM is a subsidiary of Westpac Banking Corporation ABN 33 This is the Investment Options Booklet for the SuperWrap Personal Super Plan and SuperWrap Pension Plan ('SuperWrap').

SuperWrap is part of the super fund known as Retirement Wrap ABN 39 The issuer of SuperWrap and trustee of Retirement Wrap is BT Funds Management Limited ABN 63 AFSL Personal Super Plan Additional Investment Form. YOUR REQUEST CANNOT PROCEED IF THIS SECTION IS NOT SIGNED Signature of Investor Date (dd/mm/yy) // You can submit this form to: ˜ ˜ mail Super Wrap ˜ GPO BoxAdelaide SA ˜ Fax (08) email [email protected] BT Funds Management Limited ABN 63 is the.

Investment information 7 Other important information 11 Financial information 14 About this Annual Report This annual report dated 15 December is issued by BT Funds Management Limited (ABN 63RSE L) (‘Trustee’), the issuer and trustee of SuperWrap, which is part of the super fund known as Retirement Wrap. SuperWrap account. Or alternatively, the total of any dividends investment options you held at the end of the statement period. These returns are for the investment options and may 1 If you held Wrap Capital Protection during the statement period, the management cost for BT Capital Protection Fund called Protection issuer fee was.

· SuperWrap Information Brochure, the SuperWrap Investment Options Booklet and this Insurance Booklet. Protection with BT is an investment in your financial security.

BT has been helping Australians create, manage and protect their wealth since Today, BT is one of Australia’s leading. Click below to view the Unit Trust Annual Report for your investment options: BT Investment Funds Annual Report. BT Classic Investment Funds Annual Report. BT Premium Cash Fund Annual Report. If you are having trouble viewing any of the above links please contact BT Client Services onam to pm, Monday to Friday.

Bt Superwrap Investment Options: BT SuperWrap Open - Arco Advisory

BT Financial Group (Retail Super Fund): out of 5 stars from genuine reviews on Australia's largest opinion site bmep.xn----7sbqrczgceebinc1mpb.xn--p1ai 3 Benefits and features 4 1. Features of your investments 4 2. The Cash Account 8 3. Transaction options 9 4.

Bt superwrap investment options

Closing your Wrap account 13 5. Authorised representatives 13 Additional information on fees 14 Additional information on tax 15 Other important information 16 Terms and Conditions 19 Sponsorship Agreement 27 Contents. It should be read by members considering an investment in a Westpac Term Deposit through SuperWrap.

Introducing BT SMSF - Part 02 – Building a diverse portfolio

In its role as trustee of SuperWrap, BT Funds Management Limited ABN 63 AFSL No. RSE Licence Number L (“ Trustee ”) does not offer or. At the time of writing, BT Super does not offer an ethical super investment option.

However, BT Panorama (financial adviser platform) and BT Invest (investment platform) identify sustainability scores for the performance of ASX companies regarding. Making member contributions into your SuperWrap cash account is quick and easy with our range of convenient options. Use the instructions below to transfer funds electronically via either Electronic Funds Transfer BT Wrap (NBFI).

` Please call BT Wrap on if any further information is required. BT Portfolio Services Ltd ABN 73 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). BT Funds Management Limited (ABN 63RSE L) is the trustee and issuer of SuperWrap (ABN 39RSE R).

BT SuperWrap - Finpac

Investment Options - Compact Menu. Product Disclosure Statement (PDS) BT SWMS.

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BT Protection Plans PDS. InvestorWrap Additional Information & Terms. InvestorWrap Managed Funds. InvestorWrap Short Guide. SuperWrap Additional Information.

SuperWrap Investment Options. SuperWrap Managed Funds. SuperWrap PDS. Westpac Term Deposits PDS. BT Wrap Open. · BT announced the new pricing structure for Panorama on July 23, along with the launch of its Compact platform, which offers lower pricing for a stripped-back investment selection.

While the basis-point asset-based administration fee dominated the headlines, the new prices also included a $a-year flat account fee for wrap (super and non. BT Portfolio Services Ltd Westpac Banking Corporation Investment in Wrap Wrap is an investment service operated under the Investor Directed Portfolio Service Class Order [C/O 13/] issued by the Australian Securities and Investments Commission (ASIC).

ASIC is. PART 1 of this FAQ relates to SuperWrap, while PART 2 relates to Investment Wrap. If you have any questions not covered in this FAQ, please speak to your Business Development Manager, or call one of our Wrap consultants onMonday to Friday between am and pm (Sydney time).

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