BT Portfolio SuperWrap Essentials
Essentials
- High quality investment management
- Choose from 55+ managed funds suitable for superannuation investors
- Personal Super Plan - a flexible and tax-effective superannuation plan for those saving towards retirement
- Pension and Non-Commutable Pension Plan - a flexible retirement income stream that may help you generate capital growth to replace the income you draw down.
Did you know?
1 in 3 Australians have lost or unclaimed super totalling $12.9 billion. Is some of it yours?
Things you should know
- 1. Subject to system availability.
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BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) administers BT Portfolio SuperWrap Essentials (SuperWrap Essentials). BT Funds Management Limited ABN 63 002 916 458 is the trustee and issuer of SuperWrap Essentials. A Product Disclosure Statement (PDS) is available for SuperWrap Essentials and can be obtained from a Westpac Financial Planner. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in SuperWrap Essentials. BTPS’s Financial Services Guide can be downloaded or obtained by contacting a Westpac Financial Planner, calling BTPS on 1300 661 577 or visiting www.bt.com.au.
Apart from any interest investors may have in underlying bank accounts held at Westpac Banking Corporation ABN 33 007 457 141 (the Bank) through a SuperWrap Essentials Cash Account or in Westpac securities acquired through SuperWrap Essentials, an investment in or acquired through SuperWrap Essentials is not an investment in, deposit with or any other liability on the Bank or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of SuperWrap Essentials. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, SuperWrap Essentials. -
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Features
- Consolidated reporting across all investments
- Access to Term Life, Total and Permanent Disability (TPD) and Income Protection insurance
- 24/7 1 access via phone or secure Internet site
- Flexibility to switch your investments between managed funds
- Integration with your cash account, making it easier to manage your money.
For further details or to apply contact a Westpac Financial Panner
Things you should know
- 1. Subject to system availability.
-
BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) administers BT Portfolio SuperWrap Essentials (SuperWrap Essentials). BT Funds Management Limited ABN 63 002 916 458 is the trustee and issuer of SuperWrap Essentials. A Product Disclosure Statement (PDS) is available for SuperWrap Essentials and can be obtained from a Westpac Financial Planner. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in SuperWrap Essentials. BTPS’s Financial Services Guide can be downloaded or obtained by contacting a Westpac Financial Planner, calling BTPS on 1300 661 577 or visiting www.bt.com.au.
Apart from any interest investors may have in underlying bank accounts held at Westpac Banking Corporation ABN 33 007 457 141 (the Bank) through a SuperWrap Essentials Cash Account or in Westpac securities acquired through SuperWrap Essentials, an investment in or acquired through SuperWrap Essentials is not an investment in, deposit with or any other liability on the Bank or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of SuperWrap Essentials. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, SuperWrap Essentials. -
To view PDF files you need Adobe Acrobat Reader. Use Adobe's online PDF conversion tools to convert to another format.
