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.
Things you should know
- 1. Subject to system availability.
- BT Portfolio Services Limited ABN 73 095 055 208 (BTPS) administers BT Portfolio SuperWrap Essentials(SuperWrap Essentials). Trust Company Superannuation Services Limited ABN 49 006 421 638 is the trustee and issuer of SuperWrap Essentials. You can download BTPS's Financial Services Guide (PDF 304kb). Alternatively it can be obtained by contacting your adviser, calling BTPS on 1300 657 010 or visiting www.bt.com.au. You can download a Product Disclosure Statement (PDF 1mb) (PDS) for SuperWrap Essentials. Alternatively it can be obtained from your financial adviser. You should read the PDS before making a decision whether to acquire or to continue to hold the Wrap Products. 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 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 more information
Visit the BT Portfolio SuperWrap Essentials website.
Things you should know
- 1. Subject to system availability.
- BT Portfolio Services Limited ABN 73 095 055 208 (BTPS) administers BT Portfolio SuperWrap Essentials(SuperWrap Essentials). Trust Company Superannuation Services Limited ABN 49 006 421 638 is the trustee and issuer of SuperWrap Essentials. You can download BTPS's Financial Services Guide (PDF 304kb). Alternatively it can be obtained by contacting your adviser, calling BTPS on 1300 657 010 or visiting www.bt.com.au. You can download a Product Disclosure Statement (PDF 1mb) (PDS) for SuperWrap Essentials. Alternatively it can be obtained from your financial adviser. You should read the PDS before making a decision whether to acquire or to continue to hold the Wrap Products. 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 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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Did you know?
1 in 3 Australians have lost or unclaimed super totalling $12.9 billion. Is some of it yours?
