A superannuation investment platform designed to be actively managed by you and your financial adviser. Choice. Control. Convenience.
BT Foundation SuperWrap
BT Foundation SuperWrap offers a choice of investment options in one simple investment tool.
- $2,500 minimum initial investment
- Access a select range of managed funds and term deposits in one secure online account through a registered adviser.
BT Portfolio SuperWrap
BT Portfolio SuperWrap suits those that want a wide choice of investment options.
- $50,000 minimum initial investment
- Access to over 100 wholesale managed funds from over 26 different investment managers through a registered adviser
- Access all ASX listed, CHESS sponsored securities.
Things you should know
The information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.
BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) administers BT Portfolio SuperWrap (SuperWrap) or BT Foundation SuperWrap, BT Funds Management Limited ABN 63 002 916 458 is the trustee and issuer of BT Portfolio SuperWrap or BT Foundation SuperWrap. A Product Disclosure Statement (PDS) available for BT Portfolio SuperWrap and BT Foundation SuperWrap 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 BT Portfolio SuperWrap or BT Foundation SuperWrap. 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 BT Portfolio SuperWrap or BT Foundation SuperWrap or in Westpac securities acquired through BT Portfolio SuperWrap or BT Foundation SuperWrap, an investment in or acquired through BT Portfolio SuperWrap or BT Foundation SuperWrap 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 BT Portfolio SuperWrap or BT Foundation SuperWrap. 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, BT Portfolio SuperWrap or BT Foundation SuperWrap.