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High quality investment management

BT Foundation SuperWrap is a superannuation investment platform managed by you and your financial adviser. It is carefully designed to meet the needs of those who want to start actively managing their superannuation. It provides various features which give you and your adviser the control, choice, flexibility and service for your super or retirement portfolio.

BT Foundation SuperWrap offers the advantage of a platform that grows with you.

  • $2,500 minimum investment
  • Low fees by offering a select but high quality investment range
  • Tailor your investing to your risk profile
  • Access a selection of wholesale Advance Multi-blend funds
  • Access term deposits with competitive interest rates on balances of $40,000 or more
  • Access to a fully featured and flexible insurance solution with BT Protection Plans
  • Access your account online 24/7.

For further details or to apply contact a Westpac Financial Planner.


Flexible Insurance Options

By working with your financial adviser you can tailor an insurance plan to suit your individual needs so you have a financial safety net.

A comprehensive range of life insurance and income protection solutions to protect you from the financial consequences of illness, injury, medical trauma and death is available through BT Foundation Portfolio.

This insurance covers every stage of your life journey. Your financial planner will work with you to understand the right types and level of cover to protect you now and into the future.

For further details or to apply contact a Westpac Financial Planner.

Ways to apply

Things you should know

BT Foundation Portfolio SuperWrap (SuperWrap) refers to the BT Foundation Portfolio SuperWrap Personal Super Plan ('Personal Super Plan'), and the BT Foundation Portfolio SuperWrap Pension Plan ('Pension Plan'). SuperWrap is part of the super fund known as Retirement Wrap ABN 39 827 542 991 (RSE1001327). The Personal Super Plan and the Pension Plan are sub-plans of the SuperWrap Plan within Retirement Wrap.

The trustee of Retirement Wrap and issuer of SuperWrap is BT Funds Management Limited ABN 63 002 916 458.

BT Portfolio Services Ltd (BTPS) ABN 73 095 055 208, the administrator of SuperWrap, provides the transaction and administration systems behind SuperWrap.

BTPSs Financial Services Guide can be downloaded from or obtained from a Westpac Financial Planner or by calling BTPS on 1300 889 637.

The Trustee and the Administrator are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 ('Westpac'). Apart from any interest investors may have in underlying bank accounts held at Westpac through their SuperWrap Cash Account or Westpac securities acquired through SuperWrap, an investment in SuperWrap is not an investment in, deposit with, or any other liability of Westpac or any other company in the Westpac Group. Investments in SuperWrap are subject to investment risk, including possible delays in payment of withdrawal proceeds and income payments, and loss of principal invested. None of the Trustee, Westpac or any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of Retirement Wrap or any investments in SuperWrap.

More about BT Protection Plans

BT Protection Plans Product Disclosure Statement and Policy Document

The Insurer of BT Protection Plans is Westpac Life Insurance Services Limited. All BT Protection Plans, except for Term Life as Superannuation and policies paid via SuperWrap, are issued by the Insurer. For Term Life as Superannuation, which is part of the Superannuation Division of Westpac MasterTrust, the issuer and trustee is Westpac Securities Administration Limited (WSAL). For policies paid via SuperWrap, which is part of Retirement Wrap, the issuer and trustee is BT Funds Management Limited (BTFM). The administrator of all policies paid via SuperWrap and Wrap and the arranger of policies paid via Wrap is BT Portfolio Services Ltd (BTPS).

The Insurer, WSAL, BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation (the Bank). Neither the Bank nor any member of the Westpac Group (other than the Insurer, WSAL and BTFM) guarantees the benefits payable in relation to BT Protection Plans. This information has been prepared without taking into consideration your personal circumstances. Ask your adviser for the BT Protection Plans Product Disclosure Statement and Policy Document and the BT Protection Plans (SuperWrap and SuperWrap Essentials) Insurance Booklet (each a PDS), to see if BT Protection Plans is right for you.

Westpac Financial Planners

Whatever your financial goals may be your Westpac Financial Planner and BT Portfolio Wrap can help you achieve them. You can work with your financial planner to construct a portfolio that suits your individual needs and have peace of mind knowing all your investments and insurance are managed in the one place.

Westpac Financial Planners are authorised representatives of Westpac Banking Corporation, a licensed securities dealer.