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More choice and greater control over your investments

Shares and managed funds

Access over 100 wholesale managed funds from over 26 different investment managers and a selection of ASX listed CHESS sponsored securities including direct shares, listed trusts and listed debt securities.

Alternative for SMSF

BT Portfolio SuperWrap offers many of the self managed super fund (SMSF) features, without the administrative burden.

Consolidated reporting & 24/7 access

A single view of all of your super investments with online access to account and portfolio information available 24/7 at your fingertips.

Integrated life insurance

Fully featured and flexible insurance solution integrated seamlessly into the platform.

To find out whether a BT Portfolio SuperWrap account is suited to you, contact a Westpac Financial Planner.


Flexible Insurance Options

By holding assets in a Wrap account you also have access to competitive insurance solutions to protect you and your wealth.

A comprehensive range of insurance solutions that offer tailored protection no matter what stage of life you are in is available through BT Portfolio Wrap. Your Westpac Financial Planner can work with you to understand the right types and levels of cover to protect you now and into the future.

The BT Protection Plans portfolio includes:

  • BT Term Life
  • BT Standalone Living Insurance
  • BT Standalone Total & Permanent Disablement.

To find out whether a BT Portfolio SuperWrap account is suited to you, contact a Westpac Financial Planner.

Ways to apply

Things you should know

More about BT Portfolio SuperWrap

BT Portfolio SuperWrap (SuperWrap) refers to the BT Portfolio SuperWrap Personal Super Plan ('Personal Super Plan') and the BT 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 and the BT Capital Protection Fund 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, 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 (BT Portfolio SuperWrap) 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 SuperWrap 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.

1. Subject to system availability.