Enhancements to your BT Protection Plans policy, download a copy of BTPS's Financial Services Guide (FSG). We use cookies to secure and tailor your web use. The minimum initial investment is $50,000. BT Super was established in 2018 to service the retirement needs of members from a wide range of industries. Whatever your financial goals may be, your financial adviser and BT Wrap can help you achieve them. © BT - Part of Westpac Banking Corporation. Insured Member's TFN*: Superannuation – Trustee of SuperWrap or Panorama Super: BT Protection Plans (single policy only) BT Protection Plans linked to a non superannuation policy via BT phone number: 132 135 Mon-Fri 8:30am-5:30pm (AEST) The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The information contained in this report is given in good faith and has been derived from sources believed to be accurate as at its issue date. We find fund addresses, so you don't have to. The phone number for BT Super for the SuperWrap - Term Allocated Pension Plan product is 1300 657 010. Acuity Portfolio Service SuperWrap This Managed Investments Fees and Costs List (List) is issued by BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM), the trustee of SuperWrap, which is a part of Retirement Wrap ABN 39 827 542 991. Server DNS alternativo / secondario 212.17.192.45. Any taxation position described is a general statement and should only be used as a guide. Ideas and tips to help you to prepare for your best financial future. For Term Life as Superannuation and policies paid via SuperWrap, which are part of Retirement Wrap ABN 39 827 542 991 RSE Registration R1001327, the issuer and trustee is BT Funds Management Limited ABN 63 002 916 458 AFSL Number 233724 RSE L0001090 (BTFM). If you’d rather talk through the process before signing up, contact BT … You are required to provide the address of your superfund when you fill out your Super Choice Form. Page 1 of 6 SuperWrap You should obtain and consider the IDPS Guide before deciding whether to acquire, continue to hold or dispose of interests in Wrap. All BT Protection Plans, except for Term Life as Superannuation and policies paid via SuperWrap, are issued by the Insurer. The following form allows you to search all of BT. BT SuperWrap Open no longer available to new members from 1 March 2021. You can sign up for a BT super account online by clicking on a BT super fund in the Canstar superannuation comparison tables. 1 February 1999. Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance. BT Financial says it only takes about 10 minutes to apply online. Access all ASX listed securities and 580+ managed funds. Your individual situation may differ and you should seek independent professional tax advice. BT SuperWrap Open 1 March 2021 BT SuperWrap Open no longer available to new members from 1 March 2021. 10. The fund is a public offer fund and allows members from … The administrator of all policies paid via SuperWrap and Wrap and the arranger of policies paid via Wrap is BT Portfolio Services Ltd ABN 73 095 055 208 AFSL Number 233715 (BTPS). Access over 580 wholesale managed funds from over 100 different investment managers and all ASX listed CHESS sponsored securities including direct shares, listed trusts and listed debt securities. 24 month contract. SuperWrap is part of the super fund known as Retirement Wrap ABN 39 827 542 991. Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security. Insignia SuperWrap Personal Super Plan Pension Plan Managed Investments Fees and Costs List 9 March 2018 This Managed Investments Fees and Costs List (List) is issued by BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM), the trustee of SuperWrap, which is a part of Retirement Wrap ABN 39 These investments I servizi BT prevedono la fornitura di apparati router wi-fi. An IDPS Guide is available for Wrap and can be obtained from your financial adviser. BT Wrap Open – Westpac Term Deposit Terms and Conditions. This address is primarily used for correspondance between your employer and your superfund. The Administrator of C-wrap SuperWrap is BT Portfolio Services Ltd. Apart from any interest investors may have in underlying bank accounts held at Westpac through a Wrap Cash Account or Westpac securities acquired through Wrap, an investment in, or acquired using, Wrap is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. BT Wrap is an investment platform managed with your financial adviser with access to all ASX listed securities, over 580 managed funds, and term deposits, and provides easy administration and consolidated reporting for individual investors, partnerships, trusts, companies and self-managed super funds. For more information on what these details describe, please scroll down for a more detailed description. Your investor number is M followed by 8 numbers eg M01234567 (the character after M is zero) The issuer of platform2 SuperWrap is: BT Funds Management Limited ABN 63 002 916 458 Level 20, 275 Kent Street Sydney NSW 2000 Ph: 1300 657 010 Dated 1 July 2014 The distributor of platform2 SuperWrap is Count Financial Limited. The administrator of BT Portfolio SuperWrap Essentials is BT Portfolio Services Ltd. New 24-month BT Broadband and BT TV contracts required. Neither the Bank nor any member of the Westpac Group (other than the Insurer and BTFM) guarantees the benefits payable in relation to BT Protection Plans. BTFM is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). You can work with your adviser 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. The fund address for BT Super is: GPO Box 2337, Adelaide, SA 5001. The Insurer of BT Protection Plans is Westpac Life Insurance Services Limited ABN 31 003 149 157. Given the extensive choice of investments, easy administration and consolidated tax reporting BT Wrap not only provides benefits for you, it can also be an invaluable tool providing efficiency benefits for advisers, accountants and auditors servicing SMSF clients, which can save you time and money. BT SuperWrap Open Product Disclosure Statement. To the extent of any inconsistency, this information prevails over any information previously disclosed to you on the same subject matter. The information shown on this site 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. Number (TFN) to the Trustee, SuperWrap will not accept any contributions made by you or on your behalf unless your TFN has been provided. The details of the Distributor of SuperWrap are set out in the PDS. You may quote your TFN on the Fund Name: BT Super BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). Prepare for your best financial future – discover how our superannuation accounts can help you save for retirement. If this is a new fund for you, your employer may need to provide the fund with some additional details, or they may need to contact the fund in order to receive details on how to make the correct super contribution payments on your behalf. An investment in, or acquired using SuperWrap is not an investment in, deposit with, or any other liability of Westpac or any other company in the Westpac Group. Fast Facts. 1. adviser details Adviser name Adviser number F Adviser stamp (please use black ink only) 2. investor details Investor number m Investment is a: You need to provide the phone number, for similar reasons you need to provide an address. The issuer of BT Portfolio SuperWrap Essentials is: Trust Company Superannuation Services Limited ABN 49 006 421 638 Level 3, 530 Collins Street Melbourne VIC 3000 Access our fully featured and flexible BT Protection Plans insurance solutions integrated seamlessly into the BT Wrap platforms and receive a 10% discount off your policy. An investment in, or acquired using SuperWrap or SuperWrap Essentials is not an investment in, deposit with, or any other liability of Westpac or any other company in the Westpac Group. Terms apply. BT Sport on BT TV with BT Superfast Fibre. Our notice explains how we use cookies and how you can manage them. These are some of the reasons you're required to provide the address and phone number of the fund. The ABN for the SuperWrap - Term Allocated Pension Plan product is 39827542991. 233715 (BTPS) operates Wrap. BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee and issuer of SuperWrap (ABN 39 827 542 991, RSE R1001327). The form asks for the postal address, not the office address of the fund. BT SuperWrap Personal Super Plan BT SuperWrap Pension Plan Dated 11 March 2013 The distributor of BT SuperWrap is BT Funds Management Limited. By continuing to use this site we assume you're ok with our notice. If we don’t have your TFN If we don’t have your TFN at 30 June of a financial year, we are generally required to deduct additional Indirizzi DNS di BT Italia da configurare nelle risorse di rete del vostro O.S. You could also use this address to send documents to your superfund (check with your superfund first, call 1300 657 010). Find the support, product disclosure statements, and forms you need to grow and manage your BT investments. A single view of all of your investments with online access to account and portfolio information available 24/7. You can, however, notify us in writing not to record your TFN. Neither Westpac 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, Wrap. (Sistema Operativo): Server DNS preferito /primario 212.17.192.217. BT Wrap was awarded Investment Platform of the Year in the Financial Review Smart Investor Magazine’s Blue Ribbon Awards in 2011 and 2012. BT Protection Plans PDS & SPDS. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. BT SuperWrap Managed Investments Fees and Costs List. Awards are current at the time of publication but are subject to change. Specific options available for BT SuperWrap Pension Plan clients are summarised in the table on the following page and then in more detail. For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 RSE L0001090 is the Trustee of SuperWrap, which is part of Retirement Wrap ABN 39 827 542 991 RSE R1001327. Discover the benefits of insurance in letting you plan for the best, and helping you take care of yourself and those you love when you need it the most. Awards are opinions only and not statements of fact or recommendations to acquire, dispose or hold interests in Wrap. transfer of information from this form to a BT Protection Plans electronic application. BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. ... Rollover or withdraw funds from your superwrap personal super p lanor pension. BT phone number: 132 135 Mon-Fri 8:30am-5:30pm (AEST) The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee and issuer of SuperWrap (ABN 39 827 542 991, RSE R1001327). • We can collect your TFN under the Superannuation Industry (Supervision) Act 1993, from a range of sources including you, your employer or the ATO. BT Wrap may be suited to investors with a minimum of $50,000 to invest and who are looking for a greater choice of investment options at wholesale rates. For more information, or to obtain a PDS, speak to your financial advisor. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. As always, you should read the Product Disclosure Statement for any risks and how they may impact you. It does not constitute tax advice and is based on current tax laws and our interpretation. Payment by Direct Debit. The administrator of platform2 SuperWrap is BT … Without a phone number, your employer would be unable to contact your chosen superfund. BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). The administrator of BT SuperWrap is BT Portfolio Services Ltd. Your TFN is confidential, and you should be aware of the following details before you decide to provide it. The distributor of BT Portfolio SuperWrap Essentials is Westpac Banking Corporation. For Term Life as Superannuation and policies paid via SuperWrap, which are part of Retirement Wrap ABN 39 827 542 991 RSE Registration R1001327, the issuer and trustee is BT Funds Management Limited ABN 63 002 916 458 AFSL Number 233724 RSE L0001090 (BTFM).