Ordinary managed funds generally cost around 1.5% to 2% each year (including the management fee and any ongoing adviser fees), which is less than the overall costs of many wrap or master trust platforms. Investment in Wrap Essentials The provision of this Investor Brochure, the Available Managed Funds List and investments through Wrap Essentials should not be taken as the giving of investment advice by BTPS in relation to investments acquired through Wrap Essentials. The Administrator is not aware of your objectives, financial situation or needs. SuperWrap is part of the super fund known as Retirement Wrap ABN 39 827 542 991 (RSE1001327). Log in to Adviser Online; Click the Investment menu button on the right hand side of Adviser Online home page; Select either Macquarie Wrap IDPS Investment Menu or Super and Pension Investment Menu. Generation Life Investment Bonds PDS. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. BT Compact Wrap will cease to be available to new investors from 1 March 2021. 1) Locate your BT Wrap Adviser Code Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. To commence an Investment Datafeed from BT Wrap, please follow these steps: NOTE: Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License. You can access the Investment Menu through Adviser Online. Contact your BDM for more information on License Types. Index funds and exchange traded funds cost less than 1% per year. The Administrator of SuperWrap is BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 Menu CashOption NML0018AU AMPCapitalCashManagementTrust(W)(ii)(iii) 0.17 Nil N/A Nil 1 NorthActive IPA0067AU NorthActiveBalanced 0.84 0.20 N/A 0.16/0.13 5 IPA0068AU NorthActiveDefensive 0.66 0.21 N/A 0.11/0.10 3 IPA0069AU NorthActiveGrowth 0.95 0.15 N/A 0.17/0.14 6 IPA0070AU NorthActiveHighGrowth 1.08 0.14 N/A 0.19/0.15 6 This information has been prepared by OPC. BT Wrap Managed Investments Fees & Costs List. PHASE ONE - REQUEST THE DATAFEED. A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. This is performed against a number of investment and client related criteria as well as risk considerations. You can learn more about Macquaire Consolidator II here. BT Compact Wrap no longer available to new investors from 1 March 2021. Grow Wrap Super and Pension Service or Grow Wrap Investment Service are issued by OnePath Custodians Pty Limited (OPC) (ABN 12 008 508 496, AFSL 238346, RSE L0000673). About SuperWrap SuperWrap is issued by BT Funds Management Limited ABN 63 002 916 458 AFSL 233724, the trustee of Retirement Wrap (BTFM, we, us, Trustee). The investment menu offers access to a range of investment options – refer to the PortfolioCare eWRAP Investment Options document for available options. CFS FirstChoice Wholesale Investment PDS (includes application forms) CFS FirstChoice Wholesale Investment Investment Options Menu. We have not taken yours and your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. FirstRate Wholesale Investment Deposits and Term Deposit PDS. So think about the costs of wraps and master trusts before you commit. The investment options are subject to ongoing review and due diligence. This information is of a general nature and has been prepared without taking into account of your objectives, financial situation or needs. MANAGED FUND INVESTMENT MENU 1 January 2021 Product name APIR Code SRM Management Cost* Management Cost Rebate Buy Spread* Sell Spread* Cash Pendal Enhanced Cash Fund (formerly BT Wholesale Enhanced Cash Fund) WFS0377AU 1 0.25% 0.04% Vanguard Cash Reserve Fund VAN0020AU 1 0.15% 0.00% 0.00%
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