To the extent of any inconsistency, this information prevails over any information previously disclosed to you on the same subject matter. Service issue with BT Fees and Charges Performance Please withdraw this amount after tax (net) Retirement Change to my adviser/dealer group Product functionality Other e.g. On a balance of around $450,000 I was paying around $3,000/year in account keeping fees on BT's SuperWrap plus management fees on underlying funds. QUAL also gives Australian investors exposure to sectors where opportunities are limited if they only invest locally, such as information technology and healthcare. The fund also provides financial advisers with a range of sophisticated portfolio management and administrative features, as well as real-time reporting for … Saving Accounts. About Us Contact Us. Chant West Fund Rating. Corporate Governance Statement. SuperWrap (BT Funds Management Limited ABN 63 002 916 458 AFSL 233724) and should be read together with the PDS. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac … BT super are quick to take my money for said SCI insurance. This SPDS is issued by the trustee of SuperWrap (BT Funds Management Limited ABN 63 002 916 458 AFSL 233724) and should be read together with the PDS and Booklet (as updated). Bank Accounts. 2 Message from the the Chair and Managing Director 4 Who we are 6 The board and governance 7 CIO Investment Markets update 10 Investing during a recession 12 Recent … BT Funds Management Limited ABN 63 002 916 458, AFSL. This information has been prepared by BT Portfolio Services Limited ABN 73 095 055 208 AFSL 233715 (BTPS), the operator of BT Wrap and Panorama Investments, and administrator of SuperWrap and Panorama Super; and BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM), the trustee of SuperWrap and Panorama Super, which are part of Retirement Wrap ABN 39 827 542 991. BTPS operates Wrap and SuperWrap. An IDPS Guide is available for Wrap and can be obtained from your financial adviser. Credit Score. BT SuperWrap. They only pay 75% of income not the $5240.00 I have been paying premiums for. value or investment performance of any investments acquired through Wrap and/or SuperWrap. Term Deposits. … AFSL holder AFSL number BT Portfolio Services Ltd 233715 Westpac Banking Corporation 233714 BT Securities Limited 233722. Dividend Reinvestment Plan. The administrator of Insignia SuperWrap is BT Portfolio Services Ltd ABN 73 095 055 208. I am covered for $5240.00 per month as stated on policy but not the case, they want 3 years of tax accessments? L0001090 Westpac Banking Corporation ABN 33 007 457 141. Superannuation. The information in this website has been prepared without taking account of … BT SuperWrap Related Account ; BUSSQ Income Account (Rated) BUSSQ MySuper (Rated) BUSSQ Premium Choice (Rated) CareSuper (Rated) CareSuper Pension (Rated) Catholic Super (Rated) CBUS (Rated) CBUS Electech (Rated) CBUS Sole Traders (Rated) CBUS Super Income Stream (Rated) CFS FirstChoice Employer Super - Post 11Jun13 (Rated) CFS FirstChoice Employer Super - Pre 11Jun13 … Simple to organise and contribute to with … These investments are subject to investment risk, including possible delays in repayment or loss of income and principal invested. BT SuperWrap Open will cease to be available to new members from 1 March 2021. 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. We are committed to supporting you and your adviser to plan for your best retirement. QUAL added to BT SuperWrap and Asgard Super platforms Sydney, 5 November, ... international equities with historically strong performance and defensive characteristics. Home Loans. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. Car Loans. Current Product name (eg BT Portfolio Wrap/SuperWrap) New Product name (eg BT Wrap/SuperWrap) 4. The BT Lifetime Super (Employer Plan) has made just 1.5 per cent a year - around half the annual rate of inflation of 2.93 per cent a year over the same … The BT Panorama mobile app provides both members and their advisers with account information, investment trading facilities and interactive portfolio performance history tools that can be used across multiple mobile devices. The Administrator of C-wrap SuperWrap is BT Portfolio Services Ltd. Investment in SuperWrap BT is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (‘Westpac’). I am covered for $5240.00 per month as stated on policy but not the case, they want 3 years of tax accessments? You should obtain and consider the IDPS Guide before The issuer of C-wrap SuperWrap is: Trust Company Superannuation Services Limited ABN 49 006 421 638 RSE L0000635 Level 3, 530 Collins Street Melbourne VIC 3000 SuperWrap ABN 39 827 542 991 RSE R1001327 Superannuation Product Identification Number TCS0106AU SuperWrap - Personal Super Plan TCS0105AU SuperWrap - Pension … BTFM is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). The issuer of Insignia SuperWrap is: BT Funds Management Limited ABN 63 002 916 458 Level 20, 275 Kent Street Sydney NSW 2000 Ph: 1300 657 010 Date issued - 01 July 2019. BT SuperWrap Open - Personal Super Plan: Master Trust-Personal: Silver: BUSSQ - Premium Choice: Industry-Personal: Platinum #10 Year Platinum Performance# #Career Fund Of The Year Finalist# #Smooth Ride Finalist# BUSSQ Income Account: Industry-Allocated Pension: Platinum #10 Year Platinum Performance# #Career Fund Of The Year Finalist# #Smooth Ride Finalist# BUSSQ MySuper: Industry … Please refer to the BT Life Protection Plans (SuperWrap and SuperWrap Essentials) Insurance Booklet for more details or contact your adviser. Calculators. BT announced the new pricing structure for Panorama on July 23, along with the launch of its Compact platform, ... Bell Potter’s report, published in July, highlighted that hidden fees are a factor in Panorama’s comparatively poor performance. WHY. Company Policies. 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). Access to over 600 managed funds and your personal insurance combined in one account. Pension Funds. The administrator of BT SuperWrap is BT Portfolio Services Ltd. The issuer of Insignia SuperWrap is BT Funds Management Limited ABN 63 002 916 458 Level 18, 275 Kent Street, Sydney NSW 2000 Phone: 1300 657 010 Product Disclosure Statement Insignia SuperWrap Personal Super Plan Insignia SuperWrap Pension Plan Date 15 October 2018 Insignia SuperWrap Insignia SuperWrap … Credit Cards. I switched to a low cost industry fund that was simpler and had all the features I wanted. SuperWrap Essentials enables you to enjoy the control, choice, flexibility and service you expect from an investment service. Home. BT SuperWrap Open will cease to be available to new members from 1 March 2021. 233724 RSE Licence No. BT Super BT SuperWrap Annual Report for the year ended 30 June 2020 BT Funds Management Limited ABN 63 002 916 458 AFSL No. BT Portfolio SuperWrap Essentials Term Allocated Pension Plan ... capital value or investment performance of any investments in, or acquired through SuperWrap Essentials. Personal Loans. BT SuperWrap Personal Super Plan BT SuperWrap Pension Plan Dated 11 March 2013 The distributor of BT SuperWrap is BT Funds Management Limited. About the PDS This is the … A Chant West rating sums up our overall view on the merits of a particular fund relative to industry best practice. behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through Wrap Essentials. It … PAYMENT INSTRUCTIONS For cash withdrawals, the funds will be deposited into your previously nominated ‘one … stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through SuperWrap or SuperWrap Essentials. Corporate Governance Charter. For each transaction the effective date, a description and the amount of the transaction will be displayed. 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. VIEW/DOWNLOAD PDF. They only pay 75% of income not the $5240.00 I have been paying premiums for. Funds are awarded a rating … 233724 (BTFM) is the trustee and issuer of SuperWrap. The account keeping fees for the same balance were less than $400. to the BT SuperWrap platform, reflecting strong interest in this high-yielding ETF from advisers and investors, according to Arian Neiron, Managing Director, VanEck Australia. The issuer of BT SuperWrap is BT Funds Management Limited ABN 63 002 916 458 Level 20, 275 Kent Street Sydney NSW 2000 Ph: 1300 657 010 BT SuperWrap. Compare BT SuperWrap Open - Pension Plan and other Pension Funds products at RateCity, Australia's leading comparison site. This product requires a minimum initial investment of $50,000 to commence membership.BT SuperWrap offers a comprehensive range of more than 500 diversified and single sector managed funds, S&P/ASX 300 listed securities, term deposits and cash. You can view your SuperWrap account’s actual performance by logging on to investorwrap.com.au and referring to your Annual Statement or Performance Report. stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through SuperWrap or SuperWrap Essentials. 1300 001 153 . Knowledge Hub. BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). BT super are quick to take my money for said SCI insurance. Buying a house, consolidation Has this closure been recommended by your financial adviser? VIEW/DOWNLOAD PDF. PLUS tracks the Markit® iBoxx® AUD Corporates Yield Plus Index, which includes the top 50% highest yielding corporate bonds issued in Australia. Yes No 6. BT SuperWrap (BT) BT Wrap (BT) CBA First Choice Grow Wrap (IOOF) – IDPS only HUB24 Macquarie SuperWrap Macquarie Wrap Mason Stevens MLC Navigator Netwealth Orion (IOOF) Panorama (BT) Perpetual Praemium. BT SuperWrap Open Personal Super Plan has been designed to provide a wide range of investment options to members and their authorised advisors. BT Funds Management Limited, BT Funds Management No. WHY. The Administrator of Insignia SuperWrap is BT Portfolio Services Ltd. … No. Toggle navigation powering smart financial decisions. Transaction details and Costs Summary This section shows the transactions that have been conducted on your account during the financial year.
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