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Master Trusts & Wraps - BT

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The BT Wrap & SuperWrap Essentials advantage

BT Wrap & SuperWrap Essentials:

  • Offers the same product structure and features of Wrap & SuperWrap.
  • Provides access to 58 managed funds from 24 investment managers.
  • Investment options include Australian and International share funds managed by some of the most respected names in investment management.
  • Offers a competitively priced wrap solution for smaller or less complex portfolios.
  • Offers reporting on-demand, giving you access to all the information you need to manage your portfolio.

What is BT Wrap & SuperWrap Essentials?

  • BT Wrap & SuperWrap Essentials enables you to enjoy the control, flexibility and service you expect from an investment service, all under a simple, competitive fee structure.
  • BT Wrap & SuperWrap Essentials is designed to provide you with greater control over your investments, assisting both you to create an easy to manage investment portfolio.
  • BT Wrap & SuperWrap Essentials is suitable for a wide range of investors including individuals, joint investors, partnerships, companies and Self Managed Super Funds who are seeking product flexibility and quality investment choices across all asset classes and a range of managers.
  • All funds offered on BT Wrap & SuperWrap Essentials are managed by high quality managers and are highly rated by major research houses.

Fee Structure

BT Wrap & SuperWrap Essentials is designed around a bundled fee structure. Key features include:

  1. NO Account Keeping Fees
  2. NO Managed Fund Transaction Fee
  3. NO Trustee Fee
Other BT Wrap Links
BT Wrap & BT SuperWrap

BT Geared Wrap

InvestSMART's Transactional Service

Download  Managed Fund Transaction Form


BT Wrap Essentials
Download  Product Disclosure Statement (PDS)

Download  Approved Managed Funds

Download  Investment Options


BT SuperWrap Essentials
Download  Product Disclosure Statement (PDS)

Download  Approved Managed Funds

Download  Investment Options

Download  Insurance Booklet


Fee Summary
Current entry fee Up to 4% (NOTE: InvestSMART rebates 100% of this fee)
Current management fee Wholesale rates
Administration fee Up to 0.79% pa
Adviser/Dealer fees InvestSMART charges an adviser service fee of only 0.55%p.a. on the value of managed funds and shares in the portfolio
Managed fund transaction fee $30.50 per transaction
Current exit fee Nil

To have a BT Wrap or BT SuperWrap Essentials Prospectus mailed to you via post please complete the following form...

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Membership benefits...

  • 100% entry fee rebates
  • Cash back on your managed fund investments with our innovative TrailCap™ program
  • Independent research on...
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    • over 300 ASX-listed Companies
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