Select a category, choose a product family, then select from the list of available documents. The administrator of superwrap is bt portfolio services ltd the administrator abn 73 095 055 208 afsl 233715. Hear from financial advisers who share how theyre futureproofing their business by managing shifts in consumer expectations. Product disclosure statements pdss and financial services. A product disclosure statement pds is available for superwrap and can be obtained from your financial adviser. Bt superwrap is a superannuation investment platform that gives you and your. The issuer of superwrap and superwrap essentials is. Bt reserve, see chapter 4 of this pds and the bt reserve. Product disclosure statement pds for superwrap, together with this booklet.
This pc software works fine with 32bit versions of windows xp7810. Product disclosure statement dated 30 september 2017 pds, and should be read in conjunction with the pds. Survey planning, data acquisition, editing, chart production, volume calculations pds2000 integrates them all into a single userfriendly software package thats an essential part to your survey. Bt protection plans provide flexible cover options for your clients. Expand your plant design and operations process with a collaborative, intelligent, 2d and 3d plant design environment based on open iso 15926 standards. Successfully implementing a pds vista solution requires a detailed understanding of the organization undergoing the change and careful, methodical planning to migrate the existing business solution to pds vista. You may enter your filters below to locate manuals, brochures, software, drawings, and other important documents. Its a way that many companies and individuals can collaborate on a product that none of them could achieve alone. It provides the control, choice, flexibility and service for your super or retirement portfolio. Westpac securities administration limited abn 77 000 049 472 afsl 233731 rse l0001083 is the trustee of bt business super rse r1003970 abn 81 236 903 448. Bt is a leading life insurance specialist in australia, protecting the lives of more than 1. Termination of bt tax effective income fund apir rfa0034au and bt diversified share fund apir rfa0033a bt investment funds supplementary product disclosure statement 19 march 2019. How do the fees on bt super compare to other funds. Calculate bt panorama admin fees compare bt wrap admin fees.
All documents that form part of the pds for the plan you are interested in must be provided to you at the same time by your adviser. To make it easier for your superwrap and investment wrap clients we enable them. The pds2000 liteview is a freeware viewer which can be used to view pds2000 data files. Superwrap open additional information booklet other information. Bt superwrap is an investment platform that lets you manage your super and. Bt platforms provide one place to manage your clients investments, smsfs, super and.
Trust company superannuation services limited abn 49 006 421 638 level 3, 530 collins street melbourne vic 3000 dated 1. A product disclosure statement or pds is a document or sometimes a group of documents that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive a financial services guide or fsg describes the financial services offered by, and important. The purpose of this spds is to update the following. To find out about bt and the life insurance code of practice, please visit. Bt portfolio services ltd arranges the issue of the bt life protection plans wrap and wrap essentials by westpac life insurance services limited westpac life. Personal super plan pension plan title mr mrs miss ms other given names surname date of birth ddmmyyyy 3.
This update is issued by bt funds management limited abn 63 002 916 458 afsl no. Bt portfolio services limited abn 73 095 055 208, afsl 233715 administrator administers superwrap essentials, a part of retirement wrap. Bt funds management limited abn 63 002 916 458, rse l0001090 is the trustee and issuer of superwrap abn 39 827 542 991, rse r10027. Bt favourite way to thank loyal customers is to put a.
The distributor of bt select portfolio superwrap is magnitude group pty ltd. Before you make an investment decision it is recommended you obtain professional financial advice from your financial adviser tailored to your personal circumstances. Quick and easy member contributions into your superwrap. This spds is issued by the trustee of superwrap bt funds management limited abn 63 002 916 458 afsl no. Bt funds management limited abn 63 002 916 458 afsl 233724 rse l0001090 is the trustee of bt lifetime super employer plan rse r10027 abn 39 827 542 991. You should obtain and consider the pds before deciding whether to acquire, continue to hold or dispose of interests in superwrap. Bt financial says it only takes about 10 minutes to apply online. Bt superwrap essentials personal super plan, wrap account, 1. Bt protection plans supplementary product disclosure statement. Authorised representatives 11 additional information on fees 12 additional information on tax other important information 14 terms and conditions 17 sponsorship agreement 25. Complying fund declaration to whom it may concern superwrap which comprises the personal super plan, pension plan which includes the noncommutable pension plan, and term allocated pension plan is a complying superannuation fund, constituted under the retirement wrap trust deed dated 1. Bt superwrap bt superwrap is a superannuation investment platform that provides your clients access to over 580 managed funds, asx listed securities and term deposits, as well as insurance, in one secure online account. The administrator of bt portfolio superwrap essentials is bt portfolio services ltd.
Pds is a single source of truth for data capture and storage and can easily expand as your business needs evolve. Trust company superannuation services limited abn 49 006 421 638. If youd rather talk through the process before signing up. Streamline the management of your super with bt superwrap an investment platform that gives you access to over 580 managed funds in one secure online environment. The insurer of bt protection plans is westpac life insurance services limited abn 31 003 149 157 asfl. Bt superwrap personal super plan was established in 1999 and has been designed to provide a wide range of investment options to members and their authorised advisor. To enable you utilise various software programmes we provide the ability to. When it comes to insurance, we know one size doesn t fit all. Welcome to toshiba international corporations download site.
Whos responsible for bt life protection plans superwrap and superwrap essentials administrator. Bt life protection plans superwrap and superwrap essentials. A 5 apple rating gold is the highest rating from chant west. Bt portfolio services ltd abn 73 095 055 208 btps operates wrap including wrap essentials wrap and administers superwrap including superwrap essentials superwrap. Bt portfolio services ltd the administrator abn 73 095 055 208. The administrator of bt portfolio superwrap is bt portfolio services ltd. Trust company superannuation services limited abn 49 006 421 638 level 3, 530 collins street melbourne vic 3000 dated 1 july 2007 bt portfolio superwrap. Pds client portal downloads log on acs technologies. Bt portfolio services ltd abn 73 095 055 208 afsl 233715. Wrap offers a variety of options that can assist with charging specific fees for the.
This site has a collection of tools that can be used to work with. A pension fund with 4 apples is a high quality fund a 3 apple rating bronze is the third highest rating from chant west. Bt portfolio superwrap essentials information brochure personal super plan pension plan term allocated pension plan product disclosure statement pds the distributor of bt portfolio superwrap essentials is westpac banking corporation. Australian stateterritory drivers licence containing a photograph of the. Bt superwrap is designed for clients who want choice, flexibility and control in.
For further information about bt protection plans reserve bt reserve, see chapter 4 of this pds and the bt reserve reference document dated 1 may 2020. Your investor number is m followed by 8 numbers eg m01234567 the character after m is zero. Bt wrap end of financial year support bt professional. Complying fund declaration to whom it may concern superwrap which comprises the personal super plan, pension plan which includes the noncommutable pension plan, and term allocated pension plan is a complying superannuation fund, constituted under the retirement wrap trust deed dated 1 february 1999. A product disclosure statement pds is available for superwrap essentials and can be obtained from your financial adviser.
This is referred to by this symbol btfm, we, us, trustee abn 63 002 916 458. Its a way to build open standards as actual software, rather than paper documents. Bt portfolio superwrap essentials information brochure. The issuer of bt portfolio superwrap essentials is. The most frequent installer filenames for the program include. Over the phone call 0 657 010 to get a new password over the phone. The issuer of bt select portfolio superwrap is bt funds management limited abn 63 002 916 458 level 20, 275 kent street sydney nsw 2000 ph. Deliver optimal 2d conceptual plant designs by comparing more alternatives. Superwrap bt funds management limited abn 63 002 916 458 afsl 233724 and should be. Bt portfolio services ltd abn 73 095 055 208 afsl 233715 btps operates bt wrap open and bt panorama investments and administers bt panorama super and bt superwrap open.
To find out about bt and the life insurance code of practice, please visit bt. Plant design software improve your plant design and analysis with comprehensive and interoperable engineering software. Register to view our materials and keep informed with our latest updates. I have been a member of bt super for over 20 years. You can sign up for a bt super account online by clicking on a bt super fund in the canstar superannuation comparison tables. The administrator of bt select portfolio superwrap is bt portfolio services ltd. Bt funds management limited abn 63 002 916 458, afsl 233724.
Asgard capital management limited abn 92 009 279 592 afsl 240695 acml operates asgard open ewrap investment and administers asgard open ewrap superpension. Previous article bt protection plan reserve reference pds 190312 next article st george protection plans adviser guide 190312 the riskinfo resource centre makes extensive use of the pdf file format. The benefits of bt wrap and bt superwrap for advisers. Although every pds solution addresses unique requirements, the basic path used in these implementations is the same.
Perpetual wealthfocus standard fees, retail master trust, 1. Superwrap is issued by bt funds management limited abn 63 002 916 458 afsl 233724, the trustee of retirement wrap btfm, we, us, trustee. Changes to the pds effective from 1 april 2020 introduction of a temporary fee waiver. This is a second supplementary product disclosure statement second spds to the bt classic investment funds product disclosure statement pds dated 6 september 2006 as amended by the supplementary product disclosure statement dated 6 november 2006 and should be read in. Matt heine chats to industry professionals on what opportunities and challenges they see for advisers. Bt investment funds includes bt cash management trust. The arranger has given and not withdrawn its consent to the pds containing information referable to it in.
Making member contributions into your superwrap cash account is quick and easy with our range of convenient options. Pds asset management software is an asset management and condition monitoring application for both web, android and ios that eliminates the need for complicated spreadsheets and inefficient handwritten reports. Product disclosure statements the information contained in this list is general information only and does not take into account your personal objectives, financial situation andor needs. For a pension fund to earn 5 apples it must be one of the highest quality funds a 4 apple rating silver is the second highest rating from chant west. Bt estimates that between 10 and 20 per cent of bt wrap customers will take advantage of this opportunity to lower their fees. Online if we have your current email address on file we can email you a new password. Use the instructions below to transfer funds electronically via either electronic.
Support center update your software ondemand password reset email us system status request enhancements. Bt superwrap is a superannuation investment platform that provides you and your financial adviser access to over 580 managed funds, asx listed securities and term deposits, as well as insurance, in one secure online account. It provides your clients with the control, choice, flexibility and service to manage their super or retirement portfolio. Rollover or withdraw funds from your superwrap personal super p lanor pension. The actual developer of the free software is schlumberger technology corp.
Sse to run a mentorship training program for australias emerging social. Youll find more detailed information on particular topics in the additional information booklet booklet. The details of the distributor of superwrap are set out in the pds. A product disclosure statement pds is available for superwrap and can be. Perforate perforate page 1 of 3 btf330580615px superwrap eue raer oveer 01 superwrap request to transfer 1 july 2015 bt funds management limited abn 63 002 916 458 is the trustee and issuer of superwrap, which is part of retirement wrap abn 39 827 542 991. Please enter your pds customer support login and password. If youd rather talk through the process before signing up, contact bt financial. Portfolio services ltd abn 73 095 055 208, afsl number. Superwrap is a sophisticated solution that keeps all of your superannuation investments in one place, providing you with the investment and tax reporting you need. This is the product disclosure statement pds for the superwrap personal super plan and the superwrap pension plan. With bt protection plans your clients will receive a personalised service, should they need to make. The opensource model has a lot to offer the business world. This supplementary product disclosure statement spds is dated 1 july 2016 and supplements the product disclosure statement pds for bt superwrap.
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