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).
1300 769 619 firstwrap@colonialfirststate.com.au. AdviserLogic is Morningstar's integrated, easy-to-use financial planning software designed especially for the modern independent financial adviser. Password. FirstWrap Service and Support. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Access around 80 Managed Funds, including a wide range of ANZ and Macquarie Term Deposits and a dynamic Cash Account. Access all ASX listed securities and 580+ managed funds. With Grow Wrap, you and your financial adviser can take full control without the burden of manual administration and paperwork. 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. BTPS's financial services guide can be obtained through this website or by calling BTPS on 1300 657 010. non-lapsing binding nominations allowing you to specify to whom and in what proportions your benefit is paid. This competitive ‘unbundled’ fee structure allows you and your adviser to match Grow Wrap’s investment and insurance solutions to your specific life stage and budget. Benefits of Wrap; Joining Wrap; Adviser login page; How to join wrap Independent Financial Advisers. Email: enquiries@battistellafs.com.au, Our Location
9:00am – 5:00pm Monday – Friday. For more information, or to obtain a PDS, speak to your financial advisor. Please seek personal advice prior to acting on this information. Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.
If you are an adviser who uses BT Wrap through a dealer group, please click here for the Adviser DeskTop. Log into the Investor Desktop and you can find our tax statement delivery timetable under 'Desktop and Service Updates'. Past performance of any product described on this site is not a reliable indication of future performance. BT Wrap was awarded Investment Platform of the Year in the Financial Review Smart Investor Magazine’s Blue Ribbon Awards in 2011 and 2012. If you register your staff, their passwords and user names will be sent to your mailing address for security reasons. 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. Please seek personal advice prior to acting on this information.
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. You should consider whether the information is appropriate for you having regard to your objectives, financial situation and needs. If you would like to register for BT's wrap service please contact Wrap Adviser Relations on 1300 360 899. 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. This could involve delays in the repayment of capital and loss of income or principal invested. For all important updates, please check the Important notices section after you've logged in. AdviserNET is optimised and fully supported for Microsoft Edge and Internet Explorer (IE) up to version 11. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. You can access the following types of insurance: You can easily keep track of your Grow Wrap portfolio online, at any time and on any device through our secure web portal, the online portal1. Julian Battistella, Cameron Blackwell & Battistella Financial Services Pty Ltd, ABN 78 128 239 305 , Toorak Business Centre, Suite 217, 19 Milton Parade, Malvern VIC 3144 are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, a member of the National group of companies. 233715 (BTPS) operates Wrap. All BT Protection Plans, except for Term Life as Superannuation and policies paid via SuperWrap, are issued by the Insurer. 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).
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 … Awards are current at the time of publication but are subject to change. Online transactions - including client registration, Other organisation who may benefit from using a Wrap.
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.
Awards are opinions only and not statements of fact or recommendations to acquire, dispose or hold interests in Wrap.
Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security.
It offers you: Essentials package allows you to accumulate wealth with a comprehensive list of managed funds, cash account and Term Deposits – all at low fees. It also allows you to view reports and account information including: Grow Wrap is designed for investors who want to take control of their super, pension and personal investments with the help of their financial adviser.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. If you would like to register for BT's wrap service please contact Wrap Adviser Relations on 1300 360 899.
Any taxation position described is a general statement and should only be used as a guide. © BT - Part of Westpac Banking Corporation.
Transition to Retirement (TTR) pensions are also available for investors wanting a tailored solution to effectively transition towards retirement.
Our notice explains how we use cookies and how you can manage them. Please download the latest version so you can continue to access your accounts online.
A Product Disclosure Statement (PDS) is available for the Fund and can be obtained from the BT Capital Protection Fund downloads. Manage your own cash account and term deposits with competitive interest rates and access to BT Margin Lending. Your individual situation may differ and you should seek independent professional tax advice.
any income received and all expenses charged to your account. Seamlessly move super savings from the Grow Wrap Super Service into an account-based pension without the need to sell down assets.
BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap).
Allows you to invest in a wide range of professionally managed investment options and ASX listed securities that meet your changing needs. BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No.
BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Wrap Capital Protection designed to enhance and protect your wealth is available on a range of the managed funds on the investment menu. With Grow Wrap, you and your financial adviser can take full control without the burden of manual administration and paperwork. When you have your user name and password you can access the secure Wrap adviser website for: If you have any questions about registering to use BT's wrap service please email us. These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Battistella Financial Services Pty Ltd or our licensee in any way.
BT Wrap Adviser Login: New user?
Grow Wrap Super may be suitable for employees, the self-employed or if you are considering rolling over your superannuation savings prior to retirement. This information is of a general nature and has been prepared without taking into account of your objectives, financial situation or needs.
Extra Care Cover (consisting of Accidental Death and Terminal Illness).
Adviser Wrap Providing superior product design, quality consolidated reporting, ease of administration online, fee flexibility and personal service. 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). Grow Wrap Super and Pension Service - Contribution eligibility rule changes, Grow Wrap Super and Pension Service - Covid19 Product Update, Grow Wrap Super and Pension Service Annual Report, Grow Wrap Super and Pension Service Product Disclosure Statement, Departing Australia Superannuation Payment Guide, Wrap Invest Cash Account Product Information Statement, seamless super, pension and investment management solutions, easy access to your account information online - anytime, anywhere and on any device, competitive fees, where you only pay for what you use. Once you have registered for the website you will be issued with a user name and password.
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