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. All actions in tpds toshibaprogram development software windows are initiated from the main window. Before you make an investment decision it is recommended you obtain professional financial advice from your financial adviser tailored to your personal circumstances. Super and pension options your clients have greater control over both their superannuation and pension investments and can select from our personal super plan or pension plan products. A wrapper around samtools and a few other tools to. February 2019 superwrap personal super planpension plan. 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.
Changes to the pds effective from 1 october 2019 on the front cover of the pds, the reference to the distributor is deleted. This spds is issued by the trustee of superwrap bt funds management limited abn 63 002 916 458 afsl no. Limited abn 63 002 916 458 afsl 233724 btfm as trustee of retirement wrap abn 39 827 542 991 retirement wrap please read before signing this form. Changes to the investor guide effective from 1 october 2019.
Bt estimates that between 10 and 20 per cent of bt wrap customers will take advantage of this opportunity to lower their fees. See appendix a for a description of the drop down selection from the windows menu. Bt reserve, see chapter 4 of this pds and the bt reserve. Compare bt superwrap allocated pension plan and other pension funds products at ratecity, australias leading comparison site.
Your investor number is m followed by 8 numbers eg m01234567 the character after m is zero. Guide to activating accounting software connection bgl simple. Alternatively, feel free to give us a call on 02476 880 880. Superwrap helps your clients build and protect their retirement nest egg offering all the choice, flexibility and control they should expect from a market leading platform. Onq wrap the family portfolio superwrap the family section superwrap. Product disclosure statement dated 30 september 2017 pds, and should be read in conjunction with the pds. 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. Superwrap is issued by bt funds management limited abn 63 002 916 458 afsl 233724, the trustee of retirement wrap btfm, we, us, trustee. This application form forms part of the bt protection plans product. 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. Making member contributions into your superwrap cash account is quick and easy with our range of convenient options. We believe that cars are so much more than just a transportation.
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. Complete this form by typing directly into the relevant sections, then print off before signing, alternatively complete by using black pen print in clear capital letters. Sse to run a mentorship training program for australias emerging. Nasaview was written to allow the user to display and examine typical pds archive products containing an image or a table. A super 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.
A product disclosure statement pds is available for superwrap and can be obtained from your financial adviser. Bt multimanager conservative fund product disclosure statement pds pdf 164 kb bt multimanager moderate fund product disclosure statement pds pdf 170 kb bt multimanager balanced fund product disclosure statement pds pdf 163 kb bt multimanager growth fund product disclosure statement pds pdf. Pds is obsessed with caring for your human capital management needs on a granular level. Bt life protection plans superwrap and superwrap essentials. Australian stateterritory drivers licence containing a photograph of the person. Simplify the administrative tasks of financial management by providing a full accounting solution for your parish. Site for european shareware users to download and order shareware. Bt portfolio services ltd abn 73 095 055 208 btps operates wrap including wrap essentials wrap and administers superwrap including superwrap essentials superwrap. Superwrap refers to the superwrap personal super plan and superwrap pension plan. You may enter your filters below to locate manuals, brochures, software, drawings, and other important documents. Use the instructions below to transfer funds electronically via either electronic. 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. Whos responsible for bt life protection plans superwrap and superwrap essentials administrator. Bt principals community adviser services bt professional.
Please enter your pds customer support login and password. The insurer of bt protection plans is westpac life insurance services limited abn 31 003 149 157 asfl. This is the product disclosure statement pds for the superwrap personal super plan and the superwrap pension plan. Amp flexible super select essential protection, retail master trust, 16. Bt superwrap essentials personal super plan, wrap account, 1.
Roll over or withdraw funds from your superwrap personal super plan or pension plan. Use the instructions below to transfer funds electronically via. You can obtain access to the bt wrap open and bt superwrap open offers simply by completing the registration form below. Bt superwrap is a superannuation investment platform that gives you and your. The insurer of bt protection plans is westpac life insurance services limited abn 31 003 149 157. Wrap, superwrap, panorama investments and panorama. Register to view our materials and keep informed with our latest updates. Youll find more detailed information on particular topics in the additional information booklet booklet. Changes to the pds effective from 1 april 2020 introduction of a temporary fee waiver. Bt funds management limited abn 63 002 916 458, afsl no. 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. From organizing a unique chart of accounts to running annual reports, pds ledger removes the worry and hassle from bookkeeping, allowing you to do your job. Trust company superannuation services limited abn 49 006 421 638. 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.
Keep our tips in mind for how to choose a super fund, and always read the. Benefits now benefits now is a program for members that offers a range of discounts and. Disclosure statement and policy document pds, current at the date. Updating the information in the wrap investor short guide. The administrator of superwrap is bt portfolio services ltd the administrator abn 73 095 055 208 afsl 233715. To find out about bt and the life insurance code of practice, please visit.
Superwrap was founded by car enthusiasts with a passion for automotive selfexpression. This update is issued by bt portfolio services ltd abn 73 095 055 208 afsl no. This supplementary product disclosure statement spds is dated 1 july 2016 and supplements the product disclosure statement pds for bt superwrap. This program helps your office comply with irs and fasb requirements. Bt portfolio services limited btps is a subsidiary of the westpac banking corporation abn 33 007 457 141. Bt does not accept any responsibility for your obligations as an adviser or afsl holder including your ongoing compliance obligations. The purpose of this spds is to update the following. A 5 apple rating gold is the highest rating from chant west. Which superwrap product do these instructions apply to. 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.
The administrator of bt select portfolio superwrap is bt portfolio services ltd. Authorise bt panorama to access one or more selected smsfs on bgl simple. Wrap accounts bt portfolio services, macquarie wrap, asgard, oasis asset management, mlc custom, mlc navigator and axa summit as well as a white labelled or private labelled version of asgard ewrap called personal choice ewrap. For a super 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. The adminstrator of assetchoice superwrap essentials is bt portfolio service ltd.
Catholic church accounting software pds acs technologies. 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. Personal financial service iselect accumulus wrap service wealth wrap investor service wrap advicelink anz private portfolio asgard xchange wrap. The distributor of bt select portfolio superwrap is magnitude group pty ltd. 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 conjunction with the pds. Pds refers to the product disclosure statement for the bt portfolio superwrap. The first step is to open a new project and select a plc type. A bt superwrap account allows your clients to wrap their superannuation portfolio of shares, managed funds and insurance into one easytomanage account. The details of the distributor of superwrap are set out in the pds. Bt select portfolio superwrap product disclosure statement bt select portfolio. This is referred to by this symbol throughout this pds.
Pds ministry scheduler is a flexible and customizable solution for scheduling masses, allowing the administrator to establish preferences and adjust for conflicts. Select a category, choose a product family, then select from the list of available documents. A wrapper around samtools and a few other tools to facilitate deep sequencing data analysis. You should obtain and consider the pds before deciding whether to acquire, continue to hold or dispose of interests in superwrap. A pension fund with 4 apples is a high quality fund a 3 apple rating bronze is the third highest rating from chant west. Cheap and safe using payment via local bank accounts. These services are administration and support services only. This update is issued by bt funds management limited abn 63 002 916 458 afsl no. Product disclosure statement pds for superwrap, together with this.
Pds is a single source of truth for data capture and storage and can easily expand as your business needs evolve. 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. The bt services available for purchase including the bt principals community are also provided by bt. A product disclosure statement pds is available for the fund and can be obtained from the bt capital protection fund downloads. If you have any questions about laundry equipment sales, service or maintenance, or you regarding our dosing systems, simply complete the form below and well get back to you as soon as possible. Additional information and terms booklet as updated. Bt investment funds includes bt cash management trust.
Bt protection plans application form bt financial group. 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. The fv software is small, completely selfcontained and ready to run on many platforms. Visit canstar today and see how bt superannuation stacks up against other super funds. Whether you need an endtoend recruiting, human resources, benefits, and payroll solution, or a full range of other hr services, we build technology for you to match your specific needs in a personalized manner. Superwrap open additional information booklet other information. Take the chaos out of ministry scheduling with pds ministry scheduler. Pds is bt funds management ltd abn 63 002 916 458, afsl 233724 btfm, we. Bt portfolio superwrap information brochure personal super plan pension plan term allocated pension plan product disclosure statement pds the distributor of bt portfolio superwrap is westpac banking corporation. Protection as superannuation is bt funds management.
Members of superwrap are bound by the provisions of the trust deed, as amended from time to time. Each insurance premium is deducted from your cash account on the frequency that you select. Bt life protection plans wrap and wrap essentials product disclosure statement and policy document pds. Please ensure that you read the product disclosure statement to.
A product disclosure statement or other disclosure document pds for the. Superwrap, which comprises of the personal super plan, pension plan and term allocated pension plan, is part of the complying superannuation fund known as retirement wrap, constituted under the retirement wrap trust deed dated 1 february 1999. Select one box only personal super plan pension plan term allocated pension plan if you have more than one superwrap account, use a separate form for each product when nominating a beneficiary. The benefits of bt wrap and bt superwrap for advisers. Enable ministers to access upcoming schedules on their phone. If you have any queries regarding setting up your access you can call us on 0 783 143. Superwrap is part of the retirement wrap superannuation fund the fund. Each archive file must have an attached or a detached pds label. Welcome to toshiba international corporations download site. Quick and easy member contributions into your superwrap. For more information, or to obtain a pds, speak to your financial adviser.
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