Bt superwrap product disclosure statement updated nov 2018. Open a personal choice ewrap super or pension account with no adviser service fees. Asgard super and pension account annual report for the year ending 30 june 2012 the investment options we offer are managed by the following investment managers. These fees apply to the underlying managed investments listed in the list of.
The abn for the asgard ewrap pension account product is 90194410365. Asgard employee super account asgard corporate superannuation service. Asgard ewrap allocated pension account pension ratecity. The information in this list is current as at 21 january 2016 the date of preparation, but is subject to change. Asgard ewrap superpension additional information booklet. Transacting account options change account type select asgard open from the dropdown list and click start working. For more information on what these details describe, please scroll down for a more detailed description. Asgard ewrap superpension list of available investment. Infinity ewrap super pension account andor asgard ewrap super pension account subject to the conditions in this pds being met we will automatically link these accounts for the purposes of calculating the administration fee, which means you may save money on fees. Jan 07, 2014 infinity ewrap superpension account andor asgard ewrap superpension account subject to the conditions in this pds being met we will automatically link these accounts for the purposes of calculating the administration fee, which means you may save money on fees.
A completely flexible and customisable platform, infinity ewrap is priced to suit a range of client needs and support the different adviser remuneration arrangements you may have in place with your clients. A chant west rating sums up our overall view on the merits of a particular fund relative to industry best practice. The asgard superannuation account including the asgard. For a pension fund to earn 5 apples it must be one of the highest quality funds. Asgard open ewrap bt professional bt financial group. Tools for advisers weve created a range of infinity brochures, user guides and support material for you and your team. Changes impacting asgard super and pension products 4 of 4 as0090615sx important information bt funds management limited abn 63 002 916 458, afsl 233724 btfm and the trustee is the trustee of, and the issuer of interests in, each of asgard infinity ewrap super pension, asgard ewrap. Asgard ewrap allocated pension account provides access to over 530 individual managed investments, as well as asx listed securities, term. Retirement solutions bt professional bt financial group. Adviser updates new temporary changes to superannuation benefits government fiscal stimulus package march 2020 reducing client pension minimums on bt platforms changes to interest rates and administration fees were open for business, online. Asgard asgard infinity ewrap super account select package. For all assets on asgard open ewrap superpension and for assets other than listed securities on asgard open ewrap investment. Build your portfolio using a range of 50 managed funds that are managed by a variety of leading investment managers. This update, dated 1 july 2019, relates to the asgard ewrap superpension product disclosure statement as updated or supplemented pds and additional information booklet aib.
Asgard ewrap allocated pension account and asgard ewrap term allocated pension account each an account together comprise a complying superannuation fund under section 45 of the superannuation industry supervision act 1993 sis superannuation fund number 262 047 944. Please see the pension plan section of the booklet for further information about the transfer balance cap. Its easy to give clients with an asgard existing ewrap or asgard infinity ewrap account access to the new asgard open ewrap offer. Disclosure statement and additional information booklet. Investor online gives you quick and easy access to your account information when you want it. Overall pension fund ratings 2020 a 5 apple rating gold is the highest rating from chant west.
The fund is available through adviser networks and authorised holders of an australian financial services licence. This update is issued by bt funds management limited abn 63 002 916 458 afsl no. You can use your existing ewrap super account, or we will set up a temporary ewrap super account for you, to aggregate multiple rollovers and contributions refer to the how super works section in this booklet to confirm you are eligible to make a contribution prior to opening your ewrap pension account. Asgard makes no statement in this pds and is not authorised or. Asgard ewrap investment sfsg 3 asgard ewrap investment1 continued fee type amount how and when paid management costs management costs the fees and costs for managing your investment. The usi for asgard ewrap pension account is 90194410365008. Questions if you have any questions, please call your financial adviser or asgard ibs. Introducing asgard open ewrap, offering a simplified pricing structure that could mean lower administration fees for your clients. Asgard ewrap superpension list of available investment options. About this booklet before applying to invest in ewrap super pension, it is important that you consider the product disclosure statement for ewrap super pension the pds. Asgard infinity ewrap super pension spds 3 infinity ewrap super pension type of fee amount how and when paid investment fee nil not applicable.
Asgard ewrap super pension list of available investment options issue date. Lifefocus private ewrap superpension pds part 1 diversa. However, the investment managers of the underlying managed investments may charge an investment manager fee. Jul 01, 2014 conjunction with your financial adviser, to decide whether to use asgard ewrap investment. Fee aggregation allows you to access savings by only paying one admin. It receives fees paid from those managed investments. Amongst other things, this guide contains information about. Infinity ewrap superpension account andor asgard ewrap superpension account subject to the conditions in this pds being met we will automatically link these accounts for the purposes of calculating the administration fee, which means you may save money on fees. Changes impacting asgard super and pension products. There are no switching fees, although a buysell spread may apply. Accounts funds superpension elements superpension ewrap superpension. Updating the information in the asgard ewrap super pension product disclosure statement and additional information booklet this update, dated 1 july 2019, relates to the asgard ewrap super pension product disclosure statement as updated or supplemented pds and additional information booklet aib. Asgard ewrap super pension refers to asgard ewrap super account and asgard ewrap pension account which are both part of the asgard independence plan division 2 abn 90 194 410 365 the fund.
Personal choice ewrap is a badged version of the award winning asgard ewrap with the same investment menu but lower administration fees than the standard asgard ewrap. Fees when your money moves in and out of the account expense recovery3 we have discretion in deciding whether to pass on all or a. Asgard ewrap allocated pension account was established in 2003 to service the retirement needs of members from a wide range of industries. Asgard ewrap allocated pension account offers a reasonable level of pension flexibility, with members able to select from monthly, quarterly and yearly payment frequencies. Fees and other costs this section shows fees and other costs that you may be charged. Portfoliocare superpension service pds portfoliocare superpension service additional information booklet portfoliocare superpension service investment options portfoliocare ewrap superpension pds portfoliocare ewrap superpension additional information booklet portfoliocare ewrap investment, investment options. This update, dated 1 july 2019, relates to the asgard ewrap superpension product. Asgard infinity adviser brochure 4 ow infinity works.
Portfolio solutions ewrap superpension supplementary product disclosure statement spds replace the text on page 12 under the shaded box, from the subheading fees and other costs to the end of page 15, with the following. Asgard super and pension managed profiles and separately managed. Asgard ewrap pension account asgard super fund address. The asgard employee superannuation account spin is asg0007au.
Portfoliocare super pension service pds portfoliocare super pension service additional information booklet portfoliocare super pension service investment options. All business entities in australia are required to register with the australian governent in order to receive an abn. Superannuation may sound complex but it is really just the money you put away for your retirement. These fees and other costs may be deducted from your money, from the returns on your investment or from the assets of the fund as a whole. The provision of the investments available through asgard ewrap investment or any other investment information, example or statement in this financial services. Asgard supers pds product disclosure statement download. Stay in touch with your investment information and account details 24 hours a day, 7 days a week via a secure, internetbased account information service. This is a badged version of asgard ewrap superpension with lower. The administrator and custodian of asgard ewrap super pension. All you need to do is use the change account type feature on advisernet via.
Please note from financial year 2020, exit fees can no longer be charged by superannuation trustees except as allowed by regulations. Asgard super and pension account annual report for the year. The asgard product suite with the help of your financial adviser, you can find the right asgard product to suit your needs. Bt panorama super additional information booklet 1 july 2019.
Your asgard ibs namepromoter name investor report your investor report for the period ending 30 june 2016 with your account balance and corresponding range of pension payment amounts will be posted in the last week of july 2016. Asgard super is required to provide a product disclosure statement to ensure that each customers understands how their superannuation works. Super funds and pensions tupicoffs, the independent. For more information on fees and costs, please refer to the additional explanation of fees and costs section of the member booklet supplement. Entity abn entity name unique superannuation product name. Members may also select from binding and nonbinding death nomination, as well as reversionary pensions.
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