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Mail 3. ADVISER USE ONLY IDENTIFYING YOUR CLIENTS Existing Westpac customer FSC/FPA forms attached Please enter the client s customer number or Please complete and attach the relevant Individual and Sole traders FSC/FPA CIS key if known below. 4. TAX FILE NUMBER You should provide your TFN when you invest in SuperWrap. If you do not we will not accept contributions rollovers or transfers into your account. Agreement date dd/mm/yyyy 14. DECLARATION AND SIGNATURE By signing this Application...

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What is bt select portfolio superwrap?

bt select portfolio superwrap is a platform that allows investors to access a range of investment options including managed funds, direct shares, and cash in a tax-effective structure.

Who is required to file bt select portfolio superwrap?

Investors who have assets invested in bt select portfolio superwrap are required to file annual reports with the relevant authorities.

How to fill out bt select portfolio superwrap?

Investors can fill out bt select portfolio superwrap reports by providing information on their investment holdings, contributions, withdrawals, and other relevant financial details.

What is the purpose of bt select portfolio superwrap?

The purpose of bt select portfolio superwrap is to provide investors with a consolidated platform to manage and track their investments in a tax-efficient manner.

What information must be reported on bt select portfolio superwrap?

Investors must report details of their investment holdings, contributions, withdrawals, and any other relevant financial information.

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