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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$25,000 |
| Expected Close Date |
Ongoing |
| Description |
BT Lifetime Flexible Pension is a pension that will suit your needs. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The BT Lifetime Flexible Pension provides investors with a flexible and tax effective retirement solution for an account based pension. An account based pension is a superannuation product that provides regular income until death or until your account is exhausted (please note this may not provide you with a pension for the rest of your life).
The BT Lifetime Flexible Pension allows you to roll over your superannuation funds, invest in a selection of investment options with any earnings being tax free and importantly gives you access to your funds if you require it.
Benefits of an account based pension
- Tax effective - if you are over 60 years old, regular and lump sum payments are tax free (you receive concessional tax treatment if you are under 60 years old).
- Investment earnings are also tax free
- Investment choice - choose an investment strategy to suit your needs with a choice of investment options from BT and other fund managers.
- Flexible payments - you can select your own payment amount (subject to the Government minimum limit) as well as make lump sum withdrawals as you require it.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the BT Lifetime Flexible Pension as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Travel Insurance | Annual business travel insurance for as little as $381.50. Unlimited domestic and international trips. more info
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| Financial Advice | Professional fee for service financial advice - receive advice that is not driven by commissions. more info
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