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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$25,000
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Expected Close Date
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Ongoing
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| 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 retirement 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).
100% entry fee rebate
2020 DIRECTINVEST offers 100% entry fee rebate for all investments in BT funds. If you have an existing account you can transfer to 2020 and save with a simple one page Fund Broker Nomination Form.
Investment features:
- Choose from over 15 investment options managed by leading Australian and international investment managers
- Switch between investment options any time (no switching fee currently applies)
- Automatically rebalance your investment options to your nominated investment profile
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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