Sign up for updates

BT Lifetime Personal Super

Fund Category UnCategorised
Minimum Initial Investment $5,000
Expected Close Date Ongoing


Other BT master trust Options
BT Investment
BT Lifetime Flexible Pension

BT Lifetime Personal Super provides investors with flexibility and a range of investment options to take control of their superannuation and to plan for their lifestyle in retirement.

Through relationships with some of the world's leading global and local investment managers, BT is able to provide a diverse range of investment choices, including funds managed by BT Investment Management as well as funds managed by external fund managers. Investment options are available to suit all risk profiles, from stable and conservative through to dynamic and aggressive.

BT Super’s investment choices include:


  • BT Investment Options; managed by BT’s investment team and by a number of leading external managers with complementary capabilities.
  • BT Multi-Manager Investment Options; provide exposure to a range of complementary investment managers that have been assessed by BT as being amongst the best in their particular asset class.
  • BT Partner Investment Options; managed by a carefully selected external investment manager with a distinct investment style.
  • BT Select Manager Investment Options; externally managed by a range of leading investment companies.

Key Features


  • Over 20 investment options covering different asset classes and investment styles, managed by BT or allied investment management companies.
  • Easy internet and telephone transaction access available 24 hours a day and 7 days a week
  • Employer contributions: employers can make contributions directly into the BT account of the employee by BPAY or cheque.
  • Personal contributions: investors can make additional personal contributions, spouse contributions and government co-contributions by BPAY, direct debit or cheque.
  • Low cost insurance rates - Death or Death and Total Permanent Disability (TPD) available
  • A choice of binding and non-binding death benefit nominations to suit personal circumstances.

BT Financial Group (BT) is established in 1969 and is a leading provider of superannuation solutions, they manage over $35 billion in superannuation for 700,000 customers. BT Financial Group is the wealth management arm of the Westpac Group.

Are you an existing BT customer?

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.

Superannuation Contribution Remittance

To make a contribution to this superannuation fund, please post your remittance advice to:

BT Lifetime Personal Super
BT Financial Group
GPO Box 2675
SYDNEY NSW 2001

Troubleshooting PDS downloads

Product disclosure statements from the 2020 DIRECTINVEST website will open in a pop-up window. Click here for help allowing pop-up windows on this website.

FEE DISCLOSURE

2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the BT Lifetime Personal Super 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.

Disclaimers and other important information


Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2014   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide