Ideas and tips to help you to prepare for your best financial future. Your fees must, by law, be set out in the PDS of your fund. These do not include fees and costs charged directly to your account such as administration fees, buy-sell spreads, activity fees, advice fees for personal advice or insurance fees. Keep our tips in mind for how to choose a super fund, and always read the product disclosure statement (PDS) before you sign up for any superannuation product. Product name BT Super for Life – Westpac Group Plan – MySuper 1970's Lifestage Fund Underlying Fund APIR BTA0291AU Original inception date March 2012 Fund status Open Underlying Fund Size $2207.24 million Investment management fee1 0.68% p.a. Please refer to the BT Super Product Disclosure Statement (PDS) and Guides for more information. This can cover expenses like the super fund’s call centre service and the cost of issuing annual statements. The Indirect costs above comprise of an estimated Regulatory Change Expense Recovery, estimated performance-related fees, and estimated other indirect costs. Prepare for your best financial future – discover how our superannuation accounts can help you save for retirement. The indirect costs of the option are estimated amounts in relation to the 12 months to 30 June 2020 . Estimated performance-related fees may be higher if certain investment performance targets are achieved. Please refer to the BT Super Product Disclosure Statement (PDS) and Guides for more information. Compare super funds Want to increase your retirement savings? 1.9 (7) ING Living Super. By continuing to use this site we assume you're ok with our notice. The table below shows the past performance of all the BT Super for Life investment options. Administration fees are charged by super funds to cover the general cost of managing your super account. The following form allows you to search all of BT. © BT - Part of Westpac Banking Corporation. 1970s: Morningstar Rating (as at 31 Mar 2021) Legal Structure: Superannuation Fund: Fund Inception: 29 Oct 2007: Fund Size: $6641.69 million (as at 31 Mar 2021) Entry Price: $1.9251 (as at 22 Apr 2021) The BT Lifetime Super (Employer Plan) has made just 1.5 per cent a year - around half the annual rate of inflation of 2.93 per cent a year over the same … It does not constitute tax advice and is based on current tax laws and our interpretation. Enhancements to your BT Protection Plans policy. Management Fee: 0.50%: Total Management Cost: 0.55%: Performance Fee:-Entry Price: $1.8778 (11/02/2021) Exit Price: $1.8718 (11/02/2021) Buy/Sell Spread:-NAV: $ 1.87 (11/02/2021) for cash)1 Investment fee Estimated 0.10% to 1.38%2 p.a. It does not constitute tax advice and is based on current tax laws and our interpretation. For more detail, speak with a financial adviser or visit the ATO website. Phone: 1300 653 553 (open Mon-Fri) Post: BT Super for Life, GPO Box 3958, Sydney NSW 2001. Your individual situation may differ and you should seek independent professional tax advice. Westpac's BT Super for Life fails badly on returns and registers, as well as having high fees. Product name BT Super for Life – MySuper 1980's Lifestage Fund Underlying Fund APIR BTA0292AU Original inception date 29 October 2007 Fund status Open Fund size $2281.66 million Total management fee 1.01 % p.a. In addition, the Government has set a non-concessional contributions cap. 1980s: Morningstar Rating (as at 30 Apr 2021) Legal Structure: Superannuation Fund: Fund Inception: 29 Oct 2007: Fund Size: $5888.03 million (as at 31 Mar 2021) Entry Price: $1.966 (as at 7 May 2021) Performance as at 31 March 2021 – Total returns (%) INVESTMENT OPTION 1 MONTH 3 MONTHS 6 MONTHS 1 YEAR YEARS 5 YEARS 10 YEARS SINCE INCEPTION INCEPTION DATE Super and Transition to Retirement (TTR) 1 - Lifestage2 1940s Lifestage - Super 1.11 0.49 4.01 9.13 3.96 3.74 3.95 2.99 Jan … We use cookies to secure and tailor your web use. Indirect costs are estimates and may vary over time. The indirect cost ratio for the Lifestage options may be higher if certain investment performance targets are achieved by investment managers who may be paid performance-related fees in underlying investments. all fees (including a total for ongoing fees) in a single table, a breakdown of individual ongoing fees in a separate table, and, the amount of the fee, either in dollars, or if a percentage-based fee applies using an example of how this works in dollar terms, and. The following links provide a summary of the ongoing fees and costs within the unit price of your investment options. Got a letter from them basically increasing the life insurance fee from $50 to $75 per month (50% increase) in December 2020. as at 30/06/2016 Asset class Diversified Recommended investment timeframe 6+ years Risk category High Any taxation position described is a general statement and should only be used as a guide. For this they charge me 2000$. Administration fees can be charged as a fixed fee, as a percentage of your account balance, or as a combination of both. Additional fees and costs, such as the $9.00 per month dollar based Administration fee, buy-sell spreads, activity fees, advice fees for personal advice or insurance fees, may apply. By continuing to use this site we assume you're ok with our notice. A snapshot of what you pay for Administration fee $9.00 per month + 0.28% p.a. These fees and costs are estimated amounts in relation to the 12 months to 30 June 2020. The premiums for standard death and TPD cover range from $2.21 per month to $47.73 per month (for females) and $4.71 per month to $57.44 per month (for males). BT Super for Life Super,TransitiontoRetirement,andRetirementaccount ProductDisclosureStatement Issued: 20 May 2020 Contents 1.About BT Super for Life 2 2.How super works 2 3.Benefits of investing with BT Super for Life 2 4.Risks of super 3 5.How we invest your money 4 6.Fees and costs 5 7.How super is taxed 6 8.Insurance in your super 7 2.1 (8) Rates and Fees. As a result of this updated legislation, from 1 March 2021 BT Super, BT Super for Life and BT Super for Life - Westpac Group Plan BT will allow one-off Member Advice Fees to be deducted from MySuper accounts with consent. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. 1. You must be working over 20 hours per week to apply for Salary Continuance Insurance. Please refer to ‘Fees and other costs’ section in the BT Super, Super Guide for more information. So no one can access this service, presumably. Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security. Ideas and tips to help you to prepare for your best financial future. *Note: BT Super for Life … as at 30/06/2016 Performance fee may be charged Yes (0.03% p.a. Discover the benefits of insurance in letting you plan for the best, and helping you take care of yourself and those you love when you need it the most. Our notice explains how we use cookies and how you can manage them. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. You understand that nominating BT Super for Life as your chosen fund for employer contributions does not mean that an account you may have in another super fund will be closed or your balance in that account will be rolled over to BT Super for Life automatically. BT Super for Life Additional Information Booklet Dated 27 January 2013 Read this The information in this document forms part of the Product Disclosure Statement (PDS) for BT Super for Life dated 27 January 2013, prepared in accordance with the shorter form PDS regime, and is issued by BT Funds Management Limited ABN 63 002 916 458 (BTFM, Trustee, we, us), the trustee of BT Super for Life. BT Super for Life; and you are either • over age 54 and applying for Death and Total Disablement cover or Salary Continuance cover; OR • you are applying for Salary Continuance Insurance cover of more than $7,500 per month. Performance charts for BT Super for Life - Index Moderate - Retirement Fund (BTA6050) including intraday, historical and comparison charts, technical analysis and trend lines. Enhancements to your BT Protection Plans policy. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. BT super wrap seems is for clients of BT private banking only. The following form allows you to search all of BT. The Government has placed restrictions on when you can access your preserved benefits. The changes are based on the Royal … Important information. I was with BT super for about 9 years, earlier this year I received my BT super statement and I have lost about 15k, when I called them they say it's because of the pandemic. 2. © BT - Part of Westpac Banking Corporation. I has a financial adviser through westpac who spoke about transferring my super to BT super wrap of 100000 and also gave me really high figures for my income protection and life insurance. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Our notice explains how we use cookies and how you can manage them. BT Super for Life - Super Cash Sav Responsible Entity: BT Funds Management Ltd: APIR Code: BTA0297AU: Sector/Asset Class: Australian Cash: Morningstar Rating (as at 31 Dec 2012) Legal Structure: Superannuation Fund: Fund Inception: 29 Oct 2007: Fund Size: $1365.8 million (as at 30 Nov 2020) Entry Price: n/a: Exit Price: n/a See the latest super fund fees … I accepted that but to my surprise, my husband's super did not lose any money and still have considerable increase even during pandemic. Prepare for your best financial future – discover how our superannuation accounts can help you save for retirement. as at 30/06/2016 Performance fees that may be charged No (0.00 % p.a. Additional fees and other costs may apply. For more information please visit the ASIC website. Find out more at Eureka Report Your fees must, by law, be set out in the PDS of your fund. The first step is to compare super funds, so you're in the right place. Discover the benefits of insurance in letting you plan for the best, and helping you take care of yourself and those you love when you need it the most. Buy-Sell spread Estimated 0% - 0.60%2 p.a. You will need to continue to provide your written consent before the one-off Member Advice Fees can be deducted from your account. I was offered this service as I am potentially going to be a high earner this year onwards. BT Super for Life - Moderate Retir. ASIC has produced a set of guidelines around the presentation of these super fund fees. Please refer to ‘Fees and other costs’ section in the BT Super, Super Guide for more information. 1.7 from 55 reviews. Performance charts for BT Super for Life - 1970s Lifestage Fund (BTSVLSS) including intraday, historical and comparison charts, technical analysis and trend lines. Under these guidelines you should expect to see the following in a separate section of the PDS: Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. BankSA SuperCheck involves a search for superannuation being undertaken by BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (BTFM), the trustee and issuer of interests in BT Super for Life, which is a part of The Trustee for Retirement Wrap ABN 39 827 542 991. Product name BT Super for Life – MySuper 1970's Lifestage Fund Underlying Fund APIR BTA0291AU Original inception date 29 October 2007 Fund status Open Fund size $2207.24 million Total management fee 1.01 % p.a. Stockspot’s indexed investment portfolios ranked in the top 3% of all super options in Australia after accounting for investment fees and accumulation stage super … BT Super for Life - 1970s Lifestage Sav Responsible Entity: BT Funds Management Ltd: APIR Code: BTA0291AU: Sector/Asset Class: Multisector Life Stages ? You understand that any fees and if applicable, insurance premiums may continue to be deducted in respect of that other account. Additional fees and costs, such as the $9.00 per month dollar based … in 2016 financial year) Regulatory Change Expense Recovery fee may be … Any taxation position described is a general statement and should only be used as a guide. Fees & costs. Effective for the 12 month period to 30 June 2019: Effective from 1 November 2019 the Cash option invests in a unit trust managed by Pendal. BT Super for Life - 1980s Lifestage Sav Responsible Entity: BT Funds Management Ltd: APIR Code: BTA0292AU: Sector/Asset Class: Multisector Life Stages ? But this fees … 2.0 (7) Customer Service. Other fees includes administration fee and investment management fee. Your individual situation may differ and you should seek independent professional tax advice. Product name BT Super for Life – Growth Fund – Super Original inception date 29 October 2007 Fund status Open Fund size $529.56Super million Total management fee 1.00 % p.a. While Stockspot is only available to SMSFs, many super funds offer similar indexed super options with low fees and consistent performance. 3. Great way of making the money CBA has . Effective from 1 November 2019. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Find out what fees you are currently paying for your super. (0.24% p.a. Superannuation is a long-term investment. We use cookies to secure and tailor your web use. Review Summary; Transparency. Other Fees (%) 3 Borrowing Costs (%) Super and Transition to Retirement (TTR) BTA0288AU: 1940s Lifestage - Super 4: 0.12: 0.78: 0.00: BTA0289AU : 1950s Lifestage - Super & TTR 4: 0.12: 0.78: 0.00: BTA0290AU : 1960s Lifestage - Super & TTR 4: 0.14: 0.78: 0.00: BTA0291AU : 1970s Lifestage - Super 4: 0.15: 0.78: 0.00: BTA0292AU : 1980s Lifestage - Super 4: 0.15: 0.78: 0.00: BTA0293AU : 1990s Lifestage - Super 4
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