Bt is a provider of superannuation, life insurance, investment. For more information on what these details describe, please scroll. Bt multimanager australian shares fund product disclosure statement. However, if you no longer wish to invest in this fund, you should remove.
A product disclosure statement or other disclosure document pds for the bt invest products can be obtained by contacting bt on 0 881 716 or by clicking here. The schroder balanced fund is a multiasset portfolio investing in a selection of growth typically shares and property securities, diversifying typically higher yielding debt and alternatives and defensive typically investment grade debt securities and cash assets, with the investment objective to target a return above australian inflation before fees over the medium to long term. Investment markets are the main driver of the portfolios investment returns. Before applying for superwrap essentials personal super plan or superwrap essentials pension plan, it is important that you read. The product disclosure statement pds is available by visiting. Quickly compare super fund features, fees, and more at canstar australias original and biggest financial comparison site. Your actual unit price will be confirmed upon receipt of a completed transaction request. The transaction account is transactional in nature and is not intended to be used as an investment option. Bt online unit price bt funds management investment. Oneanswer is onepaths flagship investment platform. Bt super for life forms part of retirement wrap the fund abn 39 827 542 991 and is issued by bt funds management limited abn 63 002 916 458 afsl 233724 btfm, trustee, we, us, the trustee of the fund. You can also find detailed information about a mysuper fund in the product disclosure statement pds. Bt is a provider of superannuation, life insurance, investment products, and financial advice. Bt superannuation savings fund is required to provide a product disclosure statement to ensure that each customers understands how their superannuation works.
A superannuation account thats integrated with your online banking and is easy to take from job to job. Product disclosure statement and policy document pds bt protection plans. Product disclosure statement dated 30 september 2017 pds, and should be read in conjunction with the pds. A product disclosure statement or pds is a document or sometimes a group of documents that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive a financial services guide or fsg describes the financial services offered by, and important. The information in this document forms part of the product disclosure statement pds for bt super for life dated 1 april 2020. How do the fees on bt super compare to other funds. A product disclosure statement or other disclosure document pds for the. If you have not received the entire document, please call us on 2 5. To view fees, prices and performance for each product, select your bt super fund. Other management, transactional and operational costs may apply to an etf, managed fund or managed portfolio option. View your total portfolio balance including any term deposit, managed fund and managed portfolio investments.
It is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Are you looking for the usi, spin, abn or address for the bt superannuation savings fund super fund. Superwrap is only available to investors who receive the pds in australia and. Read our product disclosure statement to find out more. An investment in bt super for life is not an investment in, deposit with, or any other liability of, westpac banking corporation abn 33 007 457 141 westpac, or any other company in the westpac group. Admin charge is ridiculous while performance being very average. An investment in bt super for life is not an investment in, deposit with or any other liability of westpac banking corporation abn 33 007 457 141 westpac, st. Benefits now is a program of benefits exclusive to bt super members offering a.
Bt funds management nz limited btnz, we, our or us will invest your money and charge you a fee for. The pds is relevant when deciding whether to acquire or hold a product. Everyday benefits including discounts, health programs and financial tools. This is a superguide super funds guide profile of westpac personal superannuation fund, including information about investment performance, performance ranking and fund member analysis this superguide super funds guide profile is independent information and is not an advertisement for westpac personal superannuation fund. To be eligible, you must be an australian resident on the day your. Updating the information in the bt panorama super product. Netwealth offers a range of products including netwealth super accelerator a product in the netwealth superannuation master fund, netwealth wealth accelerator an investor directed portfolio service, the netwealth managed account and the netwealth global specialist series managed funds. I was looking at asf australian super fund, it seems to be a popular choice, the comparisons stack up greatly on them to say bt super especially in light of the many factors involved and some i cannot really understand. Its designed to support you in building, managing and protecting your clients wealth.
This is a second supplementary product disclosure statement second spds to the bt classic investment funds product disclosure statement pds dated 6 september 2006 as amended by the supplementary product disclosure statement dated 6 november 2006 and should be read in conjunction with the pds. You should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the bt invest products. Bt superannuation savings funds pds product disclosure. A pds for bt super for life can be obtained by calling 0 653 553 or by visiting.
Trust fund, plan or iq super, total risk management pty ltd trustee, abn. Bt panorama investment platform bt financial group. Costs per year may be cheaper on bt super, though australian super fund, still comes out smashing them. View the featured investments and full portfolio of future super now. The usi for bt superannuation investment fund is wfs0401au. Westpac kiwisaver scheme product disclosure statement. Bt superannuation investment fund bt super fund address.
Bt personal portfolio service super bt diversified growth. Its flexible structure allows you to implement the investment strategies that suit your risk requirements, investment time frame and growth and income needs. Buy, sell and track your super and nonsuper investments in one central, online place. Bt funds management limited abn 63 002 916 458 australian financial services licence no. For more information about fees and costs, please see the product disclosure statement. Bt has supported our customers for over 50 years and we will be here for you as the covid19 coronavirus situation evolves.
Bt panorama super product disclosure statement pds. Over the last thirteen years we have had the great pleasure to invest capital on behalf of some of the most successful business executives in canada. The purpose of this spds is to update the following. A the adviser or investor where no adviser is present requests to connect to. Updating the information in the bt panorama super product disclosure statement this update, dated 7 april 2020, relates to the bt panorama super product disclosure statement pds and additional information booklet aib dated 14 march 2020. A product disclosure statement pds for bt super for life can be obtained by calling 0 653 553 or by visiting. Bt personal portfolio service super bt diversified growth managed fund profile. Single sector and diversified investment options qsuper. An investment in bt super for life is not a deposit with, or any liability of, westpac banking corporation abn 33 007. Bt business super investment options bt lifetime flexible pension investment options bt lifetime super employer plan investment options bt lifetime personal super investment options investment options for bt classic lifetime personal super investment options for bt classic lifetime flexible pension. The investment fees in the pdsand the investment menuare shown after allowing for this.
Bt lifetime super employer plan, corporate master trust, 7. When you search for mysuper funds in the table below you can filter results by choosing. Montreal investment fund contact details bt global growth. Bt super trust closed to new investors click on the fund name to view unit price history bt classic investment funds click on the fund name to view unit price history bt investor choice funds click on the fund name to view unit price history this fund is open to existing investors only. Overview brand management advertising ambassador program. This product disclosure statement pds is a summary of. Apart from this, rest does not have any relationships or associations with any related body.
Westpac personal superannuation fund super funds guide. Bt super invest superannuation investments that you. Bt superwrap allocated pension plan pension ratecity. Together, these products are referred to as the bt invest products. A product disclosure statement pds is available for bt super and can be.
Letter of compliance bt term life as superannuation and. Get to know your investment options and how they can help you achieve your best retirement. Bt protection plans bt has been protecting australians and their families since 1987. Bt investment funds includes bt cash management trust. A product disclosure statement pds for bt super invest can be obtained by calling 0 653 553 or by visiting bt. Access to optimix a selection of 12 multimanager investment funds.
You should obtain and consider the pds before deciding whether to acquire, continue to hold or dispose of interests in the fund. Product disclosure statement pds in full before making an investment decision. Bt multimanager conservative fund product disclosure statement pds. The objective of the fund is to maximise capital growth over the long term. Oneanswer investment portfolio offers you a comprehensive range of managed funds giving you the flexibility to blend managers, investment styles and asset classes. Westpac securities administration limited abn 77 000 049 47 is the trustee of the bt business super fund and is the issuer of interests in the fund. The information on this website is of a general nature only and does not take into account your personal objectives, situation or needs.
Super number is here for all your super number needs. Flexible pension yes contact fund 83953436008 bt lifetime super bta07au bta07au bt lifetime personal super no. Rest super product disclosure statement pds and forms. Its good to be balanced with more than 90% of members enjoying its strong performance, our balanced option is designed to help your savings grow over the long term. Bt investor wrap additional information and terms booklet. Lifetime is a unique investment option that automatically personalises your investment strategy based on your age and account balance, helping you get the most out of your super, at every stage of your life. For a super fund to earn 5 apples it must be one of the highest quality funds.
Promoter and investment manager of the fund is future super investment services pty ltd abn 55 621 040 702. Bt investor choice funds westpac dynamic growth fund is a unit trust incorporated in australia. Termination of bt tax effective income fund apir rfa0034au and bt diversified share fund apir rfa0033a bt investment funds supplementary product disclosure statement 19 march 2019. Before making a decision about investing with media super, you should consider your own requirements and the relevant product disclosure statement. Investment forms, pdss and offer documents perpetual.
Super investment management pty limited abn 86 079 706 657, afsl 240004, a wholly owned subsidiary company of rest, manages some of the funds investments. You should obtain and consider the pds before deciding whether to acquire, continue to hold or dispose interests into bt super for life. To whom it may concern, bt term life as superannuation and income protection as superannuation. Bt investor choice funds westpac dynamic growth fund. With single sector, you can specify how much of your super is invested in a single asset class. This letter can be provided to your employer to confirm that bt term life as superannuation and income protection as superannuation is part of the superannuation division of westpac mastertrust, which is a complying super fund. Superannuation is a financial product, and as a financial product is requires the statement of disclosure regarding the product. Refer to the product disclosure statement and canstar. Supercheck involves a search for superannuation being undertaken by bt funds management limited abn 63 002 916 458, afsl no. Westpac extends push into choice with bt panorama super. For more information please contact ing professional 1800 804 768 this information is intended for the use of financial advisers and is a summary of some features only. Fund abn fund name usi spin product name contribution restrictions.
The fiducian superannuation service is a streamlined superannuation master trust designed to help you build and manage your wealth before and after retirement. From simple super accounts to the full control of a self managed super fund, bt has the tools to help you track, invest, and grow your super. Single diversified investment strategy this fund offers a mix of investments that stay the same over time. Prices for the bt investment funds and the bt classic investment funds will usually be released two business days after the day to which they relate, however delays may occur in updating the unit prices. With diversified, theres a range of premixed options for you to choose from. Investment risk the fund offers you a choice of five investment options. Manage your savings, deposits andor super contributions, set up an income andor pension plan, get notified of important account activities and use more sophisticated features like dollar cost averaging and reinvestment plans.
Sse to run a mentorship training program for australias emerging. Morningstar provides investment research for stocks, funds, etfs, credit, and lics as well as financial data, news, and investing articles and videos. Bt multimanager conservative fund product disclosure statement pds pdf 164 kb bt multimanager moderate fund product disclosure statement pds pdf 170 kb bt multimanager balanced fund product disclosure statement pds pdf 163 kb bt multimanager growth fund product disclosure statement pds pdf. Panorama super is part of the super fund known as retirement. Westpac extends push into choice with bt panorama super sally rose january 30, 2017 the scale and sophistication of the bt groups investment in technology is. Sse to run a mentorship training program for australias emerging social. A product disclosure statement pds is available for the fund and can be obtained by calling 2 5 or visiting a bt investor centre. You and your the insured person for all policies paid through a super fund, and for all other policies means the. Visibility across your investments, smsf, super and insurance. This update is issued by bt funds management limited abn 63 002 916 458 afsl 233724 btfm and should be. Bt superwrap allocated pension plan was established in 1999 and has been designed to provide a wide range of investment options to members and their authorised advisers. Superwrap is issued by bt funds management limited. George bank, banksa or bank of melbourne which are divisions of westpac, or any other company in the westpac group. Read more about what superannuation is here, what the different types of super funds are and what different super investment options mean.
Before you make an investment decision it is recommended you obtain professional financial advice from your financial adviser tailored to your personal circumstances. Bt panorama will send you a notification each time an additional smsf is. The abn for the bt superannuation investment fund product is 39827542991. The fund is a public offer superannuation fund, regulated. Invest your super in tesla and other exciting, socially responsible companies. The administrator of superwrap is bt portfolio services ltd the. Bt super makes it easy for you to provide your employees with a simple to. Schroder balanced fund renamed schroder strategic growth. Montreal investment fund bt global growth is among the leading hedge funds in canada. Btfm is a subsidiary of westpac banking corporation abn 33 007 457 141 westpac. Product disclosure statements the information contained in this list is general information only and does not take into account your personal objectives, financial situation andor needs. As an employee of willis towers watson, when you start employment, you must choose a superannuation fund to.
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