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Disclosure documents download
- BT Lifetime Super Employer Plan - Product Disclosure Statement - not currently available, please contact a Westpac branch
PDS options:
The BT Super for Life Product Disclosure Statement has two parts:
- Part 1 - Information brochure
Download the PDS Part 1 (PDF 1.4MB) only, which includes general product information and detail on Standard insurance. - Part 2 - Customised insurance
Only relevant if you decide to take out Customised insurance. Download the PDS - Parts 1 and 2 (PDF 1.7MB) which includes general product information and detail on Customised insurance.
Information for investors without a financial adviser
Download the Financial Services Guide (PDF 86KB) for information about
the types of services we can offer you.
This Financial Services Guide (FSG) is issued by BT Funds Management Limited
ABN 63 002 916 458 (BTFM) (we, us or our) to tell you about us and to inform
you of the financial services we provide generally and, in particular, in
relation to a superannuation product, BT Super for Life. It is designed to help
you as a retail customer to decide whether to use these services and to ensure
that BTFM complies with its obligations as a financial services licensee.
Product Disclosure Statement (PDS)
Customer Information Brochures
- BT Lifetime Super Employer Plan - Customer Information Brochure - Member (PDF 600KB)
- BT Lifetime Super Employer Plan - Customer Information Brochure - Employer (PDF 600KB)
By post
Spouse, sole trader and business partner application
- Spouse, sole trader and business partner application booklet
(PDF 123KB)
Use this booklet to add spouses, Business Partners and Sole Traders to an existing BT Lifetime Super - Employer Plan.
- BT Business Super - Product Disclosure Statement - Member Booklet (PDF 2353KB)
- BT Business Super - Product Disclosure Statement - Employer Booklet (PDF 1352KB)
- Receive PDS by post
- Spouse, sole trader and business partner application booklet
(PDF 95KB)
Use this booklet to add spouses, Business Partners and Sole Traders to an existing BT Business Super plan.
Information for investors without a financial adviser
If you choose to acquire a financial product issued by BT Funds Management Limited and BT Funds Management No. 2 Limited directly and not through a financial adviser or intermediary, Magnitude Group Pty Ltd will act as your intermediary. Magnitude Group is a member of the BT Financial Group and holds an Australian Financial Services Licence (Licence No 221557).
The financial services offered by Magnitude Group are set out in its Financial Services Guide (PDF 48KB) which you should download and read before deciding to invest. This guide also outlines important information about contacting Magnitude Group, its dispute resolution process and the benefits and commissions Magnitude Group receives.
Investments in this product are not investments, deposits or other liabilities of the Trustee, WBC or member companies of the Westpac Group. The repayment of capital and investment performance are not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested. Westpac Banking Corporation (ABN 33 007 457 141) holds an Australian Financial Services Licence.
To view the
attached PDF file you will need Adobe Acrobat Reader Version 4.0 and above. If
you do not already have
- Adobe Acrobat Reader download it here. To convert a PDF file to ASCI or HTML format, use Adobe's online PDF conversion tools. Acrobat and the Acrobat logo are trade marks of Adobe Systems Incorporated.