BT Lifetime – Flexible Pension
The BT Lifetime - Flexible Pension Plan (the Plan) offers a wide choice of investment options, straight-forward access, competitive fees and is highly tax effective.
Investment options
A wide choice of investment options means you can match your investments to your risk profile. You have access to over 17 managed funds meaning you can diversify across different asset classes and across investment styles and fund managers.
Straight-forward access
You receive comprehensive reporting and 24-hour internet and telephone transaction access to help you monitor and manage your money.
Competitive fees
All detailed information on fees is in the Product Disclosure Statement (PDS).
Tax effective
Converting your superannuation savings to a flexible pension offers you the benefit of tax-free earnings, helping you preserve and grow your retirement capital. Depending on your situation, it may also allow you to benefit from some other significant tax benefits. If you want to know more about any possible tax benefits, you should talk to your financial planner or a qualified tax professional.
Selecting your investment options
BT Benefits
We’ve negotiated some great deals and exclusive offers on behalf of our members. With BT Benefits you can take advantage of:
- Financial products provided by Westpac
- Travel packages, accommodation and car hire
- Travel insurance
- Health insurance
- Leisure and adventure experiences
- Gifts from premium online shopping malls
You can see the full list by logging on to BT Online.
More information
For more information speak with your financial adviser or contact BT Customer Relations team on 132 135.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 is the trustee of the BT Lifetime - Flexible Pension ABN 83 953 436 008, RSE No. R1003864 [the Fund] and is the issuer of units in the Fund. A Product Disclosure Statement (PDS) is available at the Disclosure Documents page or can be obtained by calling 132 135. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.
The taxation position described above is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice.
Related webcast
BT Benefits
Super Savings for Super Members
BT Benefits is an exclusive benefits program available to BT Corporate Super, BT Personal Super, BT Super for Life and BT Retirement customers.
