How to see or change your investment options

You can see, and learn how to change where your super is invested.

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Transcript

Your BT super account online allows you to take action with just a few clicks.

You can leave the investing to us by staying in the default lifestage investment option or choose your own investment mix. This includes options from our simple investment menu: growth, balanced, and a defensive investment option. Alternatively, choose from our full investment menu.

It’s important to consider whether your investment choice is suitable to help you reach your retirement goals. 

To see how your super is invested, select "Your Investments". Here you’ll see what your investment options are, and what percentage of your super is invested in these options. You can also download your fund profile.

To change your investment options, either scroll down on the same page, select "Change investment strategy". Or, you can click "Change investments" from the left-hand menu.

For help on how to change investments, you can also click on 'Show me how to change investments'.

To change your investment option, click on "Add new investment option". Here, you can select from your default Lifestage option, our simple investment menu or our full investment menu. To find out more about these investment options, you can download the fund profile.

Once you’ve selected your choices, click "Add".

You’ll be asked what percentage you’d like to invest in the respective investment options. In order to proceed you’ll need to make sure the total is 100% even if you want to invest in just one investment option.

Once you’ve done this, decide where you want to apply the changes, either on the current balance and future contributions, or future contributions only. Then click "Continue".

Take a read of what the changes mean to confirm you understand, and then click on the "Confirm" button if you choose to proceed.

And remember, you can change your investment options at any time.

Need more help?

Call 132 135 for BT super support.

This information is current as at 17 September 2021.

BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan form part of Retirement Wrap ABN 39 827 542 991 (‘Fund’) and is issued by BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (‘BTFM’), the trustee of the Fund. A Product Disclosure Statement (PDS) and Financial Services Guide (FSG) for BT Super can be obtained by visiting bt.com.au/btsuper or calling 132 135. A PDS and FSG for BT Super for Life can be obtained by visiting bt.com.au/superforlife or calling 132 135. PDS or FSG for BT Super for Life – Westpac Group Plan can be obtained by calling 132 135 or signing into your account online. You should consider the PDS before deciding to acquire, continue to hold or dispose of interests in BT Super, BT Super for Life and/or BT Super for Life – Westpac Group Plan. 

The information in this publication does not take into account your personal objectives, financial situation or needs and because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This publication provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.