How to see or change your investment options

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

Next video:

How do I check my insurance?

 

Transcript

Your online BT Super account online allows you to take action with just a few taps or clicks.

You can leave the investing to us by staying in the default lifestage fund or choose your own investment mix from our range of options, including sustainable investments.

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, selected “Investments” from the left-hand menu. 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, you can either scroll down on the same page, and select “Change my existing investment option”.

Or, you can click “Change investments” from the left-hand menu, then “Add new investment option” and select which option you’d like to invest in.

You can download the fund profile on the right of this menu.

Once you’ve selected your choices, click “Add” down the bottom.

You’ll be asked what percentage you’d like to invest in the respective investment options – and the percentage needs to add up to 100%.

Once you’ve done this, decide when you want to apply the changes, either on the current balance and future contributions, or else future contributions only.

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.


© Westpac Banking Corporation.

This information is current as at 22 February 2021.

The information is prepared by BT Funds Management Limited ABN 63 002 916 458, AFSL Number 233724, RSE Licence No. L0001090 (BTFM).  BTFM, is the trustee and issuer of interests in BT Super which is a part of Retirement Wrap ABN 39 827 542 991. 

A Product Disclosure Statement (PDS) is available for BT Super and can be obtained by calling 132 135, or visiting bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super.