BT Super

These fees and costs are estimated amounts in relation to the 12 months to 30 June 2020.

APIR Code Investment Option name Indirect costs (%)1 Other fees (%)2 Borrowing costs (%)
BTA0288AU 1940s Lifestage3 0.14 0.95 0.02
BTA0289AU 1950s Lifestage3 0.14 0.95 0.02
BTA0290AU 1960s Lifestage3 0.16 0.95 0.02
BTA0291AU 1970s Lifestage3 0.18 0.95 0.02
BTA0292AU 1980s Lifestage3 0.18 0.95 0.02
BTA0293AU 1990s Lifestage3 0.18 0.95 0.02
BTA0442AU 2000s Lifestage3 0.19 0.95 0.02
BTA7639AU Active Defensive 0.20 0.95 0.00
BTA5118AU Active Moderate 0.22 1.00 0.00
BTA8610AU Active Balanced 0.23 1.05 0.00
BTA1267AU Active Growth 0.23 1.10 0.00
BTA4469AU Active High Growth 0.21 1.20 0.00
BTA6292AU Index Defensive 0.11 0.70 0.00
BTA6329AU Index Moderate 0.11 0.75 0.00
BTA2413AU Index Balanced 0.11 0.80 0.00
BTA1570AU Index Growth 0.11 0.85 0.00
BTA1215AU Index High Growth 0.11 0.90 0.00
BTA9311AU Active Australian Shares 0.18 1.15 0.00
BTA3009AU Active International Shares 0.14 1.25 0.00
BTA4584AU Active Global Property 0.24 1.25 0.00
BTA3075AU Active Global Fixed Interest 0.15 1.00 0.00
BTA0297AU Cash
Estimated indirect costs in relation to the 12 months to 30 June 2019: 1.28 N/A 0.00
Effective from 1 November 2019 the Cash option invests in a unit trust managed by Pendal. Estimated other indirect costs in relation to the period 1 November 2019 to 30 June 2020 (% pa) 0.12 N/A 0.00
BTA0749AU Index Australian Shares 0.11 0.80 0.00
BTA3104AU Index International Shares 0.10 0.85 0.00
BTA5401AU Index Property Securities 0.10 0.80 0.00
BTA7978AU Index Australian Fixed Interest 0.12 0.75 0.00
BTA5137AU Index International Fixed Interest 0.10 0.80 0.00
BTA7669AU Antipodes Global 0.48 1.83 0.00
BTA0939AU Pendal Technology 0.32 1.75 0.00
BTA8782AU Pendal Core Australian Shares 0.22 1.16 0.00
BTA0295AU Pendal Growth Shares 0.19 0.95 0.00
BTA8643AU Fidelity Australian Shares 0.14 1.20 0.00
BTA5720AU Magellan Global Shares 0.17 1.77 0.00
BTA3197AU Nikko AM Value Australian Shares 0.10 1.05 0.00
BTA6816AU T. Rowe Price Global Shares 0.18 1.45 0.00
BTA9281AU APN AREIT 0.10 1.10 0.00
BTA6520AU Pendal Australian Property Securities 0.20 1.05 0.00
BTA5958AU Pendal Global Property Securities 0.20 1.30 0.00
BTA1038AU RARE Value Infrastructure (Unhedged) 0.37 1.55 0.00
BTA0956AU Pendal Australian Bonds 0.14 0.90 0.00
BTA5729AU Franklin Templeton Multisector Bonds 0.22 1.23 0.00
BTA2241AU PIMCO International Bonds 0.35 0.85 0.00
BTA7850AU UBS Australian Bonds 0.10 0.80 0.00
BTA0294AU Pendal Sustainable Conservative 0.26 0.95 0.08
BTA0296AU Pendal Sustainable Balanced 0.27 0.95 0.08

1. The indirect costs are an estimate of the additional costs to be incurred in connection with managing the underlying assets of the investment options during the 12 month period up to 30 June 2020 (the first full financial year during which the option has been offered).
Indirect costs are estimates and may vary over time. Please refer to the BT Super Product Disclosure Statement (PDS) and Guides for more information.
2. Additional fees and costs, such as the $6.50 per month dollar based Administration fee, buy-sell spreads, activity fees, advice fees for personal advice or insurance fees, may apply. Please refer to ‘Fees and other costs’ section in the BT Super, Super Guide for more information.
3. The indirect cost ratio for the Lifestage options may be higher if certain investment performance targets are achieved by investment managers who may be paid performance-related fees in underlying investments. Please refer to ‘Fees and other costs’ section in the BT Super, Super Guide for more information.
Additional fees and other costs may apply. Please refer to the BT Super Product Disclosure Statement (PDS) and Guides for more information.