The BT Superannuation Investment Fund is only available to existing members. If you’re not an existing member but are looking for a new superannuation account, you may like to consider BT Super for Life.
BT Superannuation Investment Fund Retirement Wrap
ABN 39 827 542 991
BT Funds Management Limited
ABN 63 002 916 458
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 is the trustee of BT Superannuation Investment Fund ABN 39 827 542 991, RSE R1001327 and is the issuer of interests in BT Superannuation Investment Fund. A Product Disclosure Statement (PDS) and Financial Services Guide is available for BT Superannuation Investment Fund and can be obtained by calling 132 135. You should obtain and consider the PDS and FSG before deciding whether to acquire, continue to hold or dispose of interests in BT Superannuation Investment Fund.
Superannuation is a long-term investment. The government has placed restrictions on when you can access your preserved benefits. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. In addition, the government has set a non-concessional contributions cap. For more detail, speak with a financial adviser or visit the ATO website. There may be limited circumstances where your employer is not required to accept your Choice of Superannuation fund form eg. if you have already exercised Super Choice in the last 12 months.
The information shown does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described 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.
An investment in BT Superannuation Investment Fund is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of BT Superannuation Investment Fund.