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Documents

Find all the documents you need to manage your personal, your employee, or your client’s super. We keep it all in one place to keep things simple.

Product Disclosure Statements

All product disclosure statements, updates and disclosure notices for BT superannuation and investment products. 

Annual Member Outcomes Assessments

View and download the latest Annual Member Outcomes Assessments for BT's range of superannuation products.

Product Disclosure Statements

Find all the product disclosure statements, updates and disclosure notices for BT superannuation and investment products.

We may update the information in Product Disclosure Statements (PDSs) or change a product.

  • If the change to the information in the Product Disclosure Statement is materially adverse, we will issue a Supplementary Product Disclosure Statement and notify you as required by law.

  • We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund. Such information will be included in a disclosure notice. Other product updates such as fund or benchmark changes may also be available.

What is a Product Disclosure Statement?

A Product Disclosure Statement or PDS is a document (or sometimes a group of documents) that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive.

A Financial Services Guide or FSG describes the financial services offered by, and important information about, a financial services licensee.

Target Market Determinations for these products are available at bt.com.au/​tmd

Managed funds

Target Market Determination(s) are available at bt.com.au/​tmd

BT Investment Funds (includes BT Cash Management Trust)

BT Classic Investment Funds

BT Global Share Fund

BT Premium Cash Fund

BT Investor Choice Funds (includes BT Investor Choice Cash Management Trust)

BT Multi-manager & Partner Funds

These are available from the investment options page, there is a separate PDS and product update (where issued) for each fund.

Financial Services Guide

Superannuation: Personal and Retirement

This product is now closed. BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super for Life accounts were transferred to Mercer Super on that date.

BT Super for Life

Financial Services Guide

Superannuation : Employer

This product is now closed. BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super accounts were transferred to Mercer Super on that date.

BT Super

Annual Members' Meetings

Other disclosure documents

Target Market Determination(s) are available at bt.com.au/​tmd

In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.

Annual reports

View and download the latest annual reports or financial statements for BT's range of superannuation products.

Annual Outcomes Assessment

View and download the latest Annual Member Outcomes Assessments for BT's range of superannuation products.

For more information on our documents and downloads, contact us today

Call 1300 881 716