Please also see BT Super Invest below.
On 1 April 2023, the sale of Advance Asset Management Limited ABN 98 002 538 329, AFSL 240902 (AAML) to Mercer (Australia) Pty Ltd ABN 32 005 315 917 (Mercer) was completed.
This means that AAML managed fund holdings, balances, investor details and any applicable adviser details have transitioned to Mercer. More information on the transition to Mercer.
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.
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.
No product updates.
Each year we’re required to complete an assessment of BT’s superannuation products. View the results of each assessment.
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.
Currently there are no disclosure notices for our managed funds.
Supplementary disclosure documents are now included with the full PDS on the "Download" page for each product - please return to the Product disclosure documents page to access these documents.
The following registered managed investment schemes operated by BT Funds Management No. 2 Limited (ABN 22 000 727 659, AFSL 233720) (BTFM2) or Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233716) (WFSL) as the responsible entity, rely on the ASIC Corporations (Discretions for Setting the Issue Price and Withdrawal Price for Interests in Managed Investment Schemes) Instrument 2023/693.
| Scheme name | ARSN |
|---|---|
|
Macquarie Dynamic Bond Fund Fidelity Australian Equities Fund BT American Share Fund BT Asian Share Fund BT Cash Management Trust BT European Share Fund BT Future Goals Fund BT International Fund BT Property Securities Fund BT Technology Fund BT Wellington Global Opportunistic Value Fund BT Investor Choice All Australian Growth Share Fund BT Investor Choice All Australian Share Fund BT Investor Choice Australian Bond Fund BT Investor Choice Australian Property Securities Fund BT Investor Choice Balanced Growth Fund BT Investor Choice Cash Management Trust BT Investor Choice Dynamic Growth Fund BT Investor Choice International Share Fund BT Investor Choice Moderate Growth Fund BT Investor Choice All Australian Share Fund NEF BT Investor Choice Australian Growth Share Fund BT Investor Choice Australian Share Fund BT Balanced Returns Fund BT Premium Cash Fund |
111 628 490 131 109 021 087 587 906 087 595 131 087 531 539 087 596 227 087 593 128 087 594 625 087 588 627 091 512 426 105 250 726 091 421 304 091 421 055 088 185 826 088 186 770 088 162 118 088 187 928 088 185 059 088 187 599 088 185 442 100 438 220 088 186 323 088 187 348 087 593 057 089 299 730 |
| Scheme name | ARSN |
|---|---|
|
BT Australian Share Fund BT Imputation Fund BT Smaller Companies Fund BT Active Balanced Fund - NEF BT Core Australian Share Fund BT Natural Resources Fund BT Split Growth Fund BT Tax Effective Income Fund - NEF |
087 595 739 089 839 912 089 133 666 089 133 746 089 134 001 089 134 341 087 531 575 089 134 136 |