Factsheets, Product Dashboard and Updates

Product Updates

Product Update - Changes to fees and costs effective 1 July 2020 for members who joined after 31 March 2012

Product Update - Changes to fees and costs effective 1 July 2020 for former Westpac Staff Super Plan members

Product Update - Changes to fees and costs effective 1 July 2020 for former members of the BTFG Staff Super Plan and the St George Staff Super Plan

Product Update - Change of Insurer effective 1 July 2020

Product Update - Legislation changes from 1 July 2020

Product Update - Strategic Asset Allocation changes for former Westpac Staff Super Plan members effective 1 July 2020

Product Update - Buy-Sell spread changes for former members of the BTFG Staff Super Plan and the St George Staff Super Plan - 1 June 2020

Product Update - Update to buy-sell spread changes effective 30 May 2020

Product Update - Temporary Administration Fee Rebate change - 1 April 2020, 18 May update

Significant Event Notice - Important changes: Investment fee reductions and buy-sell spread increases, 28 April 2020

Product Update - Buy-Sell spread changes for former members of the BTFG Staff Super Plan and the St George Staff Super Plan - 1 April 2020

Product Update - Investement Fee changes effective 1 April 2020

Product Update - Performance fee changes for Magellan Global Shares Option & RARE Value Infrastructure (Unhedged) Option 6 March 2020

Product Update - Buy/Sell spread change for Nikko AM Value Australian Shares Option 6 March 2020

Product Update: Changes to the Benchmark for the Active Global Property option 11 December 2019

Significant Event Notice -  Putting Member’s Interest First Legislation -  December 2019

Product Update: Changes to strategic Asset Allocation for Pendal Sustainable Conservative and Pendal Sustainable Balanced options 6 November 2019

Product Update: Estimated Other Indirect Costs (%) increase for PIMCO International Bonds 1 November 2019

Significant Event Notice - New Investment Options available within Westpac Group Plan

Product Update – Important changes to the Cash investment option effective 1 November 2019

Product Update - Buy-sell spread change - 15 August 2019

Product Update - New Investment Options available - 22 July 2019

Product Update - Important changes to BT Super for Life - Westpac Group Plan from 1 July 2019

Product Update - Changes to cost of insurance (members who joined after 31 March 2012 and former Westpac Staff Super and BTFG Staff Super members)

Product Update - Changes to cost of insurance (former members of St George Staff Super Plan only)

Significant Event Notice - Protecting Your Super Legislation - May 2019

Significant Event Notice - Changes to the cost of insurance in super – BT Super for Life - Westpac Group Plan - May 2019

Product Update: Transaction and pricing delays for members transferring to BT Super - April 2019

Important changes to BT Super for Life – Westpac Group Plan - 13 December 2018

Important changes to BT Super for Life – Westpac Group Plan  (applicable to former members of the Westpac Staff Super Plan only) - 13 December 2018

Important changes to BT Super for Life – Westpac Group Plan (applicable to former members of BTFG Staff Super Plan in the BT Lifetime Super – Employer Plan only) - 13 December 2018

Important changes to BT Super for Life – Westpac Group Plan (applicable to former members of the St. George Staff Super Plan within the Plum Superannuation Fund only) - 13 December 2018

Product Update: Investment option name changes - 10 December 2018

Aus­tralian Fi­nan­cial Com­plaints Au­thor­ity – 30 Oc­to­ber 2018 (PDF)

Standard Risk Measure changes on BT Super for Life - Westpac Group Plan - 12 June 2018 (PDF 240 KB)

Sig­nif­i­cant Event No­tice - April 2018 - In­tra­Fund Con­sol­i­da­tion (PDF 601 KB)

Product Update: The Lifestage Investment Options - 11 October 2017

Product Update: Understanding the fees and costs of your super - September 2017 (PDF 92 KB)

Significant Event Notice: Federal Budget update: Changes to your Super - 24 August 2017 (586 KB)

Changes to the Strategic Asset Allocation and Neutral Position on BT Investment Options - 1 July 2017

Changes to the insurance in BT Super for Life  - WGP – 1 July 2017

Strategic asset allocation changes impacting BT Super For Life - WGP - 24 May 2017

Sig­nif­i­cant Event No­tice - 21 March 2017 - In­tra­Fund Con­sol­i­da­tion (PDF 377 KB)

Transaction Processing Delay for Members - BT Super for Life - Westpac Group Plan - 9 to 20 March 2017

Strategic asset allocation changes impacting BT Super For Life - WGP - 1 January 2017

Buy-Sell spread and Strategic Asset Allocation changes - 2 August 2016

Sig­nif­i­cant Event No­tice - 22 July 2016 - In­tra­Fund Con­sol­i­da­tion (PDF 407 KB)

Investment option and insurance definition changes - 1 July 2016

Strategic asset allocation changes - 1 January 2016

Change in QROPS status - 17 June 2015

Investment Option benchmark changes and Labour standards or environmental, social or ethical considerations update - 1 April 2015

Strategic asset allocation changes impacting BTSFL-WGP - 6 February 2015

Investment Options changes - 19 December 2014

Investment option benchmark and Strategic asset allocation changes - 29 September 2014

Privacy Statement Update - 12 March 2014

Insurance definition changes - 1 July 2014

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 is the trustee and issuer of interests in BT Super for Life which is a part of Retirement Wrap ABN 39 827 542 991, RSE R1001327.

A Product Disclosure Statement (PDS) is available by logging in to your online banking. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the relevant product.

Westpac Life Insurance Services Limited ABN 31 003 149 157, AFSL No. 233728 is the issuer of insurance cover offered through BT Super for Life. Further information about the insurance available through BT Super for Life is included in the PDS.

The relevant Financial Services Guide (FSG) can be obtained by contacting your adviser or from the PDS downloads page.

The above information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. The information 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.

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 e.g. if you have already exercised Super Choice in the last 12 months.