BT Funds Management Limited ABN 63 002 916 458 AFSL No. 233724 RSE No. L0001090 (BTFM) is the trustee of Retirement Wrap USI BTA0136AU RSE R1001327 ABN 39 827 542 991 and the issuer of interests in BT Super and BT Lifetime Super – Employer Plan. A Product Disclosure Statement (PDS) and other relevant disclosure documents are available for BT Super and BT Lifetime Super – Employer Plan and can be obtained by calling 1300 365 668, or visiting bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super or BT Lifetime Super – Employer Plan. Westpac Life Insurance Services Limited ABN 31 003 149 157, AFSL 233728 is the provider of insurance for BT Super.
BTFM is a member of Westpac Banking Corporation ABN 33 007 457 141 (the Bank). An investment in BT Super or BT Lifetime Super – Employer Plan is not an investment in, deposit with or any other liability of 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. The Bank and its related entities do not stand behind or otherwise guarantees the capital value or investment performance of BT Super or BT Lifetime Super – Employer Plan.
The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking 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. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. The information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.
BTFM has not reviewed any awards or other industrial instruments or agreements that are, or may become relevant to your employees. BT Super or BT Lifetime Super – Employer Plan may not satisfy your obligations under any such award or industrial instrument or agreement. Before making a decision about BT Super or BT Lifetime Super – Employer Plan, we recommend that you seek legal advice on its appropriateness, having regard to the requirements of any awards or other industrial instruments or agreements that are, or may become applicable.
BT Financial Services Guides can be obtained by calling 1300 365 668, or visiting www.bt.com.au. © BT - Part of Westpac Banking Corporation.