Where employers have 50 or more employees, or where five or more employees wish to establish one, a policy committee is required. BT is able to provide comprehensive tools and support to assist you in establishing and managing your policy committee, including step-by-step guidance and templates of documents you might need to use with employees or in meetings. Larger super plans can obtain additional support from their Relationship Manager to establish and manage their policy committee.
Policy committee meetings must be held every 12 months. The Record Keeper takes minutes and at the end the Chairperson and Record Keeper must sign the minutes before sending to BT.
We suggest the following agenda for meetings:
BT offers you a simple solution for Employer Super that ticks all the boxes while providing employees with options for investments and insurance. Our financial stability, reputation and experience can help ensure that your employees prepare for their best financial future.
BT Super is offered by BT Financial Group, the wealth management arm of The Westpac Group. We’re one of the largest administrator of super, retirement and investments in Australia.
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 Lifetime Super – Employer Plan. A Product Disclosure Statement and other relevant disclosure documents (together, the PDS) are available for BT Lifetime Super – Employer Plan and can be obtained by calling 132 135,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 Lifetime Super – Employer Plan. BTFM is a member of Westpac Banking Corporation ABN 33 007 457 141 (the Bank). An investment in 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 Lifetime Super – Employer Plan.
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