* If you are already a Westpac Group customer you can start searching now. Simply log in to your online banking and go to the superannuation page in the product menu.
SuperCheck involves a search for superannuation being undertaken by BT Funds Management Limited ABN 63 002 916 458, AFSL No.
233724 (BTFM), the trustee and issuer of interests in BT Super for Life, which is a part of Retirement Wrap ABN 39 827 542 991.
A Product Disclosure Statement (PDS) for BT Super for Life can be obtained by calling 132 135 or by visiting bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose interests into BT Super for Life. BTFM is a member of BT - Part of the Westpac Banking Corporation.
For further information about the methodology used by Chant West, see www.chantwest.com.au.
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) for BT Super for Life and BTPS’s Financial Services Guide (FSG) can be obtained by calling 132 135, or from the Product Disclosure Statement page.
You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super for Life.
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.
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Further information about the insurance available through BT Super for Life is included in the PDS.
The information shown on this site 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.
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.
Superannuation is a long-term investment.
How do we invest your money?
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.
Retirement Planning Investment Strategy - BT
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 is no charge for accepting any rollovers, however before requesting the rollover, you should consider where your future employer contribution will be paid (if your employer contributions are currently being paid to another fund) and check with your other fund/s to determine whether there are any exit or withdrawal fees for moving your benefit, or other loss of benefits (eg insurance cover) noting that you may not receive the same type or level of benefits after the rollover.
An investment in BT Super for Life is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac), St.
George Bank, BankSA or Bank of Melbourne (which are Divisions of Westpac), 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. None of Westpac, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of BT Super for Life.