Fund details BT Lifetime Super – Employer Plan
Retirement Wrap USI BTA0136AU RSE R1001327 ABN 39 827 542 991
Trustee BT Funds Management Limited ABN 63 002 916 458 AFSL No. 233724 RSE No. L0001090
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 is the trustee of BT Lifetime Super – Employer Plan ABN 39 827 542 991, RSE R1001327 and is the issuer of interests in BT Lifetime Super – Employer Plan. A Product Disclosure Statement and other relevant disclosure documents (together, PDS) are available for BT Lifetime Super – Employer Plan and can be obtained by calling 132 135, or from the BT Lifetime Super – Employer Plan downloads. You should obtain and carefully consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Lifetime Super – Employer Plan.
An investment in BT Lifetime Super – Employer Plan is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (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. None of the Bank, 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 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.
Employer obligations: Neither BT Funds Management Limited (ABN 63 002 916 458) and Westpac Securities Administration Limited (ABN 77 000 049 472) have reviewed any awards or other industrial instruments or agreements that are, or may become relevant to your employees. BT Lifetime Super – Employer Plan or BT Business Super may not satisfy your obligations under any such award or industrial instrument or agreement. Before making a decision about BT Lifetime Super – Employer Plan or BT Business Super, 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 Group – A Division of Westpac Banking Corporation. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation and needs. Consider our disclosure documents which include our Financial Services Guide.