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This document provides key information about the BT Lifetime – Personal Super product, including investment options, risks, fees, taxation, and insurance available to members. It helps potential
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How to fill out bt lifetime personal super
How to fill out BT Lifetime – Personal Super Product Disclosure Statement (PDS)
01
Obtain the BT Lifetime – Personal Super Product Disclosure Statement (PDS) from the official website or your financial advisor.
02
Read the introductory section to understand the purpose and benefits of the superannuation product.
03
Carefully review the fees and costs section to be aware of any charges that may apply.
04
Look through the investment options available and assess which options align with your risk profile and financial goals.
05
Familiarize yourself with the benefits and risks outlined in the document.
06
Complete any personal information needed if you are applying through the PDS.
07
Ensure you understand the terms and conditions before proceeding with the application.
Who needs BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
01
Individuals looking for a superannuation product to save for retirement.
02
Those who want to invest in a variety of managed investment options.
03
People seeking to understand the fees and benefits associated with their superannuation.
04
Anyone needing information about the risks involved in superannuation investments.
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People Also Ask about
What is a product disclosure statement?
A product disclosure statement (PDS) is a document that sets out important information about a financial product, like super. In Australia, it's the law for a business recommending or offering a financial product to provide a PDS for the product to potential clients.
Is superannuation retirement money?
When you reach your preservation age and retire, you can access your super to fund your retirement. You can also access your super: when you turn 65 years old.
How to write a product disclosure statement?
It must include information about the product's key features, fees, commissions, benefits, risks and the complaints handling procedure.
Does BT Super still exist?
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).
What does BT Super stand for?
In 1969, BT began as the Australian subsidiary of the Bankers Trust Company of New York, Bankers Trust Australia, and since this time has continued to define itself by adapting and responding to customer needs.
What fees does BT Super charge?
Pay for your investments # Term Deposits$0 Trading shares and ETFs $12.50 per trade, or 0.11% of the transaction value (if greater) ETFs 0.04% p.a. to 1.76% p.a. (charged by the manager) Managed Funds 0.18% p.a. to 1.73% p.a. (charged by the fund manager) Managed Portfolios 0.34% p.a. to 1.16% p.a. (charged by the issuer)
Is the BT Super for Life retirement wrap no longer active?
On or around 1 April 2023 (transfer date) we're closing BT Super for Life – Retirement and BT Super for Life – Transition to Retirement and transferring all accounts to Mercer SmartRetirement Income which is part of the Mercer Super Trust (Mercer Super).
What is BT superannuation?
BT Super Invest lets you invest your super how and when you want in one convenient place. Access a range of investments including shares, ETFs, ready-made portfolios, managed funds and more. Download the Investment Options Booklet (PDF) for a full list. Start with a little or a lot.
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What is BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
BT Lifetime – Personal Super Product Disclosure Statement (PDS) is a document that provides essential information about the BT Lifetime Personal Superannuation product, including its features, benefits, risks, and fees. It helps individuals understand the product before investing.
Who is required to file BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
Financial institutions, superannuation fund managers, and service providers offering the BT Lifetime – Personal Super are required to file the PDS to ensure compliance with regulatory requirements and to provide transparent information to potential and existing members.
How to fill out BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
To fill out the BT Lifetime – Personal Super PDS, individuals should carefully review the document, complete all required sections, provide accurate personal and financial information, and sign where necessary, ensuring compliance with any additional instructions provided.
What is the purpose of BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
The purpose of the BT Lifetime – Personal Super PDS is to disclose relevant information to potential investors, helping them to make informed decisions regarding their superannuation choices, and to fulfill legal obligations of the product issuer.
What information must be reported on BT Lifetime – Personal Super Product Disclosure Statement (PDS)?
The BT Lifetime – Personal Super PDS must report information including the product's features, fees, risks, performance history, benefits, tax implications, and the rights and obligations of the member.
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