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BT Super for Life - Retirement Account

Past 5-year return
10.38%
Admin fee
$78
Calculated Fees on 50k
$688
One of the main features of BT Super for Life is that you can see and manage your superannuation every time you log in to internet banking. You won't have to wait for a statement to arrive to see how your superannuation is tracking.
You can change your arrangements whenever you like by simply logging into your account on internet banking.
Other transactions can be performed online such as withdrawals, switching, updating beneficiary details, obtaining standard insurance, and updating personal details.
Nearly all communications and correspondence are online, including annual statements.
BT Super for Life was established in 2007 and has been designed to facilitate the retirement needs of members from a wide range of industries. The fund continues to demonstrate a strong commitment to environmental and social principles and is Infinity recognised.The fund's default option places members in one of seven actively managed lifestage investments, which are based off the decade the member was born. Growth assets held within the investment strategy will automatically decline with age. Members who wish to make an investment choice may select from three diversified strategies and one cash option. The BT Super for Life Retire Moderate option has underperformed the SuperRatings Index over the five years to 30 June 2017.Fees for the Retirement Account are lower than the industry average across small and medium assessed account balances. A buy-sell spread will be applied; however, no additional fees will be incurred for switching investments or exiting the fund.BT Super for Life provides good flexibility to members. Pension payments are made directly to the member's nominated bank account and are drawn proportionately across the member's account.Lost superannuation searches are available and members can carry out all account-related transactions online.

Fees & fund features

Admin fee
Admin fee
$78
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.50%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$78
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.50%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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