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BT Financial Group

Asset Administrator - Pension

Pendal Wsale Plus Active Balanced Fund

Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Silver 2022 Pension
Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Silver 2022 Pension

Quick pension fund review

For Asset Administrator - Pension

These are the benefits of this pension fund.

  • No information has been provided by the fund to SuperRatings.

Pension fund overview

For Asset Administrator - Pension

TMD

Features

Variety of options

Binding nominations

Account size discount

Online Access

Home loans

Financial planning service

Non-lapsing binding nominations

Employer size discount

Anti-detriment payments

Credit cards

Insurance Cover

Health insurance

Insurance life event increases

Total and permanent disability cover

Long term income protection

Fees

Admin fee

$635

Administration fee (%)

0.18%

Switching fee

$0

Investment fee

0.76%

Indirect cost ratio (%)

0.2%

Exit fee

$0
Available
Not available
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Target Market Determination

Visit BT Financial Group to view Target Market Determination.

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Fund fees vs. Industry average
THIS FUND
INDUSTRY AVERAGE
Fund past-5-year return vs. Industry average
THIS FUND
INDUSTRY AVERAGE
Investment allocation
INTERNATIONAL SHARES
AUSTRALIAN SHARES
PROPERTY
ALTERNATIVES
FIXED INTEREST
CASH
OTHER
Investment option performance
BALANCED
HIGH GROWTH
CONSERVATIVE BALANCE
DIVERSIFIED FIXED INTEREST
GROWTH
AUSTRALIAN SHARES
INTERNATIONAL SHARES
+ View additional option performance information

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