BT Financial Group

Asset Administrator - Pension

Awards

Winner of SuperRatings Gold 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Gold 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Gold 2021 Pension

Pros and Cons

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

Asset Administrator Pension enables adviser networks and authorised holders of an Australian Financial Services Licence to distribute the Panorama Super product to their clients.Asset Administrator Pension offers a suite of diversified and single sector managed funds, as well as a wide range of managed portfolios, term deposits and cash. Members may also choose to have income from dividends or distributions paid directly into the cash allocation of the portfolio. The Pendal Wholesale Plus Active Balanced Fund underperformed the relevant SuperRatings Index over the 1- and 3-year periods to 30 June 2020; however, the extensive investment menu means returns may vary depending on the option and manager selected. Fees are higher than the industry average across all account balances assessed. The administration fee is tiered and will decrease from $250,000 and will not be charged after $2 million. There are no switching fees, although a buy-sell spread may apply.Asset Administrator Pension offers good pension flexibility, with members able to select from weekly through to yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members may also select from binding and non-binding death nomination, as well as reversionary pensions.The BT Panorama mobile app is available to Asset Administrator members, providing account information, investment trading facilities and interactive portfolio performance history tools that can be used across multiple mobile devices. The fund also provides financial advisers with a range of sophisticated portfolio management and administrative features, as well as real-time reporting for greater transparency.

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BT Fees and Features

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    Fund fees vs. Industry average
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    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
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    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
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    ALTERNATIVES
    FIXED INTEREST
    CASH
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    Investment option performance
    BALANCED
    AUSTRALIAN SHARES
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