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BT Financial Group

BT Super for Life - Retirement Account

Pendal Sustainable Balanced

Awards

Winner of SuperRatings Gold 2021 Pension, Infinity Recognised 2021

Past 5-year return
8.64

% p.a

Admin fee

$108

Calc fees on 50k

$568

SuperRatings awards
SuperRatings Gold 2021 PensionInfinity Recognised 2021
Past 5-year return
8.64

% p.a

Admin fee

$108

Calc fees on 50k

$568

SuperRatings awards
SuperRatings Gold 2021 PensionInfinity Recognised 2021

Quick pension fund review

For BT Super for Life - Retirement Account

These are the benefits of this pension fund.

  • BT Super for Life is a superannuation product that can take you from your first job through to retirement.
  • View and manage your super every time you log in to internet banking.
  • Transactions can be performed online such as switching, updating beneficiary details and obtaining standard insurance. All communications and correspondence are online.
  • 10 minute online application process.

BT Super for Life was established in 2007 to service the retirement needs of members from a wide range of industries. The fund is a public offer fund and allows members from all industries to apply for membership. The fund demonstrates a strong commitment to environmental and social principles and is Infinity Recognised.BT Super for Life offers an investment menu of 10 diversified options and 26 single sector options, as well as a Lifestage option that automatically transitions the asset allocation to defensive investments as the member ages. The Pendal Sustainable Balanced option underperformed the relevant SuperRatings Index over each time period assessed to 30 June 2020. Fees are lower than the industry average across all account balances assessed. There are no switching fees, although a buy-sell spread may apply.BT Super for Life Retirement Account offers a good level of pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions, binding death nomination and non-binding lump sum death benefits.The fund offers a range of educational material, along with phone-based advice and lost superannuation searches. Members who are also customers of Westpac, St George, BankSA or Bank of Melbourne may also manage their superannuation through their online banking account.

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Pension fund overview

For BT Super for Life - Retirement Account

TMD

    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
    CAPITAL STABLE
    + View additional option performance information