BT Financial Group

BT SuperWrap - Allocated Pension Plan

Past 5-year return
2.59%
Admin fee

$95

Calc fees on 50k

$1.1k

SuperRatings awards
MyChoice SilverSilver
Past 5-year return
2.59%
Admin fee

$95

Calc fees on 50k

$1.1k

SuperRatings awards
MyChoice SilverSilver

Pros and Cons

Pros and Cons

  • Online capabilities including trading and reporting, as well as preferred reporting features.
  • Data feeds available to both financial planning and accounting software.
  • Award winning customer service recognised by industry awards with regular adviser feedback conducted to ensure service is of a high standard.

Summary

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Features and Fees

BT Fees and Features

    Pros and Cons

    • Online capabilities including trading and reporting, as well as preferred reporting features.
    • Data feeds available to both financial planning and accounting software.
    • Award winning customer service recognised by industry awards with regular adviser feedback conducted to ensure service is of a high standard.

    BT Fees and Features

      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
      CONSERVATIVE BALANCE
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CAPITAL STABLE
      PROPERTY
      + View additional option performance information