Consolidating my super for
This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.Superannuation is a means of saving for retirement, which is, in part, compulsory.You should obtain the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Lifetime Super – Employer Plan.Westpac Securities Administration Limited ABN 77 000 049 472 is the trustee of and issuer of interests in BT Business Super ABN 81 236 903 448, which is part of Westpac Master Trust Fund ABN 81 236 903 48 and RSE No. A Product Disclosure Statement is available for the fund and can be obtained by calling 132 135 or on the Documents and Downloads page.You should obtain the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Business Super.This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.Refer to the Product Disclosure Document for the relevant BT super product on the Documents and Downloads page.
*Please note, if you are invested in a BT Super Fund nil entry fee option, there may be an exit fee applicable.
There are other documents that can be certified as proof of identity.
For most BT Funds there is no charge for accepting rollovers; however some funds may charge fees for accepting rollovers.
This could make it easier to keep on top of your super and understand exactly how it’s performing.
Consolidating your super is not just about saving money in fees, it’s also about giving your super the potential to really grow.