Compare super funds Want to increase your retirement savings? Superannuation is a long-term investment. So no one can access this service, presumably. Enhancements to your BT Protection Plans policy. These fees and costs are estimated amounts in relation to the 12 months to 30 June 2020. BankSA SuperCheck involves a search for superannuation being undertaken by BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (BTFM), the trustee and issuer of interests in BT Super for Life, which is a part of The Trustee for Retirement Wrap ABN 39 827 542 991. Effective from 1 November 2019. Keep our tips in mind for how to choose a super fund, and always read the product disclosure statement (PDS) before you sign up for any superannuation product. as at 30/06/2016 Performance fee may be charged Yes (0.03% p.a. Stockspot’s indexed investment portfolios ranked in the top 3% of all super options in Australia after accounting for investment fees and accumulation stage super … It does not constitute tax advice and is based on current tax laws and our interpretation. (0.24% p.a. The following form allows you to search all of BT. But this fees … While Stockspot is only available to SMSFs, many super funds offer similar indexed super options with low fees and consistent performance. The changes are based on the Royal … Estimated performance-related fees may be higher if certain investment performance targets are achieved. You understand that nominating BT Super for Life as your chosen fund for employer contributions does not mean that an account you may have in another super fund will be closed or your balance in that account will be rolled over to BT Super for Life automatically. Additional fees and costs, such as the $9.00 per month dollar based … BT super wrap seems is for clients of BT private banking only. © BT - Part of Westpac Banking Corporation. Other Fees (%) 3 Borrowing Costs (%) Super and Transition to Retirement (TTR) BTA0288AU: 1940s Lifestage - Super 4: 0.12: 0.78: 0.00: BTA0289AU : 1950s Lifestage - Super & TTR 4: 0.12: 0.78: 0.00: BTA0290AU : 1960s Lifestage - Super & TTR 4: 0.14: 0.78: 0.00: BTA0291AU : 1970s Lifestage - Super 4: 0.15: 0.78: 0.00: BTA0292AU : 1980s Lifestage - Super 4: 0.15: 0.78: 0.00: BTA0293AU : 1990s Lifestage - Super 4 Our notice explains how we use cookies and how you can manage them. Discover the benefits of insurance in letting you plan for the best, and helping you take care of yourself and those you love when you need it the most. Product name BT Super for Life – Growth Fund – Super Original inception date 29 October 2007 Fund status Open Fund size $529.56Super million Total management fee 1.00 % p.a. It does not constitute tax advice and is based on current tax laws and our interpretation. Product name BT Super for Life – MySuper 1980's Lifestage Fund Underlying Fund APIR BTA0292AU Original inception date 29 October 2007 Fund status Open Fund size $2281.66 million Total management fee 1.01 % p.a. ASIC has produced a set of guidelines around the presentation of these super fund fees. I was offered this service as I am potentially going to be a high earner this year onwards. You will need to continue to provide your written consent before the one-off Member Advice Fees can be deducted from your account. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. 1.7 from 55 reviews. The first step is to compare super funds, so you're in the right place. Fees & costs. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. A snapshot of what you pay for Administration fee $9.00 per month + 0.28% p.a. For more detail, speak with a financial adviser or visit the ATO website. Indirect costs are estimates and may vary over time. 2.1 (8) Rates and Fees. Effective for the 12 month period to 30 June 2019: Effective from 1 November 2019 the Cash option invests in a unit trust managed by Pendal. You understand that any fees and if applicable, insurance premiums may continue to be deducted in respect of that other account. Westpac's BT Super for Life fails badly on returns and registers, as well as having high fees. Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security. 1.9 (7) ING Living Super. The indirect cost ratio for the Lifestage options may be higher if certain investment performance targets are achieved by investment managers who may be paid performance-related fees in underlying investments. Additional fees and other costs may apply. For more information please visit the ASIC website. as at 30/06/2016 Asset class Diversified Recommended investment timeframe 6+ years Risk category High BT Super for Life; and you are either • over age 54 and applying for Death and Total Disablement cover or Salary Continuance cover; OR • you are applying for Salary Continuance Insurance cover of more than $7,500 per month. Any taxation position described is a general statement and should only be used as a guide. These do not include fees and costs charged directly to your account such as administration fees, buy-sell spreads, activity fees, advice fees for personal advice or insurance fees. 1970s: Morningstar Rating (as at 31 Mar 2021) Legal Structure: Superannuation Fund: Fund Inception: 29 Oct 2007: Fund Size: $6641.69 million (as at 31 Mar 2021) Entry Price: $1.9251 (as at 22 Apr 2021) all fees (including a total for ongoing fees) in a single table, a breakdown of individual ongoing fees in a separate table, and, the amount of the fee, either in dollars, or if a percentage-based fee applies using an example of how this works in dollar terms, and. Phone: 1300 653 553 (open Mon-Fri) Post: BT Super for Life, GPO Box 3958, Sydney NSW 2001. Review Summary; Transparency. The Government has placed restrictions on when you can access your preserved benefits. Performance as at 31 March 2021 – Total returns (%) INVESTMENT OPTION 1 MONTH 3 MONTHS 6 MONTHS 1 YEAR YEARS 5 YEARS 10 YEARS SINCE INCEPTION INCEPTION DATE Super and Transition to Retirement (TTR) 1 - Lifestage2 1940s Lifestage - Super 1.11 0.49 4.01 9.13 3.96 3.74 3.95 2.99 Jan … Our notice explains how we use cookies and how you can manage them. Your fees must, by law, be set out in the PDS of your fund. Please refer to the BT Super Product Disclosure Statement (PDS) and Guides for more information. For this they charge me 2000$. Any taxation position described is a general statement and should only be used as a guide. Administration fees can be charged as a fixed fee, as a percentage of your account balance, or as a combination of both. I accepted that but to my surprise, my husband's super did not lose any money and still have considerable increase even during pandemic. The premiums for standard death and TPD cover range from $2.21 per month to $47.73 per month (for females) and $4.71 per month to $57.44 per month (for males). Product name BT Super for Life – Westpac Group Plan – MySuper 1970's Lifestage Fund Underlying Fund APIR BTA0291AU Original inception date March 2012 Fund status Open Underlying Fund Size $2207.24 million Investment management fee1 0.68% p.a.
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