BT is the Westpac Group’s wealth expert and one of Australia’s leading investment managers. BT has been helping Australians protect, manage and grow their wealth since 1969.
What you need to know
This information was prepared by BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 (BTFM) and is current as at 1 July 2021. 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. Any tax considerations outlined in this document are general statements, based on an interpretation of current tax laws, and do not constitute tax advice. As such, you should not place reliance on any such taxation considerations as a basis for making your decision with respect to the product. This information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. All examples and images are for illustrative purposes only. Past performance is not a reliable indicator of future performance.
This document may contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, the Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such third party material. To the maximum extent permitted by law, we intend by this notice to exclude liability for this third party material. The information in this document regarding legislative changes is intended as a guide only. It is not exhaustive and does not constitute legal advice. It is based on our interpretation of the law currently in force on the date of this notification and do not undertake to provide any updates to the extent that any of the laws or regulations referred to change in the future. Consequently, it should not be relied upon as a complete statement of the relevant laws, the application of which may vary, depending on your particular circumstances. Commonwealth material in this publication is subject to copyright and reproduced by permission, but does not claim to be the official or authorised version.
BTFM is the issuer of interests in BT Super and the trustee of Retirement Wrap ABN 39 827 542 991. A product disclosure statement (PDS) (including the Guides) is available for BT Super and can be obtained by calling 1300 365 668, or visiting www.bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super. Westpac Life Insurance Services Limited ABN 31 003 149 157, AFSL 233728 (WLIS) is the provider of insurance for BT Super.
BTFM and WLIS are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac). An investment in BT Super is not an investment in, deposit with, or any other liability of Westpac, or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of BT Super.