BT Lifetime Flexible Pension
Essentials
- Get the most out of life when you retire
- Invest and have a flexible, regular income at the same time
- Choice - a range of investment options (17 managed funds)
- Savings on entry fees - 100% rebate when investing on your own
- Convenient service - by phone, Monday to Friday, 8am to 6.30pm (AEST/AEDT)
- Flexible pricing - nil contribution fee and exit fee
- Minimum initial investment - $25,000.
Did you know?
Your pension is a simple and effective way for you to control the amount of regular income you receive within certain prescribed limits
Related documents
Things you should know
- BT Funds Management Limited (ABN 63 002 916 458) is the trustee of BT Lifetime Flexible Pension and is the issuer of interests in BT Lifetime Flexible Pension. You can download a Product Disclosure Statement (PDF 3mb) (PDS) for BT Lifetime - Flexible Pension. Alternatively it can be obtained by calling 132 135 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 Lifetime - Flexible Pension.
- You can download a Financial Services Guide (PDF 304kb) for BT Lifetime Flexible Pension. Alternatively it can be obtained by calling 132 135, visiting www.bt.com.au or from any Westpac branch.
- An investment in this product is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the product. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the product.
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Features
- Designed to help you get the most out of your life when you stop work
- Caters for retirees wanting to invest as well as receiving a flexible, regular income
- Gives you concessional tax benefits whilst retaining access to your capital.
For more information
Visit BT Lifetime Flexible - Pension.
Forms to update your details
Visit the following link to access forms to arrange a transaction or to update the details of your investment.
BT Lifetime - Flexible Pension - Forms
Related documents
Things you should know
- BT Funds Management Limited (ABN 63 002 916 458) is the trustee of BT Lifetime Flexible Pension and is the issuer of interests in BT Lifetime Flexible Pension. You can download a Product Disclosure Statement (PDF 3mb) (PDS) for BT Lifetime - Flexible Pension. Alternatively it can be obtained by calling 132 135 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 Lifetime - Flexible Pension.
- You can download a Financial Services Guide (PDF 304kb) for BT Lifetime Flexible Pension. Alternatively it can be obtained by calling 132 135, visiting www.bt.com.au or from any Westpac branch.
- An investment in this product is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the product. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the product.
-
To view PDF files you need Adobe Acrobat Reader. Use Adobe's online PDF conversion tools to convert to another format.
