From early beginnings, BT has continued to define itself by adapting and responding to customer needs. We have a strong financial services heritage in Australia, giving you the assurance that you are dealing with experienced and knowledgeable experts. We are focused on helping Australians achieve their best financial future forever, by providing customers with a range of wealth services.
These include:
- Investment
- Superannuation
- Insurance solutions
| Investment Performance |
Growth Asset Weighting |
1 year |
3 years (p.a.) |
5 years (p.a.) |
10 years (p.a.) |
| BT MySuper - 1940s Lifestage Fund* |
38% |
8.36% |
4.43% |
3.98% |
4.22% |
| BT MySuper - 1950s Lifestage Fund* |
44% |
10.29% |
5.05% |
4.74% |
5.28% |
| BT MySuper - 1960s Lifestage Fund* |
59% |
16.94% |
6.87% |
7.06% |
6.93% |
| BT MySuper - 1970s Lifestage Fund* |
87% |
25.52% |
9.16% |
9.65% |
8.58% |
| BT MySuper - 1980s Lifestage Fund* |
87% |
25.63% |
9.23% |
9.73% |
8.74% |
| BT MySuper - 1990s Lifestage Fund* |
87% |
25.56% |
9.30% |
9.86% |
8.83% |
| BT MySuper - 2000s Lifestage Fund* |
87% |
25.10% |
9.28% |
9.95% |
N/A |
| BT Super - Active Defensive^ |
32% |
8.42% |
N/A |
N/A |
N/A |
| BT Super - Active Balanced^ |
73% |
19.38% |
N/A |
N/A |
N/A |
| BT Super - Active Growth^ |
88% |
23.77% |
N/A |
N/A |
N/A |
Performance to 30 June 2021.
*Performance figures are calculated in accordance with the APRA reporting standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account management costs and monthly administration fee ($9 per month effective 1 October 2020 and $6.50 per month prior to October 2020) and take into account earnings tax up to a maximum of 15%.
^Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account management costs (other than the monthly administration fee, $9 per month effective 1 October 2020 and $6.50 per month prior to October 2020) and, in the case of Savings investment options only, take into account earnings tax up to a maximum of 15%. In the case of Retirement investment options, no allowance is made for tax you may pay as an investor other than withholding tax on foreign income (if any).
Policy Committee report tailored to our employer's needs. Reporting includes market and fund performance, membership and legislative updates; Dedicated RG146 complaint Relationship Managers supporting our employers with member education, key account planning and servicing; Tailored reporting; Quicksuper allows our employers to submit obtain payments that are automatically reconcile and processed to members within 1 business day; Monthly employer newsletters - legislative and regulatory updates.
