This Supplementary Product Disclosure Statement (‘SPDS’) is dated 1 July 2016 and supplements the Product Disclosure Statement (‘PDS’) for wealth-e-account SuperWrap. We are proud of this Super fees can vary greatly depending on your age, account balance and which super fund you are with, so it can pay to compare your options. The BT Super for Life PDS issued 20 May 2020 ... 6.Fees and costs 5 7.How super is taxed 6 8.Insurance in your super 7 9.How to open an account 8 Things you should know This Product Disclosure Statement (PDS) provides a summary of significant information and includes references to … Refer to ‘Adviser fees’ within the ‘Other fees and costs’ row below, and the ‘Additional explanation of fees and costs’ section of this PDS for further details. 4_Insurance premiums Applicable if you have insurance cover in the SuperWrap Personal Super Plan. These fees are charged to cover the cost to us of managing your investments - costs like external investment management fees, performance related fees, plus transactional and operational costs. fees and costs’ section of this PDS. Low admin fees. Welcome to First Super and this Product Disclosure Statement (PDS). At 1 July 2015, First Super had over 69,000 members and around $2.2 billion in funds under management. detailed information on Fees payable are set out in the relevant PDS, Investor Guide or other disclosure or information document. These fees are payable to your adviser or your adviser’s dealer group. Product Disclosure Statement BT SuperWrap Personal Super Plan BT SuperWrap Pension Plan Dated 11 March 2013 The distributor of BT SuperWrap is BT Funds Management Limited. Refer to the ‘Additional explanation of fees and costs’ section of this PDS for further information. Personal Super Plan, the BT Portfolio SuperWrap Essentials Pension Plan and the But we are committed to running things as if your money is our own. It costs a lot to manage a super fund. ... SuperWrap Personal Super Plan, the BT Portfolio SuperWrap Pension Plan and the 1. 233724) and should be read together with the PDS. Administration fees are what we charge to keep the fund running and - … Other fees and costs1 1_Transaction fee Nil Not applicable 2_Portfolio facility fee $242.50 pa Payable to the Administrator if your account is BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of BT Panorama Super and BT SuperWrap Open, which are part of Retirement Wrap ABN 39 827 542 991, and the trustee and issuer of Asgard Open eWRAP Super/Pension, which is part of the Asgard Independence Plan – Division 2 ABN 90 194 410 365. explanation of fees and costs’ section of this PDS for further details. Product Disclosure Statement (‘PDS’) The distributor of BT Portfolio SuperWrap is ... Fees and other costs 36 Important information 44 Declarations, conditions and acknowledgements your individual circumstances. 1 However, Transaction fees will be charged if managed fund or term deposit transactions are required to close your SuperWrap account. Account keeping fee A flat dollar, or a percentage amount (based on the value of the investments, which may be tiered and subject to a minimum amount), fee that is paid to BTPS for The amount will vary. The administrator of BT SuperWrap is BT Portfolio Services Ltd. Refer to ‘Transaction fee’ in the ‘Other fees and costs’ row of this table for further information. We are the industry super fund for workers in the timber, pulp and paper, furniture and joinery industries. This SPDS is issued by the trustee of SuperWrap (BT Funds Management Limited ABN 63 002 916 458 AFSL No.
