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BT Financial Group

BT Financial Group Questions & Answers

1.3 from 102 reviews

9 questions from our users

Corinne H.

Corinne H.asked

Im have recently had a personal injury and i am waiting on my salary insurance with BT,
can you guys provide any info?

No answers

Sandra B.

Sandra B.asked

How long does funds take to 2 transfer from bt super for life account to your westpac choice account is sonce rolled over

No answers

Sandra B.

Sandra B.asked

How long does funds take to 2 transfer from bt super for life account to your westpac choice account is sonce rolled over

No answers

Sandra B.

Sandra B.asked

How long does funds take to 2 transfer from bt super for life account to your westpac choice account is sonce rolled over

No answers

Barr

Barrasked

Why does a family member have to wait 3half years for decesed funds to be released when all legal documents you have and funds are still been taken out when he has been decesed for 3years half years why is he still paying his money out.

No answers

Barr

Barrasked

Why does one have wait for a decesed family member super for 3years and have provided all legal documents and BT are still taken his funds out of his super when he is decesed and he has no voice.

No answers

Carol W.

Carol W.asked

As BT is doing away with investment advisers do i have to sell my portfolio & start again if i go to a different fund.

1 answer
Luke
Luke

You should take what money you have left and run as far away from these criminals as possible.


Terri

Terriasked

Due to not working now I would like to withdrawal $20,000 as I’m 58 years but have been told I will have to pay tax because I’m not 60 years of age & I have to pay a fee of $150 as the need to sell down my assets & it would take 2 weeks to do this. Is this correct? Plus I have to deal with a Peoples Choice Credit Union advisor.

1 answer
Sally
Sally

I would suggest that you go to your advisor and get specific advice about your situation, all of these questions can only be answered when a professional knows your circumstances.


Ron McQuarrie

Ron McQuarrieasked

I've just placed some money with superwrap through a financial advisor. Having just read this page, you will need to explain why I should not cut my losses now and place my super elsewhere.
Ron McQuarrie

2 answers
AJA
AJA

Hi Ron, I don't need to explain anything. I don't have any money in this fund. I do know that I never will . AJA

Reed213
Reed213

Hi Ron
Thanks for your question
We found that our year's fees (including financial advisor) amounted to just over $7,200. Most of our friends were paying a lot less.
After consulting an independent financial advisor, we found our fees were reduced by almost half by switching from BT.
Obviously you need to weigh up all options
Perhaps consult another financial advisor for further information. They don't tend to charge for an initial consultation.
As I am not a financial advisor, I can't give you any advice. I can only say that we were not happy with the fees, considering that we lost an awful lot of our investment during the Global Financial Crisis but the fees remained the same
Kind regards and good luck


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