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Retirement

Are you starting to plan for your retirement? Or maybe you’re already there, and want to make sure your retirement savings are invested wisely. 

Retirement planning

Planning carefully for retirement is essential to maximising your superannuation returns. Choose one of our competitive savings accounts or speak to a BT Adviser about the right strategy for you.

Affordable banking

Living comfortably in retirement can be a financial challenge. Make your superannuation savings or pension money go further with St.George.

Estate planning

It may be a little or it may be a lot, but you can have a say about what happens to your wealth after you’re gone.

Solutions for the retired or retiring

Financial Advice

With the added complication of changing tax and superannuation laws, it’s worth seeking the advice of an expert. Make an appointment to discuss your investment and superannuation options with a BT Adviser. A BT Adviser can tailor strategies to suit your situation and help you take advantage of saving through superannuation.

Retirement Access Plus Account

As a retiree or pensioner, you need an account that makes your money go further. Our Retirement Access Plus Account helps you do just that with low fees while still earning interest. Bank in person at a branch, online or over the phone. 

Superannuation - BT Super for Life

Choose the right BT Super for Life account for you, depending on your age, stage of life and financial objectives. When you want to start making withdrawals from your superannuation account as a source of income, you may want to consider a BT Super for Life – Retirement account, or a BT Super for Life – Transition to Retirement account.

Life Insurance

Protect yourself and your family with life insurance. Provides financial cover for when you die or if you’re diagnosed with a terminal illness. Life insurance can provide a lump sum to help cover outstanding debts or provide for dependants.

Important information

Conditions,fees and credit criteria apply. This information doesn’t take your circumstances into account. Read the terms before making a decision.

BT Funds Management Limited (ABN 63 002 916 458) is the trustee of BT Super for Life which is a part of Retirement Wrap (ABN 39 827 542 991) and is the issuer of interests in BT Super for Life. You can download a Product Disclosure Statement (PDS) ,or obtain a copy by calling 1300 653 553 or visit any St.George branch. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super for Life.

An investment in BT Super for Life is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141, St.George Bank or BankSA (which are Divisions of Westpac), 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. Neither Westpac nor any other company in the Westpac Group has issued, stands behind or otherwise guarantees the capital value or investment performance of BT Super for Life.