On 1 April 2023, your BT superannuation and/or pension account was transferred to Mercer Super. You can now enjoy the benefits of an award-winning super fund with a history of strong returns and some of the most competitive fees in the Australian superannuation market.
You can learn more about Mercer Super and the benefits of being a member, including the investment options available to you, on the following pages.
As a Mercer Super member you’ll enjoy a number of valuable benefits, including:
Some of the most competitive fees in the Australian superannuation market, from 1 April.
History of strong returns – Mercer Super’s default investment option Mercer SmartPath®, has delivered 8.1% p.a. over seven years for one of our largest cohort of members,* outperforming the comparative industry median of 7.0%.^
Investment options with greater flexibility – With Mercer Super you can choose the level of control you want. You can leave it in the hands of our global team of investment professionals, or make your own choices from a wide range of investment options.
Mercer Super team members at your service – Our Australian-based and highly trained helpline consultants make it their business to know how to support you.
Financial advice – You’ll have access to a range of limited financial advice and support tools, including financial advice about your super account, access to personal advice on investments via e-Advice, available via our secure portal, Member Online. All at no additional cost.
Insurance cover – Generally, any insurance cover you had previously continues with Mercer Super.
Online access to your account – Manage your super, beneficiaries and investments 24/7 via our secure Member Online portal or the Mercer Super mobile app.
Care & Living with Mercer – Complimentary access to a support service that helps families with the full spectrum of ageing care requirements, from home care to retirement living, residential aged care and end-of-life preparations.
Mercer Super forms can now be lodged.
Once your account details have been issued you can use your Mercer Super online account to make an investment switch, nominate a beneficiary or update your personal details.
Product Disclosure Statements (PDS)
If you are a Westpac Group Plan defined benefit member, your Product Disclosure Statement is available here.
Other Mercer Super PDS documents are available from the Mercer Super website.
* Mercer SmartPath – born 1974-1978
^Mercer Super Trust’s analysis of Mercer SmartPath (born 1974-1978), compared to the median of all default funds reported in SuperRatings Fund Crediting Rate Survey – Default Options as at 31 March 2023
Disclaimer: This content has been prepared on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Any advice is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information, you need to take into account your own financial circumstances. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. Past performance is not a reliable indicator of future performance. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. Copyright 2023 Mercer LLC. All rights reserved.