Skip to content Westpac
Personal BankingBusiness BankingCorporate BankingWestpac Info

Site index | Contact us | Locate us

 

Lifetime Superannuation Service

For more information
call 131 817

Contact a Retirement Specialist

 

Product overview


A superannuation plan that allows your super contributions or rollover funds to be invested in a choice of eight investment options.

Choice of investment options:
  • Contribution fee1 - 3% contribution fee applies to each investment but no withdrawal fee
  • Nil contribution fee2 - no contribution fee, but a withdrawal fee applies to each withdrawal during the four years following the investment of each contribution

Details
View and compare fundsProduct Disclosure Statement

 Contribution fee funds performance1


 Nil contribution fee funds performance2

Adobe Acrobat Reader PDF Additional contribution advice (PDF 95kb)

Adobe Acrobat Reader PDF Declaration of compliance (PDF 57kb)

Adobe Acrobat Reader PDF Switch Form (PDF 57kb)

Adobe Acrobat Reader PDF Nomination of beneficiaries (PDF 62kb)

Adobe Acrobat Reader PDF Transfer Form (PDF 144kb)
Adobe Acrobat Reader PDF Buy - Sell Differentials (PDF 15kb)Direct Debit Request Form
Adobe Acrobat Reader PDF Westpac Lifetime Superannuation Service and Westpac Flexible Income Plan 2007/2008 Annual Report (PDF 1.78Mb)
Adobe Acrobat Reader PDF Westpac Personal Superannuation Funds 2007/2008 Annual Report (PDF 2.03Mb)


Features

Minimum initial contribution (one-off)$3,000
Minimum additional contributionsNo minimum
Minimum withdrawalNo minimum
Minimum balance$2,000
Switching feeNo minimum
Monthly administration fee$5.34

1. Contribution funds may also be referred to as 'Entry fee funds'.
2. Nil contribution funds may also be referred to as 'Nil Entry fee funds'.

 

 

Consider a margin loan where you can choose from over 660 approved Australian securities.

Read our latest investor newsletter and market insight reports.

Find out what to expect and how to arrange a meeting with no obligation.


Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our ABN & RSE Numbers for Superannuation entities.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

Get Adobe Acrobat Reader 

To view the attached PDF file you will need Adobe Acrobat Reader Version 4.0 and above. If you do not already have Adobe Acrobat Reader download it here. To convert a PDF file to ASCI or HTML format, use Adobe's online PDF conversion tools. Acrobat and the Acrobat logo are trade marks of Adobe Systems Incorporated.

Investments in this product are not investments, deposits or other liabilities of the Trustee, WBC or member companies of the Westpac Group. The repayment of capital and investment performance are not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.

Copyright © 2009 Westpac Banking Corporation ABN 33 007 457 141