The Easy Rollover tool makes it simple for you to roll over super funds you may have into your BT Super account.
- No paper work required.
- Submit your request online and BT will contact your other funds to arrange your rollover(s).
What you need to have before you start
You'll need to gather some basic information about your super funds, including:
- your BT super fund name and member number
- the name(s) of your other super fund(s) and the corresponding member number(s)
- your Tax File Number (TFN) is optional but providing it will help identify you with your other fund(s)
This tool is for whole of balance (not partial) rollovers.
Please note that this tool cannot be used to rollover from a self managed super fund (SMSF).
Using the tool
- It should take 5-10 minutes to complete, depending on the number of funds you have.
- You can do all of your funds in one go, rather than filling in the form several times - just click the add another fund link as you go.
- If you require any assistance in completing your rollover tool, please call one of our BT Super Specialists on 1800 022 555