RSS feeds
How do I...?
BT's Super Toolkit
Calendar of mailing dates
- Investment funds
- Quarterly and annual statements
- Tax and CGT statements
- Superannuation, retirement, wholesale and institutional investments
Investment funds
If the Fund in which you hold an investment has paid a distribution this
quarter, below are the expected dates that we anticipate your June distribution
to be paid to your bank account.
Note: We will update this message if there are any changes to these
dates.
| Products | Paid to Bank |
|---|---|
| BT Investment Funds (including BT Classic Investment Funds) | By 8 August 2008 |
| BT Investor Choice Funds | By 8 August 2008 |
Quarterly and annual statements
The table below contains the dates that we anticipate mailing BT product quarterly and annual statements. Please allow two to three days for delivery to some locations.
Guide
to your quarterly statement (PDF 280KB)
Note: We will update this message if there are any changes to these dates.
| Products | Statements Mailed |
|---|---|
| BT Investment Funds (including BT Classic Investment Funds) | Week commencing 4 August 2008 |
| BT Investor Choice Funds | Week commencing 4 August 2008 |
Tax and CGT statements
The table below contains the dates that we mailed the BT product tax
and CGT statements. If you have not received these statements please contact us
on 132 135.
| Products | Statements Mailed |
|---|---|
| BT Investment Funds (including BT Classic Investment Funds) | Week commencing 11 August 2008 |
| BT Investor Choice Funds | Week commencing 11 August 2008 |
Superannuation, retirement, wholesale and institutional investments
Statements
The date statements are lodged is the date they enter the Australia Post mail
system. Recipients should allow up to 7 working days for receipt of their
statements.
Note: We will update this message if there are any changes to these
dates.
| Annuities and pensions | Statements lodged 2008 |
|---|---|
| BT Lifetime - Flexible Pension | Week commencing 14 July |
| BT Classic Lifetime - Flexible Pension | Week commencing 14 July |
| Westpac Flexible Income Plan | Week commencing 14 July |
| Westpac Variable Income Plan | Week commencing 14 July |
| Westpac Guaranteed Income Plan | Week commencing 14 July |
| BT Complying Income Plan | Week commencing 14 July |
| Superannuation | Statements lodged 2008 |
|---|---|
| BT Lifetime – Personal Super | Week commencing 14 July |
| BT Classic Lifetime – Personal Super | Week commencing 14 July |
| BT Retirement Selection – Personal Super Plan | Week commencing 14 July |
| BT Superannuation Savings Fund | Annual statement sent late July |
| BT Superannuation Investment Fund | Annual statement sent late July |
| Westpac Lifetime Super Service | Week commencing 18 August |
| Westpac Simple Super | Annual statement sent mid August |
| Westpac Personal Super Investment Plan and Personal Super Bond | Annual statement sent mid August |
| Westpac Personal Super Bond and Westpac Personal Super | Annual statement sent late mid August |
| BT Approved Deposit Fund | Annual statement sent mid September |
| BT Business Super | 15 September |
| BT Lifetime Super Employer Plan | 15 September |
| BT Lifetime Super – Defined Benefit Plan | 15 September |
| Rollover bonds | Statements lodged |
|---|---|
| Westpac Rollover Bond | Mid August |
| Westpac Rollover Investment Bond | Mid August |
| Wholesale and Institutional Investments | Statements lodged |
|---|---|
| BT Institutional Funds | Late July |
| BT Wholesale Funds | Late July |
| Tax and CGT statement for BT Institutional Funds | Mid August |
| Tax and CGT statement for BT Wholesale Funds | Mid August |
This covers the majority of customers with some statements issued later due to special requirements or members exiting BT.