How do I...?

Maintain my retirement plan

There are a number of things you may want to do with your retirement plan:

Top up your investment by making an additional investment
Move money between your investment options by switching
Make a withdrawal to rollover funds or withdraw from your super altogether
Nominate a beneficiary
Update personal details on your retirement plan such as your address or provide your tax file number
Find out when the next quarterly statement and distribution are due

Information for BT Super for Life account holders
Maintaining your retirement savings has never been easier. While doing your internet banking with Westpac you can also set up regular or one-off withdrawals, change investment options, nominate beneficiaries, update your personal information, take out insurance cover, view your transactions and more.

Log in to Westpac Online (opens in a new window)
More information on BT Super for Life (opens in a new window)

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Important information
General advice and general education information 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 the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. By accessing this website you agree to be bound by the terms and conditions of the BT Financial Group website. BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence. © BT Financial Group 2008