Family Law and Deceased Estates

Family Law

Any person who intends to enter into a Superannuation Agreement with a current BT member may request information relating to the member’s superannuation holdings.

Requests for information must be accompanied by a completed Form 6 Declaration.
Call 132 135 to request one be sent to you. There is no fee for this request.

Mail completed declarations to:

Family Law Officer – Legal Department
Westpac Securities Admin Limited/BT Funds Management Ltd
Westpac Place
275 Kent Street
Sydney NSW 2000

Deceased Estates

Need to confirm if an account is open/closed?

  • Call us on 132 135

  • Confirm the account’s name, date of birth and address

  • You’ll need to fax a copy of the member’s death certificate to us

Need information about a deceased’s account?

  • We require a letter or fax from a relative/friend advising of the client's:

    1. Investor Number
    2. Name
    3. Date of Birth and Death
    4. Account address
    5. Address for future correspondence
  • Until we receive a certified copy of both the Death Certificate and Will, we can only provide general (not account specific) information in our written correspondence. If these documents are available when you first contact us, please provide them as well.

Mail to:

DECEASED ESTATES
Estates and Claims Management Team
GPO Box 2469
Adelaide SA 5001

Once we receive this notification, the Deceased Estates Team will contact you in writing with information about the next steps and necessary forms.

Superannuation is a long-term investment. The Government has placed restrictions on when you can access your preserved benefits. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. In addition, the Government has set a non-concessional contributions cap. For more detail, speak with a financial adviser or visit the ATO website.