Nominate a beneficiary

Find the name of your product on correspondence from BT.

You must nominate a beneficiary in writing.

Can’t download or print the form? Contact us to request one be sent to you.

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.