Step 1: Provide your TFN

Your Tax File Number (TFN) is all we need to get started. To provide your TFN to us, simply log in to your BT Super for Life account in online banking, or call us on 132 135.

Why give us your TFN?

  • We can run a super search to find super you may have lost track of
  • It allows you to make personal after-tax contributions into your account
  • We won't be required to deduct extra tax from your super contributions

Step 2: Let us run a super search for you

Once we've got your TFN, with your consent we can run a super search to find other super you may have. To give us the OK, login to your BT Super for Life account in online banking, select your BT Super for Life account and choose Search & Combine. Then if we find any other super for you, we can help you combine* it into your BT Super for Life account.

Open in your online banking

To provide your TFN and give us the OK to find your super, log in to your BT Super for Life account in online banking:

Things you should know:

* There is no charge for accepting any rollovers. However, before requesting the rollover, you should consider where your future employer contributions will be paid (if your employer contributions are currently being paid to another fund) and check with your other fund(s) to determine whether there are any exit or withdrawal fees for moving your benefit, or other loss of benefits (e.g. insurance cover), noting that you may not receive the same type or level of benefits after the rollover. You may not be covered for injuries or illnesses that have arisen since you took out previous insurance, and you may lose loyalty benefits.

# There may be limited circumstances where your employer is not required to accept your Choice of Superannuation fund form. E.g. If you have already exercised Super Choice in the last 12 months.

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, is the trustee and issuer of interests in BT Super for Life which is a part of Retirement Wrap ABN 39 827 542 991. A Product Disclosure Statement (PDS) for BT Super for Life can be obtained by calling 1300 653 553, or visiting bt.com.au You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super for Life. An investment in BT Super for Life is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac), St.George Bank, Bank of Melbourne or BankSA (which are Divisions of Westpac), or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of BT Super for Life. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Information current as at October 2015 © BT Financial Group 2015.