Documents and downloads

Find all the documents and downloads you need to manage your personal, your employee, or your client’s super. We keep it all in one place to keep things simple.

If you have any questions about your BT Super, contact BT for more information.

Superannuation forms

Here you'll find all the forms you need to make the most of your super, including rolling over other super funds into your BT super account.

BT Super for Life

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form.

BT Lifetime Super - Personal Super Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form
  • Switch Request - Use this form to switch funds from one investment option to another

BT Classic Lifetime Super - Personal Super Plan

 

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form.

 

BT Retirement Selection - Personal Super Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form.

BT Superannuation Investment Fund

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Superannuation Savings Fund

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Lifetime Super - Employer Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Business Super

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

Additional superannuation forms

Helpful forms that you may need to help manage your employer super account, including New Employee Details forms. We’ve put together all the forms you may need to help you manage your clients’ BT superannuation accounts.

See more superannuation forms

More information about your fund can be found in the Product Disclosure Statements (PDSs) and Financial Services Guides (FSGs).

Forms for advisers

Here you will find the forms to help you manage your clients with BT.

  • BT's Advice Commitment (PDF 48 KB)
  • Adviser Registration and Change of Details Forms (PDF 309 KB)
    Use this form to set up a New Adviser for BT Retail/Corporate Super or Margin Lending products or for changes to details of an existing Adviser.
  • Dealer Group Registration and Change of Details Form (PDF 303 KB)
    Use this form to set up a New Dealer Group (Head Agent) for BT Retail/Corporate Super or Margin Lending products or to change details of an existing Dealer Group.
  • Change of Dealer Group Form (PDF 283 KB)
    Use this form to transfer a BT Retail/Corporate Super or Margin Lending Advisers between Dealer Groups.
  • Single Investor Transfer Form (PDF 263 KB)
    Use this form to transfer a single investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
  • Bulk Investor Transfer Form (PDF 274 KB)
    Use this form to transfer a multiple investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
  • BT Adviser Exchange Access Request Form (PDF 174 KB)
    Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products.
  • Set up an Advice Fee Arrangement (PDF 135 KB)
    Use this form for if you have agreed with your client to set-up a new advice fee arrangement to have a one-off and/or ongoing advice fee deducted from their BT account. You can also use this form to amend or replace an existing advice fee arrangement on their BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of their application form on or after 1 July 2013. This form must be completed and signed by you and your client. This form applies to clients in BT Classic Investment Funds, BT Investor Choice Funds, BT Investment Funds, BT Global Share Fund and BT Balanced Deeming Fund.
  • Member Advice Fee set up – BT Business Super (PDF 75 KB)
    Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
  • Member Advice Fee set up – BT Lifetime Super – Employer Plan (PDF 71 KB)
    Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
  • Member Advice Fee set up – Personal Super (PDF 142 KB)
    Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
  • Cancel an Advice Fee Arrangement (PDF 74 KB)
    Use the form to cancel a monthly ongoing advice fee arrangement set up on or after 1 July 2013 by using the Advice Fee form (or Advice Fee section of your client's application form). This form can be completed by you (or a financial adviser authorised under the same AFSL), or your client associated with the monthly ongoing advice fee arrangement that is being cancelled. This form applies to clients in BT Classic Investment Funds, BT Investor Choice Funds, BT Investment Funds, BT Global Share Fund and BT Balanced Deeming Fund.
  • Member Advice Fee Cancellation – BT Business Super (PDF 169 KB)
    Use this form to cancel the Member Advice fee payable to your financial planner.
  • Member Advice Fee Cancellation – BT Lifetime Super – Employer Plan (PDF 167 KB)
    Use this form to cancel the Member Advice fee payable to your financial planner.

Product Disclosure Statements

Find all the product disclosure statements, updates and disclosure notices for BT superannuation and investment products.

What is a Product Disclosure Statement?

A Product Disclosure Statement or PDS is a document (or sometimes a group of documents) that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive.

A Financial Services Guide or FSG describes the financial services offered by, and important information about, a financial services licensee.

Managed funds

BT Investment Funds (includes BT Cash Management Trust)

BT Classic Investment Funds

BT Global Share Fund

BT Premium Cash Fund

Application form (PDF 179 KB)

BT Investor Choice Funds (includes Westpac Cash Management Trust)

BT Balanced Deeming Fund

BT Multi-manager & Partner Funds

These are available from the investment options page, there is a separate PDS and product update (where issued) for each fund.

Financial Services Guide

Margin lending

BT Margin Loan

BT Securities Limited

BT Margin Lending Facility Agreement

Standard BT Margin Loan Information

Wrap

BT Portfolio Services Ltd

Insurance

BT Protection Plans

BT Reserve Reference Document

Other disclosure documents

In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.

Annual reports

View and download the latest annual reports or financial statements for BT's range of superannuation products.

For more information on our documents and downloads, contact us and speak to one of our BT Super Specialists