BT Easy rollover tool

Our Easy Rollover tool makes it simple for you to rollover other super funds you may have into your BT super account, with the potential to save on super fees.

What is ‘rolling over’?

Rolling over your super simply means consolidating or combining one or more super funds into one super account.

Why combine other super accounts into one account?

There can be good reasons to combine all your super into one super account. You could potentially save on account keeping fees, and this could make an important difference to the value of your super on retirement.

Rolling your super over into a single super account is also an easy way to help you keep track of, and manage your superannuation all the way through to retirement. It also means you only have one set of statements to manage.

Before requesting a transfer, we recommend that you check with your other funds to see if there are any exit fees for moving your benefit or other loss of benefits such as insurance.

How BT’s Easy Rollover Tool works

The Easy Rollover tool makes it simple for you to rollover other super funds you may have into your BT super account. The process should only take 5-10 minutes to complete, depending on the number of funds you have.

  • No paper work is required.
  • Submit your request online and BT will contact your other funds to arrange your rollover(s).

You can do all of your funds in one go. Rather than filling in the form several times – just click the “add another fund” link as you go.

Please note: this tool is for whole of balance (not partial) rollovers. This tool cannot be used to rollover from a self-managed super fund (SMSF).

What you need to get started

You'll need to have some basic information about your super funds on hand, including:

  • your BT super fund name and member number
  • the name(s) of your other super fund(s) and corresponding member number(s)
  • your Tax File Number (TFN) is optional, but providing it will help identify you to your other fund(s)

If you require any assistance in completing your rollover tool, contact us and speak to one of our BT Super Specialists.

To rollover, or not rollover?

Rolling over your super means transferring multiple funds into a single super account. It makes it easier to keep track of your super savings and could see you save on account keeping fees.

 

 

Think you have some lost super?

We can help you track down any lost super you may have forgotten about and combine it into a BT Super for Life account, so you’ll never lose track of it again.

Boost your super

Find out more about the range of strategies you can use to help grow your super. Try just one or embrace them all to boost your super savings over time.

Disclaimer
This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs.

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.