Switching investments
Information on how to switch between funds in your super.
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Switching is transferring funds within a fund range. This is achieved by selling units in one fund and using the proceeds to buy units in another fund. Additionally, you can advise us of the mix of investment options you would like to use for any future contributions.
Online
If you hold a personal superannuation investment, you can log in to BT Online to update your contact details, address or to provide your tax file number.
Telephone
Call BT Customer Relations on 132 135 to switch funds.
In writing
Download, print, complete and return a switch form to us at the address on the bottom of the form.
If you can't download or print the form, contact us to ask for a form to be sent to you.
