Use this form to change personal or account details such as your address.
Better yet, log into BTOnline, update your details online, or call 132 135. If you would like to provide new bank account details or advise of a change of name, a printed and signed form needs to be provided.
If you are rolling money invested in any previous superannuation funds into your BT superannuation account, the previous fund may request that you provide BT's Letter of Compliance. The letter states that your BT super fund complies with applicable law.
Roll money invested in your other superannuation funds into your BT superannuation account - use a separate form for each fund.
Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.
To nominate the BT Superannuation Investment Fund to receive your Superannuation Guarantee (SG) contributions, complete this form and return it to your employer. This form may be used instead of the 'Superannuation Standard Choice' form.
Use this form if you have agreed with your financial adviser to set-up a new advice fee arrangement to have an ongoing advice fee deducted from your BT account. You can also use this form to amend or replace an existing advice fee arrangement on your BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of your application form on or after 14 December 2011.
This form can only be completed for members who have already set-up a monthly ongoing advice fee arrangement with their financial adviser on or after 14 December 2011 by completing an Advice Fee form (or Advice Fee section of their application form). If you have not previously set-up an ongoing advice fee for your BT account in this way, please contact your financial adviser to discuss your arrangement with them. This form can be completed by you, or your financial adviser associated with the monthly ongoing advice fee arrangement that is being cancelled (or a financial adviser authorised under the same AFSL).
The BT Superannuation Investment Fund is only available to existing investors. If you’re not an existing investor but are looking for a new superannuation account, you may like to consider BT Super for Life.
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Monitor and manage your money online with BT Online or by phone with BT Link.
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