Annual statements

Annual super statements will be available from October 2020. For more information see our Statement dates and FAQs page.

At BT, we want to make understanding your super simple!

After the end of each financial year, we’ll send you an annual super statement. Keeping track of things like your balance and how your money is invested can make a big difference in your retirement – and understanding your statement is one way for you to stay on top of your super.

How to read your annual super statement

Your annual super statement provides a lot of information so here’s a video to explain the key features to look out for and what they mean for you. 

The video includes information about your:

• personal details – ensure these are up to date, so we can keep you informed about your super
• super balance – see how your retirement savings are tracking as at 30 June
• contributions – match this to your payslips
• personalised rate of return – see what your investments earned over the reporting period 
• asset allocation – know the proportion of your super that’s been allocated in each type of investment
• fees and costs – see what you paid for the management of your super 
• insurance – know what insurance is provided through your super account
• beneficiaries – review or update who you have nominated on your account.

Read more information about key terms used in your annual statement.

How to view your annual statement

If you’d like to review your balance or transactions before your annual statement is ready, please log into your account. Note, you don’t need to have your annual statement to complete your tax return.