How to nominate your beneficiaries

How to nominate, check, or change who you want your super to go to in the case of your death.

Next video:

How do I make the most of my super, today and into the future?

 

Transcript

To ensure you can help contribute to your loved ones’ future, it’s a good idea to think about who you’d like to leave your super to, in the case of your death.

This is called nominating a beneficiary.

Once you’ve logged into your account, select “Manage beneficiaries” from the left-hand menu. On this page you’ll see instructions on who you can nominate.

If you then scroll down, you can input your beneficiaries, and even apply a percentage allocation.

Once you’ve done this, simply press “save”, and your nomination, if valid, will be binding.

It’s a good idea to update your beneficiaries when your personal circumstances change.

Need more help?

Call 132 135 for BT super support.

This information is current as at 22 February 2021.

BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan form part of Retirement Wrap ABN 39 827 542 991 (‘Fund’) and is issued by BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (‘BTFM’), the trustee of the Fund. A Product Disclosure Statement (PDS) and Financial Services Guide (FSG) for BT Super can be obtained by visiting bt.com.au/btsuper or calling 132 135. A PDS and FSG for BT Super for Life can be obtained by visiting bt.com.au/superforlife or calling 132 135. PDS or FSG for BT Super for Life – Westpac Group Plan can be obtained by calling 132 135 or signing into your account online. You should consider the PDS before deciding to acquire, continue to hold or dispose of interests in BT Super, BT Super for Life and/or BT Super for Life – Westpac Group Plan. 

The information in this publication does not take into account your personal objectives, financial situation or needs and because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This publication provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.