How to see your account transactions

Know where to see what money goes in and out of your super account.

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How do I get super from other funds into my account?

 

Transcript

Once you’ve logged in, on the left-hand side you’ll see a menu of options.

When you click on “Activity”  you’ll be taken to a page that displays all the money that’s come in for the current financial year, including any rollovers from other funds and whether they were concessional (that is before-tax) or non-concessional (that is after-tax) contributions.

You’ll see the money that’s been taken out for the current financial year and what makes up the total. It could include fees, insurance premiums, and tax paid.

If you click on “Transactions” from the menu, you can see any transactions in your account for the date range you select.

To see your account activity for prior financial years, click on Document library in the menu. There you’ll find any previous statements for your BT Super account.

Need more help?

Call 132 135 for BT Super support.

This information is current as at 22 February 2021.

The information is prepared by BT Funds Management Limited ABN 63 002 916 458, AFSL Number 233724, RSE Licence No. L0001090 (BTFM).  BTFM, is the trustee and issuer of interests in BT Super which is a part of Retirement Wrap ABN 39 827 542 991. 

A Product Disclosure Statement (PDS) is available for BT Super and can be obtained by calling 132 135, or visiting bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super.

© Westpac Banking Corporation.