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.

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.