How to get super from other funds into your BT super account

How to find other super, including lost super, and combine your accounts if you choose to.

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How do I contribute money to my BT super?

 

Transcript

Having all your super in one place can help you keep track of your investments and fees.

If you think you might have super somewhere else and you want to consolidate your super, click on “Find my super” from the left-hand menu once you’ve logged in.

To get instructions on how to roll over your super, click on the “detailed instructions” which will take you to the ATO website.

If you’d like our help, click on “our rollover form”, take a read of the instructions, and fill in the details down the bottom of the online form.

Once you’ve pressed “submit” we can take care of the consolidation of your super for you.

Just be sure you check what insurances you may have with any other super funds before you consolidate so you know how any cover or fees may be impacted.

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.