BT's Rollover Tool

The Rollover Tool makes it simple for you to roll over super funds you may have into your BT superannuation account.

No paper work required. Submit your request online and BT will contact your other funds to arrange your rollover(s)

What you need to have before you start

You'll need to gather some basic information about your super funds, including:

  • Your BT superannuation fund name and member/investor number

  • The name(s) of your other super fund(s) and the corresponding member number(s)

  • Your Tax File Number (TFN) is optional but providing it will help us arrange the rollover with your other fund(s)

Using the tool

  • It should take 5-10 minutes to complete, depending on the number of funds you have

  • You can do all of your funds in one go, rather than filling in the form several times - just click the add another fund link as you go

  • This tool is for whole of balance (not partial) rollovers
    For partial rollovers please call us on 1800 022 555

  • Please note that this tool cannot be used to rollover from a self managed super fund (SMSF)

  • If you require any assistance in completing your rollover tool, please call us on 1800 022 555