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)
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)
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 1300 881 716
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 1300 881 716