Any person who intends to enter into a Superannuation Agreement with a current BT member may request information relating to the member’s superannuation holdings.
Requests for information must be accompanied by a completed Form 6 Declaration.
Call 1300 881 716 to request one be sent to you. There is no fee for this request.
Mail completed declarations to:
BT Financial Group
Attn: Family Law Officer
GPO Box 2861
Adelaide SA 5001
Losing someone is never easy. We’re here to support you through this challenging time so you can focus on the things that matter most. It’s important to us to work with you to ensure our deceased customers’ accounts remain protected and safe.
For information on the details we need and the information we can share with you in relation to a deceased customer's account, refer to the following support guide which also contains our Estate & Claims Management team's contact details.
Superannuation is a long-term investment. The Government has placed restrictions on when you can access your preserved benefits. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. In addition, the Government has set a non-concessional contributions cap. For more detail, speak with a financial adviser or visit the ATO website.