Family Law and Deceased Estates

Family Law

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

Deceased Estates

Need to confirm if an account is open/closed?

Need information about a deceased’s account?

  • We require a letter from a relative/friend advising of the client's:

    1. Investor Number
    2. Name
    3. Date of Birth and Death
    4. Account address
    5. Address for future correspondence
  • Until we receive a certified copy of both the Death Certificate and Will, we can only provide general (not account specific) information in our written correspondence. If these documents are available when you first contact us, please provide them as well.

Mail to:

Estates and Claims Management Team
GPO Box 2861
Adelaide SA 5001

Once we receive this notification, the Deceased Estates Team will contact you in writing with information about the next steps and necessary forms.

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.