Help

Making a withdrawal

Important:

See also Making withdrawals from superannuation when leaving Australia or due to financial hardship.
Have you read the conditions of withdrawal section?
Once the withdrawal is in process it can only be cancelled before 4:00pm on the same day it is received.
Find the name of your product on correspondence from BT.

In writing

Complete and return the relevant form.

BT Lifetime Super - Employer Plan

This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal. If you require this withdrawal form, please call BT Customer Relations on 132 135.

BT Business Super

This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal. If you require this withdrawal form, please call BT Customer Relations on 132 135.

For all other products please call on 132 135.

By telephone

BT Super for Life

If you have Unrestricted Funds or meet an Age Based Condition of Release you can call BT Customer Relations on 1300 653 553.

BT Lifetime – Personal Super, BT Classic Lifetime Personal Super, BT Retirement Selection Personal Super, BT Superannuation Investment Fund and BT Superannuation Savings Fund

If you have Unrestricted Funds or meet an Age Based Condition of Release you can call BT Customer Relations on 132 135. You will need a valid BT PIN.

BT Lifetime Flexible Pension and BT Classic Lifetime Flexible Pension

Call BT Customer Relations on 132 135. You will need a valid BT PIN.

Conditions of withdrawal

Withdrawal payments are made in Australian dollars.
Withdrawals are subject to clearance of investment funds.
Any applicable bank charges and other likely bank fees incurred as a result of a withdrawal by way of telegraphic transfer or other special payment will be charged to you.
Full withdrawals from a fund will automatically cancel your Regular Investment Plan or Flexi Payment Plan with that fund.
Payments to a third party are not permitted.