Making a withdraw from your BT Super or Investments

Important:

Making a withdrawal BT Super for Life and BT Super

Quick Tips for Super Withdrawal

  • Find your account/member number and the name of your product on correspondence from BT.
  • Login to your account to review your current balance and check your personal details are up to date.
  • Understand what type of withdrawal you are applying for and your eligibility.
  • Understand the conditions of the withdrawal you have selected, including potential tax implications.
  • Once the withdrawal is in process it can only be cancelled before 4:00pm on the same day it is received.

     

Types of Withdrawal

Standard Withdrawal:

You can access your Super when you reach Preservation Age (age 55 to 60 depending on your year of birth) and have retired OR when you turn 65 (even if you haven’t retired) OR under ‘Transition to Retirement' rules, while continuing to work (conditions apply; you must have reached your preservation age)

  • Withdrawal request (PDF)
    Use this form to withdraw part or all of your investment in BT Super for Life.

  • Withdrawal request (PDF)
    Use this form to withdraw part or all of your investment in BT Super.

Making a withdrawal from your investments

Log in to BT Online for:

  • BT Investment Funds

  • BT Investor Choice Funds

  • BT Classic Investment Funds

  • BT Premium Cash Fund

New to BT Online?

In writing

Call BT Customer Relations on 132 135 to obtain the relevant form for your investment

By telephone

Call BT Customer relations on 132 135 with your four digit PIN

Conditions of withdrawal

  • Withdrawal payments are made in Australian dollars.

  • Withdrawals are subject to clearance of investment funds.

  • There is no minimum withdrawal amount for each fund. A fee applies for cheques written on the BT Cash Management Trust for less than $400.

  • 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.