For your easy reference, please find the December 2020 quarterly statement mailing and distribution payment dates below.
Products |
Payment of |
Statement mailing dates* |
BT Investment Funds |
From 11 January 2021 |
From 19 January 2021 |
Cash Funds |
From 5 January 2021 |
From 15 January 2021 |
* Dates are indicative only
All withdrawals and pension payments including Transition to Retirement due on and between 1 July to 10 July are to be paid from 12 – 15 July. To determine your pension due date, please log in to your BT Super for Life account via online banking and check your pension details.
All Flexible Income Plan and Variable Income Plan pension accounts with a payment date of 1 July to 5 July (inclusive) will be generated overnight on the 4 July.
Customers with a Westpac bank account will get paid on 4 July, and non-Westpac on 5 July.
You don’t need to have your annual statement to complete your tax return, however you can see the expected dates for your statement on the 'Annual statements dates' tab on this page.
You should aim to have these super contributions made 10 business days before 29 June 2020.
The effective date of the contribution is the date that BT receives the contribution, which is not necessarily the date of the transaction.
Transfers into a super account cannot be reversed and generally will not be accessible until you retire. For more info regarding release of super, see http://www.bt.com.au/super/learn/the-basics.asp
No, tax statements are not produced for BT Superannuation accounts.
If your Fund(s) did paid you any distributions in this statement’s financial year (excluding distributions paid effective 1 July, which are considered part of the previous financial year), you will receive a tax statement. We are not required to produce a tax statement if no income is paid. Please note that an increase in the value of your units as a result of positive performance does not constitute income.
Tax statements are not produced for BT Super accounts because everything is taxed at fund level, if you require more information please see the Fund Factsheet.
If you redeemed or switched any units in your Fund, or transferred units to another investment in this statement’s financial year, you may receive a CGT statement. We are not required to produce a capital gains tax statement when no redemptions, switches or transfers have occurred. Please note that an increase or decrease in the value of your units as a result of performance does not constitute a capital gain or loss.