Statements and dates

Annual statements

The date statements are lodged is the date they enter the Australia Post mail system. Recipients should allow up to 7 working days for receipt of their statements.

Note: We will update message if there are any changes to these dates.

                    Product

Statement lodgement dates

  • BT Lifetime – Personal Super
  • BT Classic Lifetime – Personal Super
  • BT Retirement Selection – Personal Super Plan
  • BT Superannuation Investment Fund
  • BT Superannuation Savings Fund

 

 

 

Mid July – Early August


Superannuation

  • BT Business Super
  • BT Lifetime Super – Employer Plan


July - August

  • BT Super for Life* – Savings
  • BT Super for Life* – Retirement
  • BT Super for Life* – Transition to Retirement

 

Available online from early August


    Retirement

  • BT Lifetime – Flexible Pension
  • BT Classic Lifetime – Flexible Pension


Early July

 

    Investments

  • BT Investment Funds
  • BT Investor Choice Funds
  • BT Premium Cash Fund
  • BT Classic Investment Funds

 

Mid July - August

* Log in to your BT Super for Life account via Internet Banking, and click on 'Statements' under "Transaction History". This covers the majority of customers with some statements issued later due to special requirements, or due to members exiting BT.

Quarterly mailing and distribution dates

March 2017

Important dates regarding your quarterly statements for managed fund and cash investors.

Key mailing and distribution dates

For your easy reference, please find the March 2017 quarterly statement mailing and distribution payment dates.

Products

Payment of distributions*

Statement mailing dates*

BT Investment Funds
BT Classic Investment Funds
BT Investor Choice Funds
BT Balanced Deeming Fund
BT Global Share Fund



From 10 April 2017



From 21 April 2017

Cash Funds (including BT Premium
Cash Fund, BT Cash Management Trust
& Westpac Cash Management Trust)


From 4 April 2017


From 20 April 2017

*Dates are indicative only