Statement dates and FAQs

An­nual State­ments are sched­uled to be lodged as fol­lows.

An­nual state­ments for mem­bers of BT Life­time Su­per – Em­ployer Plan and BT Business Super are issued from mid-Au­gust through to December.

Your annual statements are available to view on BT Online at any­time, any­where, from your PC, tablet or mo­bile. De­liv­ered to your pass­word pro­tected BT On­line ac­count means no con­cerns about lost or stolen mail. And no more pa­per – your state­ments will be stored for you and you can down­load and save them to your home com­puter.

If we have an email ad­dress on record for you: we will email you when your an­nual state­ment is ready – and pro­vide in­struc­tions on how to log on and ac­cess your state­ment.

If we do not have an email ad­dress for you on record: you will re­ceive your an­nual state­ment by mail as usual.  You’ll also be able to ac­cess a copy of your state­ment via BT On­line.  In fu­ture, if you’d pre­fer to just re­ceive your an­nual state­ment on­line, rather than by mail, log on to BT On­line and up­date your per­sonal de­tails by adding an email ad­dress and mo­bile num­ber – and next year we’ll email you when your an­nual state­ment is ready.   

To view your an­nual state­ment on­line:

1. Click ‘Login’ at the top right of any page on www.bt.com.au
2. Click on BT On­line
3. Log in with your mem­ber num­ber (in your email) and pass­word. If you can’t re­mem­ber your pass­word, you can eas­ily re-set it on­line by fol­low­ing the prompts
4. Click on the 'View State­ments’ but­ton on the dash­board, or se­lect 'S­tate­ments & Cor­re­spon­dence’ in the top menu  

BT Super for Life

All with­drawals and pen­sion pay­ments in­clud­ing Tran­si­tion to Re­tire­ment due on and be­tween 2 July to 6 July are to be paid from 9 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.

Westpac Pension accounts

All Flexible Income Plan and Variable Income Plan pension accounts with a payment date of 2 July to 6 July (inclusive) will be generated overnight on the 4 July.

Customers with a Westpac bank account will get paid on 5 July, and non-Westpac on 6 July.

When mak­ing con­tri­bu­tions please re­mem­ber to spec­ify whether your con­tri­bu­tion is a:

• Per­sonal (mem­ber vol­un­tary) con­tri­bu­tion 
• Spouse con­tri­bu­tion 
• Su­per Guar­an­tee con­tri­bu­tion (em­ployer man­dated con­tri­bu­tion) 
• Salary Sac­ri­fice con­tri­bu­tion (em­ployer vol­un­tary con­tri­bu­tion)

View the Su­per Choice Con­tri­bu­tion forms & Let­ter of Com­pli­ances for all Prod­ucts.

BT Super for Life (9 digit account number starting with '1')

If you're an em­ployer want­ing to con­tribute to BT Su­per for Life for your em­ploy­ees, please re­fer to the table be­low.

Us­ing EFT Pay Any­one

Ac­count Name: mem­ber name
BSB: 262-410
A/​C Num­ber: <SFL Ac­count Num­ber>
EFT De­scrip­tion: in­sert the rel­e­vant op­tion from the list be­low:

• SG: Su­per­an­nu­a­tion Guar­an­tee 
• SS: Salary Sac­ri­fice 
• EA: Em­ployer Ad­di­tional 
• MV: Mem­ber Vol­un­tary (af­ter tax) 
• SP: Spouse Con­tri­bu­tions 

Please note that if you don’t pro­vide an EFT de­scrip­tion your con­tri­bu­tion will de­fault to a Su­per­an­nu­a­tion Guar­an­tee (SG) con­tri­bu­tion, and a min­i­mum con­tri­bu­tions tax of 15% will be ap­plied. 

Us­ing BPAY

You need a Biller Code and Ref­er­ence Num­ber.

Biller Codes:

• SG Con­tri­bu­tion: 31864 
• Salary Sac­ri­fice Con­tri­bu­tion: 31880 
• Em­ployer Ad­di­tional Con­tri­bu­tion: 31872 
• Mem­ber Vol­un­tary Con­tri­bu­tion: 31898 
• Spouse Con­tri­bu­tion: 31906

Ref­er­ence Num­ber: SFL ac­count num­ber (9 digit ac­count num­ber start­ing with 1)

BT Personal Super and Corporate Super

For BT reg­is­tered em­ploy­ers

BT Quick­Su­per

If you have an Em­ployer Su­per Plan with BT and have al­ready reg­is­tered to use our on­line ser­vices lo­gin to BT Quick­Su­per.

For mem­bers

Us­ing BPAY

Use your bank's in­ter­net or tele­phone BPAY ser­vice to trans­fer funds from your bank ac­count.

How do I use BPAY?

In writ­ing

To nom­i­nate your BT su­per fund to re­ceive any fu­ture Su­per­an­nu­a­tion Guar­an­tee (SG) pay­ments from your em­ployer down­load and com­plete a Su­per Choice Fund Nom­i­na­tion Form:

• BT Life­time Per­sonal Su­per 
• BT Life­time Su­per - Em­ployer Plan 
• BT Busi­ness Su­per

To make vol­un­tary con­tri­bu­tions (such as Per­sonal or salary sac­ri­fice con­tri­bu­tions), down­load and com­plete an Ad­di­tional Con­tri­bu­tions Form:

• BT Life­time Per­sonal Su­per 
• BT Life­time Su­per - Em­ployer Plan 
• BT Busi­ness Su­per

Be sure to re­fer to the com­plete set of forms for your BT su­per plan if you need to make any other changes.

If you can­not down­load or print the form, con­tact us to ask for a form to be sent to you.

BT SuperWrap, SuperWrap Essentials and Investment Wrap

EFT, BPAY and Cheque

Mak­ing mem­ber con­tri­bu­tions into your Wrap or Su­per­Wrap cash ac­count is quick and easy with our range of con­ve­nient op­tions. Se­lect your prod­uct be­low to find out how.

Wrap

Su­per­Wrap

You will receive a copy of the Your BT Super member news booklet with your annual statement in 2018.

I’m an em­ployer mak­ing su­per con­tri­bu­tions on Quick­Su­per (us­ing Choice) into my em­ploy­ee’s nom­i­nated su­per fund, how much time do I need to al­low to en­sure that those con­tri­bu­tions are re­ceived by the nom­i­nated su­per fund(s) by 29 June?

You should aim to have these su­per con­tri­bu­tions made 10 busi­ness days be­fore 29 June 2018.

When is the ef­fec­tive date of my con­tri­bu­tion?

The ef­fec­tive date of the con­tri­bu­tion is the date that BT re­ceives the con­tri­bu­tion, which is not nec­es­sar­ily the date of the trans­ac­tion.

Can I trans­fer funds out of my su­per fund if I make a mis­take?

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

Will I re­ceive a tax state­ment for my su­per­an­nu­a­tion ac­count?

No, tax state­ments are not pro­duced for BT Su­per­an­nu­a­tion ac­counts.

When will I re­ceive a dis­tri­b­u­tion pay­ment for my in­vest­ments?

The table be­low il­lus­trates the quar­terly dis­tri­b­u­tion and state­ment mail­ing dates for Re­tail In­vest­ments.

*Dates are in­dica­tive only

View more in­for­ma­tion and dis­tri­b­u­tion his­tory.

Will I re­ceive a tax state­ment this year?

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.

Will I re­ceive a cap­i­tal gains tax (CGT) state­ment this year?

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.