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.


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


  • 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


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

Early July



  • 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

December 2016

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

Key mailing and distribution dates

For your easy reference, please find the December 2016 quarterly statement mailing and distribution payment dates.


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 20 January 2017

From 23 January 2017

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

From 4 January 2017

From 16 January 2017

*Dates are indicative only