EOFY contributions, statement dates and FAQs

Product		Transaction Types	Cut Off Date & Time (AEST)
BT Super for Life/BT Super	•     BT Super for Life •     BT Super	New Applications and Additional Deposits via BPAY* or EFT	Received by 4pm Friday 28 June
		New Applications and Additional Deposits via Cheque must be received	Received by 4pm Friday 28 June
Workplace Super	Members •     BT Business Super •     BT Lifetime Super Employer Plan	Personal Contributions and Employer Contributions via Cheque or BPAY	Received by 4pm Friday 28 June
	Employers •     BT Business Super •     BT Lifetime Super Employer Plan	Contributions to members of your BT employer plan via BT QuickSuper	Received by 4pm Friday 28 June
		Contributions to your employees who have an account with another super fund via BT QuickSuper	Received by 4pm Friday 14 June
Retail	General Investments •     BT Investment Funds •     BT Investment Choice •     Premium Cash •     Classic Investment Funds •     Cash Management	New Applications and Additional Deposits via Direct Debit	Received by Friday 28 June, 4pm (Sydney time)

*BPAY®  – the contribution will generally be received by BT before 4pm (Sydney time) on the business day after you request your financial institution to make payment, provided that the request is made before your financial institution's cut-off time (usually 6pm Sydney time). We recommend you allow at least two business days to ensure your contribution reaches us in time.  You should check with your financial institution to confirm your cut-off time and daily transaction limit. We won’t be responsible for any delays by BPAY or a financial institution in processing the transaction. 

® Registered to BPAY Pty Ltd ABN 69 079 137 518.

Information for members:

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)

If you are unsure as to the type of contribution you need to make please speak to your tax accountant.

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

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

How do I use BPAY?

Information for employers:

BT Super / 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 use the BPAY details below.

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

EFT Payments
BSB:  262-410
Account number: BT Super/BT Super for Life ac­count num­ber (9 digit ac­count num­ber start­ing with 1)

Reference:

• SG Contribution: SG
• Salary Sacrifice Contribution: SS
• Employer Additional Contribution: EA
• Member Voluntary Contribution: MV
• Spouse Contribution: SP

BT Corporate Super

BT Lifetime Super - Employer Plan (12-13 Digit member number starting with 60000)

Using BPAY
You need a Biller Code and Ref­er­ence Num­ber.

Biller Codes:

• SG Con­tri­bu­tion: 17038
• Mem­ber Vol­un­tary Con­tri­bu­tion: 17020 
• Spouse Contribution: 117077

Ref­er­ence Num­ber: BT Lifetime Super Employer Plan number (12-13 digit number starting with 60000)

BT Business Super (12-13 Digit member number starting with 60000)

Using BPAY
You need a Biller Code and Ref­er­ence Num­ber.

Biller Codes:

• SG Con­tri­bu­tion: 858779
• Mem­ber Vol­un­tary Con­tri­bu­tion: 858761
• Spouse Contribution:  117085

Ref­er­ence Num­ber: BT Lifetime Super Employer Plan number (12-13 digit number starting with 60000)

To assist you making those last minute cheque ⃰ contributions, BT will once again open a number of Year End Shopfront locations on 27 and 28 of June 2019.

Location	Date	BT Hours (local time)	Asgard Hours (local time)
Sydney Westpac Branch 341 George St, Sydney	27 June	9:30 am – 3:30 pm	9:30 am – 3:30 pm
	28 June	9:30 am – 4:00 pm	9:30 am – 4:00 pm
Melbourne Westpac Branch 303 Collins St, Melbourne	27 June	9:30 am – 3:30 pm	9:30 am – 3:30 pm
	28 June	9:30 am – 4:00 pm	9:30 am – 4:00 pm
Brisbane Westpac Branch 260 Queen St, Brisbane	27 June	9:30 am – 3:30 pm	9:30 am – 3:30 pm
	28 June	9:30 am – 4:00 pm	9:30 am – 4:00 pm
Perth Tower 2, Brookfield Place Lvl 4, 123 St George’s Tce, Perth	27 June	9:30 am – 4:30 pm	9:30 am – 4:30 pm
	28 June	9:30 am – 3:00 pm	9:30 am – 3:00 pm
Adelaide (BT) Westpac Branch 1 King William St, Adelaide	27 June	9:30 am – 3:30 pm	9:30 am – 3:30 pm
	28 June	9:30 am – 4:00 pm	9:30 am – 4:00 pm

 

 * Cheque payments will only be accepted for the following products:

• BT Super for Life
• BT Corporate Super
• BT Super
• All BT Investments

 

An­nual State­ments are sched­uled to be lodged as fol­lows.

Prod­uct	Dates	Estimated Statement lodgement dates
BT Super for Life	BT Su­per for Life – Super: 22 July – 12 August BT Su­per for Life – Re­tire­ment: 15 July BT Su­per for Life – Tran­si­tion to Re­tire­ment:  15 July Log in to your BT Su­per for Life ac­count via In­ter­net Bank­ing, go to 'Trans­ac­tion His­to­ry' and click on ‘State­ments’	Avail­able on­line mid July – September
BT Super	BT Super: 22 July – 12 August	Avail­able on­line mid July – September
Employer Super	BT Life­time Su­per – Em­ployer Plan BT Busi­ness Su­per Your annual super statements are now online - if we have your email address we’ll let you know when your statement is available on BT Online, otherwise you’ll still receive your statement by mail.	Mid Au­gust - December
Personal Super	West­pac Life­time Su­per Ser­vice: 7 Au­gust West­pac Sim­ple Su­per: 31 July West­pac Per­sonal Su­per/​In­vest­ment Fund: 31 July	Late July - Early Au­gust
Retirement	West­pac Flex­i­ble/​Vari­able In­come Plan: 15 July	Mid July - Au­gust
General Investments	BT In­vest­ment Funds BT In­vest­ment Choice Pre­mium Cash Clas­sic In­vest­ment Funds Cash Man­age­ment Tax State­ments CGT State­ments	Mid July - Au­gust

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  

You will receive a copy of the Your BT Super member news booklet with your annual statement in 2019.

Key mailing and distribution dates

For your easy reference, please find the March 2019 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 Global Share Fund	From 12 April 2019	From 17 April 2019
Cash Funds (in­clud­ing BT Pre­mium Cash Fund, BT Cash Man­age­ment Trust & West­pac Cash Man­age­ment Trust)	From 4 April 2019	From 16 April 2019

* Dates are indicative only

BT Super for Life

All with­drawals and pen­sion pay­ments in­clud­ing Tran­si­tion to Re­tire­ment due on and be­tween 1 July to 5 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.

Westpac Pension accounts

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.

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.

Prod­uct	Pay­ment of dis­tri­b­u­tions*	State­ment mailing dates*
BT In­vest­ment Funds (in­clud­ing BT Clas­sic In­vest­ment Funds)	From 9 July 2018	From 27 July 2018
BT In­vestor Choice Funds	From 9 July 2018	From 27 July 2018
Cash Funds (in­clud­ing BT Pre­mium Cash Fund, BT Cash Man­age­ment Trust & West­pac Cash Man­age­ment Trust)	From 4 July 2018	From 13 July 2018

*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.