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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