Statement dates and FAQs

When will I receive my annual statement?

An­nual State­ments are sched­uled to be lodged as fol­lows.

Prod­uct

Dates

Estimated Statement lodgement dates

BT Su­per for Life

  • BT Su­per for Life – Sav­ings: 1 Au­gust - 13 August
  • BT Su­per for Life – Re­tire­ment: 18 July
  • BT Su­per for Life – Tran­si­tion to Re­tire­ment: 27 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

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 - October

Per­sonal Su­per

  • BT Life­time – Per­sonal Su­per: 25/​26 July
  • BT Clas­sic Life­time – Per­sonal Su­per: 20 July
  • BT Re­tire­ment Se­lec­tion – Per­sonal Su­per Plan: 20 July
  • BT Su­per­an­nu­a­tion In­vest­ment Fund: 19 July
  • West­pac Life­time Su­per Ser­vice: 8 Au­gust
  • West­pac Sim­ple Su­per: 30 July
  • West­pac Per­sonal Su­per/​In­vest­ment Fund: 1 August

Late July - Early Au­gust

Re­tire­ment

  • BT Life­time – Flex­i­ble Pen­sion: 11 July
  • BT Clas­sic Life­time – Flex­i­ble Pen­sion: 12 July
  • West­pac Flex­i­ble/​Vari­able In­come Plan: 13 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

 

How and when do BT Business Super and BT Lifetime Super – Employer Plan members receive their annual statements?

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

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  

When will my Pension payment be paid?

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.

How do I contribute to my super?

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:

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

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

Frequently asked questions

Superannuation Q&A

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.

Investment Q&A

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.

 

Quarterly mailing and distribution dates

March 2018

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 2018 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 11 April 2018



From 26 April 2018

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


From 3 April 2018


From 19 April 2018

*Dates are indicative only