Statement dates and FAQs

Statement dates

When will I receive my annual statements?

 

Annual Statements are scheduled to be lodged as follows.

Product  Dates
BT Super for Life
  • BT Super for Life – Super: 27 July – September 2020
  • BT Super for Life – Retirement: 24 July – September 2020
  • BT Super for Life – Transition to Retirement: 24 July – September 2020

Login via your Westpac Live, Bank of  MelbourneSt.George or BankSA online banking. Go to 'Transaction History' and click on 'Statements'.

BT Super
  • BT Super: 27 July – September 2020

Login via BT Panorama or your Westpac Live, Bank of  MelbourneSt.George or BankSA online banking. Go to ‘Document library’ and select ‘Statements’.

Westpac Retirement
  • Westpac Flexible: 15 July - August 2020
  • Westpac Guaranteed Income Plan: 15 July - August 2020
  • Variable Income Plan: 15 July - August 2020
Superannuation
  • Westpac Personal Super Investment Plan ('E' plan): 15 July - August 2020
  • Westpac Personal Super Plan & Bond ('P' plan): 15 July - August 2020
  • Westpac Simple Super ('2' plan): 15 July - August 2020
  • Westpac Lifetime Super Service ('Q', 'QN', & 'QT' plans): 15 July - August 2020
  • Personal Portfolio Service Accumulation ('X' plan): 15 July - August 2020
General Investments
  • BT Investment Funds: 15 July - August 2020
  • BT Investment Choice: 15 July - August 2020
  • Premium Cash: 15 July - August 2020
  • Classic Investment Funds: 15 July - August 2020
  • Cash Management: 15 July - August 2020
  • Tax Statements: 15 July - August 2020
  • CGT Statements: 15 July - August 2020

Quarterly mailing and distribution dates

Key mailing and distribution dates

For your easy reference, please find the June 2020 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 14 July 2020

From 27 July 2020

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

From 7 July 2020

From 20 July 2020


* Dates are indicative only

View more information and distribution history.

Pensions

When will my pension payment be paid?

BT Super for Life

All with­drawals and pen­sion pay­ments in­clud­ing Tran­si­tion to Re­tire­ment due on and be­tween 1 July to 10 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.

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 2020.

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

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.