Superannuation forms
All the forms you need to make the most of your super, including rolling over other super funds into your BT super account and employer contributions forms.
Employer and Adviser forms
Forms to help you manage your corporate super
account and for advisers to manage your clients with BT.
Product Disclosure Statements
All product disclosure statements, updates and disclosure notices for BT superannuation and investment products.
Annual Reports
View and download the latest annual reports or financial statements for BT's range of superannuation products.
Setting up
Setting up
Transactions
Insurance
Questionnaires - Use these forms if you have been asked by the Insurer to complete.
Tax
Setting up
Insurance
Transactions
Use this form to switch funds from one investment option to another.
Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
Use this form to confirm that you are eligible to make superannuation contributions into your account.
This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal.
If you require this withdrawal form, please call BT Customer Relations on 132 135.
Use this form if you have agreed with your financial adviser to set-up a new advice fee arrangement to have an ongoing advice fee deducted from your BT account. You can also use this form to amend or replace an existing advice fee arrangement on your BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of your application form on or after 14 December 2011.
Use this form to cancel a monthly ongoing advice fee arrangement set up on or after 14 December 2011 by using the Advice Fee form (or Advice Fee section of their application form). If you have not previously set up an ongoing advice fee for your BT account in this way, please contact your financial adviser to discuss your arrangement with them. This form can be completed by you, or your financial adviser associated with the monthly ongoing advice fee arrangement that is being cancelled (or a financial adviser authorised under the same AFSL).
Use this form to appoint someone to operate your account.
Tax
Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Personal Super on or after 1 July 2007.
If you are rolling money invested in any previous superannuation funds into your BT superannuation account, the previous fund may request that you provide BT's Letter of Compliance. The letter states that your BT super fund complies with applicable law.
Roll money invested in your other superannuation funds into your BT superannuation account - use a separate form for each fund. Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.
To nominate BT Classic Lifetime - Personal Super to receive your Superannuation Guarantee (SG) contributions, complete this form and return it to your employer. This form may be used instead of the 'Superannuation Standard Choice' form.
Use this form to make additional contributions or set up a direct debit arrangement. If you already have an arrangement, log in to BTOnline, call 132 135 or send funds via BPAY.
Use this form to switch between Investment Options within the Plan and change income payment details, or call BT Customer Relations on 132 135.
Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
Use this form to confirm that you are eligible to make superannuation contributions into your account.
This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal.
If you require this withdrawal form, please call BT Customer Relations on 132 135.
Use this form if you have agreed with your financial adviser to set-up a new advice fee arrangement to have an ongoing advice fee deducted from your BT account. You can also use this form to amend or replace an existing advice fee arrangement on your BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of your application form on or after 14 December 2011.
This form can only be completed for members who have already set-up a monthly ongoing advice fee arrangement with their financial adviser on or after 14 December 2011 by completing an Advice Fee form (or Advice Fee section of their application form). If you have not previously set-up an ongoing advice fee for your BT account in this way, please contact your financial adviser to discuss your arrangement with them. This form can be completed by you, or your financial adviser associated with the monthly ongoing advice fee arrangement that is being cancelled (or a financial adviser authorised under the same AFSL).
Use this form to appoint someone to operate your account.
Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Personal Super on or after 1 July 2007.
Use this form to change personal or account details such as your address. Better yet, log into BTOnline, update your details online, or call 132 135. If you would like to provide new bank account details or advise of a change of name, a printed and signed form needs to be provided.
Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
Use this form to register for BTOnline (our secure website) or call 132 135.
Use this form to nominate a tax file number and avoid penalties.
If you are rolling money invested in any previous superannuation funds into your BT superannuation account, the previous fund may request that you provide BT's Letter of Compliance. The letter states that your BT super fund complies with applicable law.
Use this form to amend your details for your Death only or Death and Total and Permanent Disablement (TPD) insurance cover, including your occupation and smoker status.
Roll money invested in your other superannuation funds into your BT superannuation account - use a separate form for each fund. Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.
To nominate BT Retirement Selection - Personal Super Plan to receive your Superannuation Guarantee (SG) contributions, complete this form and return it to your employer. This form may be used instead of the 'Superannuation Standard Choice' form.
Use this form to make additional contributions or set up a direct debit arrangement. If you already have an arrangement, log in to BTOnline, call 132 135 or send funds via BPAY.
Use this form to switch between Investment Options within the Plan and change income payment details, or call BT Customer Relations on 132 135.
Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
Use this form to confirm that you are eligible to make superannuation contributions into your account
This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal. If you require this withdrawal form, please call BT Customer Relations on 132 135.
Use this form if you have agreed with your financial adviser to set-up a new advice fee arrangement to have an ongoing advice fee deducted from your BT account. You can also use this form to amend or replace an existing advice fee arrangement on your BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of your application form on or after 14 December 2011.
This form can only be completed for members who have already set-up a monthly ongoing advice fee arrangement with their financial adviser on or after 14 December 2011 by completing an Advice Fee form (or Advice Fee section of their application form). If you have not previously set-up an ongoing advice fee for your BT account in this way, please contact your financial adviser to discuss your arrangement with them. This form can be completed by you, or your financial adviser associated with the monthly ongoing advice fee arrangement that is being cancelled (or a financial adviser authorised under the same AFSL).
Use this form to appoint someone to operate your account.
Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Personal Super on or after 1 July 2007.
Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
Use this form to register for BTOnline (our secure website).
Use this form to change personal or account details such as your address. Better yet, log into BTOnline, update your details online, or call 132 135. If you would like to advise of a change of name, a printed and signed form needs to be provided.
Use this form to nominate a tax file number and avoid penalties.
Roll money invested in your other superannuation funds into your BT superannuation account - use a separate form for each fund. Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.
Your previous fund may request that you provide BT's Letter of Compliance when rolling over. This letter states that your BT superannuation fund complies with applicable law.
Nominate BT Lifetime Super - Employer Plan to receive your Superannuation Guarantee (SG) contributions, by giving this completed form to your employer. This form may be used instead of the 'Superannuation Standard Choice' form.
Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.
Use this form to apply for an increase in Death Only insurance cover on the occurrence of certain "Personal Events" or "Business Events".
Use this form to reduce or opt-out of insurance cover under your superannuation plan.
BT offers consolidation of non-BT super and non-super insurance covers into the member fund.
Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Lifetime Super on or after 1 July 2007.
Use this form to change personal or account details such as your address. Alternatively call customer relations. If you would like to advise of a change of name, a printed and signed form needs to be provided.
Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
Use this form to register for BTOnline (our secure website).
Use this form to nominate a tax file number and avoid penalties.
Roll money invested in your other superannuation funds into your BT superannuation account - use a separate form for each fund.
Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.
Your previous fund may request that you provide BT's Letter of Compliance when rolling over. This letter states that your BT superannuation fund complies with applicable law.
Nominate BT Business Super to receive your Superannuation Guarantee (SG) contributions, by giving this completed form to your employer. This form may be used instead of the 'Superannuation Standard Choice' form.
Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.
Use this form to apply for an increase in Death Only insurance cover on the occurrence of certain "Personal Events" or "Business Events".
Use this form to reduce or opt-out of insurance cover under your superannuation plan.
BT offers consolidation of non-BT super and non-super insurance covers into the member fund.
Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Lifetime Super on or after 1 July 2007.
Use this form if you wish to make voluntary super contributions from your salary. You provide this form to your employer.
Helpful forms that you may need to help manage your employer super account, including New Employee Details forms. We’ve put together all the forms you may need to help you manage your clients’ BT superannuation accounts.
More information about your fund can be found in the Product Disclosure Statements (PDSs) and Financial Services Guides (FSGs).
Here you will find the forms to help you manage your clients with BT.
Find all the product disclosure statements, updates and disclosure notices for BT superannuation and investment products.
We may update the information in Product Disclosure Statements (PDSs) or change a product.
If the change to the information in the Product Disclosure Statement is materially adverse, we will issue a Supplementary Product Disclosure Statement.
We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund. Such information will be included in a disclosure notice. Other product updates such as fund or benchmark changes may also be available.
A Product Disclosure Statement or PDS is a document (or sometimes a group of documents) that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive.
A Financial Services Guide or FSG describes the financial services offered by, and important information about, a financial services licensee.
These are available from the investment options page, there is a separate PDS and product update (where issued) for each fund.
Product Disclosure Statement - PDS (PDF 146 KB)
Financial Services Guide - FSG (PDF 146 KB)
Standard BT Margin Loan Information
In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.
View and download the latest annual reports or financial statements for BT's range of superannuation products.
BT Super for Life (PDF 235 KB)
Financial Year ended June 30 2018.
BT Business Super (PDF 249 KB)
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
BT Lifetime - Personal Super - Flexible Pension (PDF 258 KB)
Financial Year ended June 30 2018.
BT Lifetime Super - Employer Plan (PDF 283 KB)
Financial Year ended June 30 2018.
BT Retirement Selection - Personal Super Plan (PDF 215 KB)
Financial Year ended June 30 2018.
BT Superannuation Investment Fund (PDF 209 KB)
Financial Year ended June 30 2018.
BT Superannuation Savings Fund (PDF 166 KB)
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
Financial Year ended June 30 2018.
Westpac Personal Superannuation Fund (PDF 197 KB)
Financial Year ended June 30 2018.