Documents and downloads

Setting up

1. Super Choice form (PDF 154 KB)
   Request your employer to make contributions to your BT Super for Life account. Complete this form and hand it to your employer or payroll manager.
   
   
2. Request to transfer form (PDF 302 KB) 
   Complete this form if you wish to rollover your existing super funds into your BT Super for Life account. Simply complete the details of your existing super fund/s. You will need a new form for each fund you wish to rollover. After completing the form, attach a copy of certified ID. You can certify your ID at your local Westpac branch, Australia Post outlet or Police Station. Make sure you have a separate copy of certified ID for each form you complete. Then send the form/s and your certified ID to your existing super funds. Alternatively, use SuperCheck to search and combine your super in seconds into your BT Super for Life account. Go to SuperCheck to get started. 
   
   
3. BT Super for Life Compliance Letter (PDF 51 KB)
   Provide this letter as evidence of BT Super For Life being a complying superannuation fund when requesting to rollover your existing super funds into your BT Super For Life account. 

1. Rollover form - Use this form to con­sol­i­date your cur­rent su­per funds into your BT su­per ac­count. Note you will need one form for each su­per fund you're rolling over from.
2. Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form.
3. Letter of Compliance - 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.

Setting up

1. Nomination of Beneficiaries -Use this form to nominate who you would like to receive your superannuation benefits in the event of your death. You can also make a nomination via our online portal
2. Change of Details Request - Use this form to change personal or account details such as your address. If you would like to advise of a change of name, gender or date of birth a printed and signed form needs to be provided.

Transactions

1. Investment Choice form - Use this form to switch funds from one investment option to another, or if you would like to choose the investment options where your future contributions and rollovers are to be invested. You can also make a change via our online portal.
2. Contribution Splitting - Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
3. Withdrawal Request - 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.
4. Member Advice Fee - Use this form if you wish to have a Member Advice fee deducted from your account.
5. Appoint an Authorised Representative - Use this form to appoint someone to operate your account.

Insurance

Employee Insurance
Members who have joined BT Super through an Employer Plan

1. BT Super - Employee Insurance - Life Insurance Application - Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.
2. Insurance Opt-up Application - You can use this form if you are under age 70 with Essential Cover, or under age 35 with Tailored Death Cover, and you want to increase your insurance cover without providing medical evidence.

1. BT Super - Lifetime Insurance - Life Insurance Application - Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.

1. Life Stage Insurance Application - Use this form to apply for an increase in Death Only insurance cover on the occurrence of certain "Personal Events" or "Business Events".
2. Application to Reduce or Cancel Insurance Cover - Use this form to reduce or opt-out of insurance cover under your superannuation plan.
3. Individual Insurance Consolidation - BT offers consolidation of non-BT super and non-super insurance covers into the member fund
4. Questionnaires - Use these forms if you have been asked by the Insurer to complete.

• Back neck pain (PDF 211 KB)
• Asthma (PDF 209 KB)
• Joint pain (PDF 227 KB)
• Mental health (PDF 191 KB)
• High blood pressure/high cholesterol (PDF 216 KB)
• Diabetes (PDF 173 KB)
• Occupation (PDF 145 KB)

Tax

1. Personal Tax Deduction Notice - Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Super on or after 1 July 2007.

• Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
• Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

Setting up

1. Nomination of Beneficiaries (PDF 262 KB)

   Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
    

2. BTOnline Registration (PDF 158 KB)

   Use this form to register for BTOnline (our secure website).
    

3. Change of Details Request (PDF 286 KB)

   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.
    

4. Nominate a Tax File Number (PDF 147 KB)

   Use this form to nominate a tax file number and avoid penalties.
    

5. Rollover (Request to Transfer) (PDF 112 KB)

   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.
    

6. Letter of Compliance (PDF 47 KB)

   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.
    

7. Super Choice Fund (PDF 157 KB)

   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.

Transactions

1. Personal, Spouse and Third Party Employer Contributions (PDF 125 KB)
   Use this form each time an employer contribution is made for a spouse or retained member account, and for all other types of contributions after the initial contribution.
   
   
2. Direct Personal Member and Spouse application  (PDF 179 KB)
   Use this application form if you are a spouse of an existing member and want to join the existing members employer sponsored plan within BT Lifetime Super – Employer Plan, or if you are a personal investor who wants establish an individual account with BT Lifetime Super – Employer Plan directly.
   
   
3. Business Partner and Sole Trader Application (PDF 149 KB)
   Use this application form if you want to add a Business Partner and Sole Trader to an existing plan within the BT Lifetime Super – Employer Plan.
   
   
4. Investment Choice/Switch Request (PDF 152 KB)
   Use this form to switch funds from one investment option to another or if you would like to specify the investment options where your future contributions and rollovers are to be invested. Unless you advise BT that you would like to specify your investment strategy, your investments will be placed in the default investment option selected by your employer. Alternatively, log into BTOnline or call BT Customer Relations on 132 135.
   
   
5. Contribution Splitting (PDF 146 KB)
   Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
   
   
6. Eligibility to Contribute - Declaration form (PDF 121 KB)
   Use this form to confirm that you are eligible to make superannuation contributions into your account.
   
   
7. Withdrawal Request
   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.
   
   
8. Member Advice Fee (PDF 71 KB)
   Use this form if you wish to have a Member Advice fee deducted from your account or to amend an existing Member Advice fee arrangement.
   
   
9. Member Advice Fee Cancellation (PDF 167 KB)
   Use this form to cancel the ongoing Member Advice fee payable to your financial adviser.
   
   
10. Appoint an Authorised Representative (PDF 179 KB)
    Use this form to appoint someone to operate your account.
    
    
11. eStatement Opt-Out (PDF 68KB)
    If you have read your Annual Statement and wish to opt-out of eStatements from July 2017, please complete and submit this form.

Insurance

1. Life Insurance Application (PDF 229 KB)

   Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan. 
    

2. Life Stage Insurance Application (PDF 320 KB)

   Use this form to apply for an increase in Death Only insurance cover on the occurrence of certain "Personal Events" or "Business Events".
    

3. Application to Reduce or Cancel Insurance Cover (PDF 225 KB)

   Use this form to reduce or opt-out of insurance cover under your superannuation plan.
    

4. Individual Insurance Consolidation (PDF 66 KB)

   BT offers consolidation of non-BT super and non-super insurance covers into the member fund.
    

5. Questionnaires - use these forms if you have been asked by the Insurer to complete.

• Back neck pain (PDF 211 KB)
• Asthma (PDF 209 KB)
• Joint pain (PDF 227 KB)
• Mental health (PDF 191 KB)
• High blood pressure/high cholesterol (PDF 216 KB)
• Diabetes (PDF 173 KB)
• Occupation (PDF 145 KB)
  

Tax

1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 245 KB)

   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.

• Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.
• Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

Setting up

1. Change of Details Request (PDF 285 KB)

   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.
    

2. Nomination of Beneficiaries (PDF 553 KB)

   Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
    

3. BTOnline Registration (PDF 158 KB)

   Use this form to register for BTOnline (our secure website).
    

4. Nominate a Tax File Number (PDF 163 KB)

   Use this form to nominate a tax file number and avoid penalties.
    

5. Request to Transfer Form (PDF 82 KB)

   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.
    

6. Letter of Compliance (PDF 46 KB)

   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.
    

7. Super Choice Form (PDF 157 KB)

   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.

Transactions

1. Personal, Spouse and Third Party Employer Contributions Form (PDF 127 KB)
   Use this form each time an employer contribution is made for a spouse or retained member account, and for all other types of contributions after the initial contribution.
   
   
2. Spouse application form (PDF 124 KB)
   Use this application form if you are a spouse of an existing member and want to join the existing members employer sponsored plan within BT Business Super, or if you are a personal investor who wants establish an individual account with BT Lifetime Super – Employer Plan directly.
   
   
3. Business Partner and Sole Trader application form(PDF 144 KB)
   Use this application form if you want to add a Business Partner and Sole Trader to an existing plan within BT Business Super.
   
   
4. Investment Choice/Switch Request (PDF 1022 KB)
   Use this form to switch funds from one investment option to another or if you would like to specify the investment options where your future contributions and rollovers are to be invested. Unless you advise BT that you would like to specify your investment strategy, your investments will be placed in the default investment option selected by your employer. Alternatively, log into BTOnline or call BT Customer Relations on 132 135.
   
   
5. Contribution Splitting (PDF 147 KB)
   Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
   
   
6. Eligibility to Contribute - Declaration form (PDF 121 KB)
   Use this form to confirm that you are eligible to make superannuation contributions into your account.
   
   
7. Withdrawal Request
   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.
   
   
8. Member Advice Fee form (PDF 75 KB)
   Use this form if you wish to have a Member Advice fee deducted from your account or to amend an existing Member Advice fee arrangement.
   
   
9. Member Advice Fee Cancellation form (PDF 169 KB)
   Use this form to cancel the ongoing Member Advice fee payable to your financial adviser.
   
   
10. eStatement Opt-out form (PDF 68KB)
    If you have read your Annual Statement and wish to opt-out of eStatements from July 2017, please complete and submit this form.

Insurance

1. Life Insurance Application (PDF 229 KB)

   Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.
    

2. Life Stage Insurance Application (PDF 294KB)

   Use this form to apply for an increase in Death Only insurance cover on the occurrence of certain "Personal Events" or "Business Events".
    

3. Application to Reduce or Cancel Insurance Cover (PDF 229 KB)

   Use this form to reduce or opt-out of insurance cover under your superannuation plan.
    

4. Individual Insurance Consolidation form (PDF 66 KB)

   BT offers consolidation of non-BT super and non-super insurance covers into the member fund. 
    

5. Questionnaires - use these forms if you have been asked by the Insurer to complete.

• Back neck pain (PDF 211 KB)
• Asthma (PDF 209 KB)
• Joint pain (PDF 227 KB)
• Mental health (PDF 191 KB)
• High blood pressure/high cholesterol (PDF 216 KB)
• Diabetes (PDF 173 KB)
• Occupation (PDF 145 KB)
  

Tax

1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 232 KB)

   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.
    

2. Payroll Deduction Authority (PDF 109 KB)

   Use this form if you wish to make voluntary super contributions from your salary. You provide this form to your employer.

• BT Super Employer Change of Details Form
  
• Super Choice Form: BT Super
• Super Choice Form: BT Lifetime Super - Employer Plan 
• Super Choice Form: BT Business Super 
• QuickSuper Additional Pay Centre Application

Here you will find the forms to help you manage your clients with BT.

• BT's Advice Commitment (PDF 48 KB)
• Adviser Registration and Change of Details Forms (PDF 309 KB)
  Use this form to set up a New Adviser for BT Retail/Corporate Super or Margin Lending products or for changes to details of an existing Adviser.
• Dealer Group Registration and Change of Details Form (PDF 303 KB)
  Use this form to set up a New Dealer Group (Head Agent) for BT Retail/Corporate Super or Margin Lending products or to change details of an existing Dealer Group.
• Change of Dealer Group Form (PDF 283 KB)
  Use this form to transfer a BT Retail/Corporate Super or Margin Lending Advisers between Dealer Groups.
• Single Investor Transfer Form (PDF 263 KB)
  Use this form to transfer a single investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
• Bulk Investor Transfer Form (PDF 274 KB)
  Use this form to transfer a multiple investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
• BT Adviser Exchange Access Request Form (PDF 174 KB)
  Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products.
• Set up an Advice Fee Arrangement (PDF 135 KB)
  Use this form for if you have agreed with your client to set-up a new advice fee arrangement to have a one-off and/or ongoing advice fee deducted from their BT account. You can also use this form to amend or replace an existing advice fee arrangement on their BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of their application form on or after 1 July 2013. This form must be completed and signed by you and your client. This form applies to clients in BT Classic Investment Funds, BT Investor Choice Funds, BT Investment Funds, BT Global Share Fund and BT Balanced Deeming Fund.
• Member Advice Fee – BT Super (PDF) - Use this form if you wish to have a Member Advice fee deducted from your account. 
• Member Advice Fee set up – BT Business Super (PDF 75 KB)
  Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
• Member Advice Fee set up – BT Lifetime Super – Employer Plan (PDF 71 KB)
  Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
• Cancel an Advice Fee Arrangement (PDF 74 KB)
  Use the form to cancel a monthly ongoing advice fee arrangement set up on or after 1 July 2013 by using the Advice Fee form (or Advice Fee section of your client's application form). This form can be completed by you (or a financial adviser authorised under the same AFSL), or your client associated with the monthly ongoing advice fee arrangement that is being cancelled. This form applies to clients in BT Classic Investment Funds, BT Investor Choice Funds, BT Investment Funds, BT Global Share Fund and BT Balanced Deeming Fund.
• Member Advice Fee Cancellation – BT Business Super (PDF 169 KB)
  Use this form to cancel the Member Advice fee payable to your financial planner.
• Member Advice Fee Cancellation – BT Lifetime Super – Employer Plan (PDF 167 KB)
  Use this form to cancel the Member Advice fee payable to your financial planner.

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.

BT Investment Funds (includes BT Cash Management Trust)

• Product Disclosure Statement - PDS (PDF 2.1 MB)
• Product updates

BT Classic Investment Funds

• Product Disclosure Statement - PDS (PDF 872 KB)
• Product updates
  

BT Global Share Fund

• Product update

BT Premium Cash Fund

• Product Disclosure Statement (PDF 1.6 MB)
• Additional Information Brochure (PDF 1.7 MB)
• Product Disclosure Statement & Additional Information Brochure (PDF 2.9 MB) 
• Application form (PDF 179 KB)

BT Investor Choice Funds (includes Westpac Cash Management Trust)

• Product Disclosure Statement - PDS (PDF 1.8 MB)
• Product updates
  

BT Multi-manager & Partner Funds

These are available from the investment options page, there is a separate PDS and product update (where issued) for each fund.

• Product updates
  

Financial Services Guide

• Product Disclosure Statement - PDS (PDF 146 KB)

BT Super for Life

• Product Disclosure Statement - PDS (PDF 772 KB)
• Additional Information Brochure - AIB (PDF 711 KB)
• Product Updates

Financial Services Guide

• Financial Services Guide - FSG (PDF 146 KB)

BT Super

• Product Disclosure statement (PDF)
• Super Guide (PDF)
• Investment Guide (PDF)
• Insurance Guide (PDF)
• Financial services Guide (PDF)
• Insurance Occupation Guide (PDF)
• Product Updates

BT Lifetime Super - Employer Plan

• Product Disclosure Statement - PDS (PDF)
• Additional Information Brochure - AIB Part 1 (PDF) 
• Additional Information Brochure - AIB Part 2 (PDF) 
• Additional Information Brochure - AIB Part 3 (PDF)
• Employer Brochure (PDF)
• Product Updates
• Financial Services Guide - FSG (PDF)
• Insurance Occupation Guide (PDF)

BT Business Super

• Product Disclosure Statement - PDS (PDF)
• Additional Information Brochure - AIB Part 1 (PDF)
• Additional Information Brochure - AIB Part 2 (PDF)
• Additional Information Brochure - AIB Part 3 (PDF)
• Product Updates
• Financial Services Guide - FSG (PDF)
• Insurance Occupation Guide (PDF)

BT Margin Loan

• Product Disclosure Statement - PDS (PDF)
  

BT Securities Limited

• Financial Services Guide - FSG (PDF)
  

BT Margin Lending Facility Agreement

• Product Disclosure Statement - PDS (PDF)
  

Standard BT Margin Loan Information

BT Portfolio Services Ltd

• Financial Services Guide - FSG (PDF)
• Product updates

BT Protection Plans

• Product Disclosure Statement - PDS (PDF)
• Product updates
  

BT Reserve Reference Document

• Product Disclosure Statement - PDS (PDF)

In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.