Documents and downloads

Find all the documents and downloads you need to manage your personal, your employee, or your client’s super. We keep it all in one place to keep things simple.

If you have any questions about your BT Super, contact BT for more information.

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.

Superannuation forms

BT Super for Life

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. Rollover 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. 

BT Super

  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

  1. Life Insurance Application - Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.
  2. 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".
  3. Application to Reduce or Cancel Insurance Cover - Use this form to reduce or opt-out of insurance cover under your superannuation plan.
  4. Individual Insurance Consolidation - BT offers consolidation of non-BT super and non-super insurance covers into the member fund
  5. 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.

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

  1. Back neck pain
  2. Asthma
  3. Joint pain
  4. Mental health
  5. High blood pressure/high cholesterol

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.

BT Lifetime Super - Personal Super Plan

Setting up

  1. Rollover form (PDF 370 KB)
    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. Better yet, consolidate your superannuation funds quickly and easily using BT's Easy Rollover Tool.

  2. Super Choice Form (PDF 157 KB)
    Nominate BT Lifetime - Personal 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.

  3. Switch Request (PDF 405 KB)
    Use this form to switch funds from one investment option to another.

  4. Nomination of Beneficiaries (PDF 143 KB) 
    Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.

  5. BTOnline Registration (PDF 187 KB)
    Use this form to register for BTOnline (our secure website) or call 132 135.

  6. Change of Details Request (PDF 183 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.

  7. Nominate a Tax File Number (PDF 97 KB)
    Use this form to nominate a tax file number and avoid penalties.

  8. Letter of Compliance (PDF 33 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.

Insurance

  1. Individual Insurance Consolidation form (PDF 108 KB)
    BT offers consolidation of non-BT super and non-super insurance covers into the member fund.

  2. Life Stage Insurance Application (PDF 271 KB)
    Use this form to increase your level of Death only or Death and TPD cover when certain 'personal events' or 'business events' occur.

  3. Application to Reduce or Opt-out of Insurance cover (PDF 144 KB)
    Use this form to reduce or opt-out of insurance cover under your superannuation plan.

  4. Insurance Amendment (PDF 180 KB)
    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.

  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)

Transactions

  1. Additional Contributions and Direct Debit Request Form (PDF 170 KB)
    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.

  2. Switch Request (PDF 120 KB)

    Use this form to switch funds from one investment option to another.
     

  3. Contribution Splitting (PDF 172 KB)

    Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
     

  4. Eligibility to Contribute (PDF 589 KB)

    Use this form to confirm that you are eligible to make superannuation contributions into your account.
     

  5. 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.
     

  6. Advice Fee form (PDF 142 KB)

    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.
     

  7. Advice Fee Cancellation (PDF 187 KB)

    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).
     

  8. Appoint an Authorised Representative (PDF 179 KB)

    Use this form to appoint someone to operate your account.

Tax

  1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 167KB)

    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.

BT Classic Lifetime Super - Personal Super Plan

Setting up

  1. Change of Details Request (PDF 183 KB)
    Use this form to change personal or account details such as your address. Better yet, log into BTOnlineupdate 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.

  2. Nomination of Beneficiaries (PDF 686 KB)
    Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.

  3. BT Online Registration (PDF 187 KB)
    Use this form to register for BTOnline (our secure website) or call 132 135.

  4. Nominate a Tax File Number (PDF 97 KB)
    Use this form to nominate a tax file number and avoid penalties.

  5. Letter of Compliance (PDF 32 KB)

    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.

Transactions

  1. Rollover (Request to Transfer) (PDF 262 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.
     

  2. Super Choice (PDF 137 KB)

    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.
     

  3. Additional Contributions and Direct Debit Request (PDF 245 KB)

    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.

  4. Switch Request (PDF 60 KB)

    Use this form to switch between Investment Options within the Plan and change income payment details, or call BT Customer Relations on 132 135.
     

  5. Contribution Splitting (PDF 172 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 (PDF 589 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. Advice Fee (PDF 142 KB)

    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.
     

  9. Advice Fee Cancellation (PDF 187 KB)

    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).
     

  10. Appoint an Authorised Representative (PDF 179 KB)

    Use this form to appoint someone to operate your account.

Insurance

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

Tax

  1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 198 KB)

    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.

BT Retirement Selection - Personal Super Plan

Setting up

  1. Change of Details Request (PDF 183 KB)

    Use this form to change personal or account details such as your address. Better yet, log into BTOnlineupdate 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.
     

  2. Nomination of Beneficiaries (PDF 143 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 187 KB)

    Use this form to register for BTOnline (our secure website) or call 132 135.
     

  4. Nominate a Tax File Number (PDF 97 KB)

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

  5. Letter of Compliance (PDF 27 KB)

    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.

Insurance

  1. Insurance Amendment (PDF 179 KB)

    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.
     

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

Transactions

  1. Rollover (Request to Transfer) (PDF 258 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.
     

  2. Super Choice (PDF 116 KB)

    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.
     

  3. Additional Contributions and Direct Debit Request (PDF 247 KB)

    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.

  4. Switch Request (PDF 363 KB)

    Use this form to switch between Investment Options within the Plan and change income payment details, or call BT Customer Relations on 132 135.
     

  5. Contribution Splitting (PDF 172 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 (PDF 589 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. Advice Fee (PDF 142 KB)

    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.
     

  9. Advice Fee Cancellation (PDF 187 KB)

    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). 
     

  10. Appoint an Authorised Representative (PDF 179 KB)

    Use this form to appoint someone to operate your account.

Tax

  1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 198 KB)

    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.

BT Superannuation Investment Fund

  • 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 167 KB) 
    Use this form to change personal or account details such as your address. Better yet, log into BTOnlineupdate 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.

  2. Nomination of Beneficiaries (PDF 164 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 187 KB) 
    Use this form to register for BTOnline (our secure website) or call 132 135.

  4. Nominate a Tax File Number (PDF 97 KB) 
    Use this form to nominate a tax file number and avoid penalties.

  5. Letter of Compliance (PDF 29 KB) 
    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.

Transactions

  1. Rollover (Request to Transfer) (PDF 262 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.

  2. Super Choice (PDF 126 KB) 
    To nominate the BT Superannuation Investment Fund 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.

  3. Additional Contributions and Direct Debit Request (PDF 157 KB) 
    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.

  4. Alteration Direct Debit Request (PDF 101 KB) 
    Use this form to change bank details for your direct debit arrangement.

  5. Contribution Splitting (PDF 172 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 (PDF 589 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. Advice Fee (PDF 139 KB) 
    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.

  9. Advice Fee Cancellation (PDF 187 KB) 
    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).

  10. Appoint an Authorised Representative (PDF 179 KB) 
    Use this form to appoint someone to operate your account.

Tax

  1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 198 KB) 
    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.

BT Superannuation Savings Fund

  • 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 167 KB)

    Use this form to change personal or account details such as your address.
    Better yet, log into BTOnlineupdate 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.
     

  2. Nomination of Beneficiaries (PDF 164 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 187 KB)

    Use this form to register for BTOnline (our secure website) or call 132 135.
     

  4. Nominate a Tax File Number (PDF 97 KB)

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

  5. Letter of Compliance (PDF 31 KB)

    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.

Transactions

  1. Rollover (Request to Transfer) (PDF 262 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.
     

  2. Super Choice (PDF 136 KB)

    To nominate the BT Superannuation Savings Fund 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.
     

  3. Additional Contributions and Direct Debit Request (PDF 169 KB)

    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.
     

  4. Alteration Direct Debit Request Form (PDF 101 KB)

    Use this form to change bank details for your direct debit arrangement.
     

  5. Contribution Splitting (PDF 172 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 (PDF 589 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. Appoint an Authorised Representative (PDF 179 KB)

    Use this form to appoint someone to operate your account.

Tax

  1. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 198 KB)

    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.

BT Lifetime Super - Employer Plan

  • 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 BTOnlineupdate 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. Spouse Application  (PDF 155KB)
    Your spouse can also join BT Lifetime Super – Employer Plan and enjoy all its features and benefits by completing a spouse application form.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. Eligibility to Contribute - Declaration form (PDF 121 KB)
    Use this form to confirm that you are eligible to make superannuation contributions into your account.

  8. 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.

  9. 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.

  10. Member Advice Fee Cancellation (PDF 167 KB)
    Use this form to cancel the ongoing Member Advice fee payable to your financial adviser.

  11. Appoint an Authorised Representative (PDF 179 KB)
    Use this form to appoint someone to operate your account.

  12. 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.

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.

BT Business Super

  • 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

Additional superannuation forms

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.

See more superannuation forms

More information about your fund can be found in the Product Disclosure Statements (PDSs) and Financial Services Guides (FSGs).

Forms for advisers

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.
  • Member Advice Fee set up – Personal Super (PDF 142 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.

Product Disclosure Statements

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.

     

What is a Product Disclosure Statement?

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.

Managed funds

BT Investment Funds (includes BT Cash Management Trust)

BT Classic Investment Funds

BT Global Share Fund

BT Premium Cash Fund

BT Investor Choice Funds (includes Westpac Cash Management Trust)

BT Balanced Deeming Fund

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.

Financial Services Guide

Margin lending

BT Margin Loan

BT Securities Limited

BT Margin Lending Facility Agreement

Standard BT Margin Loan Information

Wrap

BT Portfolio Services Ltd

Insurance

BT Protection Plans

BT Reserve Reference Document

Other disclosure documents

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

Annual reports

View and download the latest annual reports or financial statements for BT's range of superannuation products.

For more information on our documents and downloads, contact us and speak to one of our BT Super Specialists