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.
Please note that the trustee of BT Super and BT Super for Life (including Westpac Group Plan) has appointed AIA Australia Limited (AIA) as the new group life insurer, effective 1 July 2020. For additional information please visit our insurance page.
Setting up
Transactions
Withdrawing funds
Insurance
Setting up
Transactions
Insurance
Employee Insurance
Members who have joined BT Super through an Employer Plan
Tax
Withdraw funds
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).
Please note that the trustee of BT Super and BT Super for Life (including Westpac Group Plan) has appointed AIA Australia Limited (AIA) as the new group life insurer, effective 1 July 2020. For additional information please visit our insurance page.
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 and notify you as required by law.
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 and BT Super (PDF 235 KB)
Financial Year ended June 30 2019.
BT Business Super (PDF 249 KB)
Financial Year ended June 30 2019.
BT Lifetime Super - Employer Plan (PDF 283 KB)
Financial Year ended June 30 2019.
Financial Year ended June 30 2019.
Financial Year ended June 30 2019.
Financial Year ended June 30 2019.
Financial Year ended June 30 2019.
BT Panorama Super and BT Super Invest (PDF 480KB)
Financial Year ended June 30 2019
BT SuperWrap (PDF 145KB)
Financial Year ended June 30 2019
Financial Year ended June 30 2019.
Westpac Personal Superannuation Fund (PDF 197 KB)
Financial Year ended June 30 2019.