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

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.

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. 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.  

  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.

  4. Add Personal Adviser (PDF 450 KB)
    Use this form to add a new personal adviser to your BT Super for Life account.

Transactions

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

  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.

     

Withdrawing funds

  1. Withdrawal on Compassionate Grounds - use this form if you wish to withdraw money from your BT Super for Life account on compassionate grounds - you must apply through the Department of Human Services.

  2. Financial Hardship claim - use this form if you are seeking an early release of your superannuation benefits on the grounds of severe financial hardship.

  3. Withdrawal request - use this form to withdraw part or all of your investment in BT Super for Life.

  4. Rollover to SMSF – use this form to request to transfer whole or partial balance of superannuation benefits to your self managed super fund (SMSF)

  5. Customer Identification and Verification form – Individuals and Sole Traders – use this form if requested to provide customer identification under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006.

Insurance

  1. Customised Insurance – Short Application Form – use this form for BT Super for Life Customised Insurance for applicants up to age 54 (for Death, Total and Permanent Disablement and Salary Continuance Insurance cover) or Salary Continuance Insurance cover of less than $7,500 per month

  2. Customised Insurance – Application Form – use this form for BT Super for Life Customised Insurance for applicants over age 54 (for Death, Total and Permanent Disablement and Salary Continuance Insurance cover) or Salary Continuance Insurance cover of more than $7,500 per month

  3. Customised Insurance – Takeover Terms Application -  this form can be used when a takeover of non BT Super for Life Customised cover to the BT Super for Life Customised cover is to occur.

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

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.
  3. Add Personal Adviser - Use this form to add a new personal adviser to your BT Super account.

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. Member Advice Fee - Use this form if you wish to have a Member Advice fee deducted from your account.
  4. 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.
Lifetime Insurance
Members who have joined BT Super who were formally a member of BT Lifetime Super - Personal Plan, BT Retirement Selection - Personal Plan, BT Classic Lifetime - Personal Plan or BT Superannuation Investment Fund
  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.
Shared Insurance Forms
  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.

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.

Withdraw funds

  1. Withdrawal on Compassionate Grounds - use this form if you wish to withdraw money from your BT Super account on compassionate grounds - you must apply through the Department of Human Services.

  2. Financial Hardship claim - use this form if you are seeking an early release of your superannuation benefits on the grounds of severe financial hardship.

  3. Withdrawal request - use this form to withdraw part or all of your investment in BT Super.

  4. Rollover to SMSF use this form to request to transfer whole or partial balance of superannuation benefits to your self managed super fund (SMSF)

  5. Customer Identification and Verification form – Individuals and Sole Traders – use this form if requested to provide customer identification under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006.

Employer and adviser 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.

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.

Forms for employers

Here you will find the forms to help you manage your employer super account.

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. 
  • 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.

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 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.

     

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 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