Helping members find their super, super fast

We recently wrote to members about getting their super sorted, super fast with BT SuperCheck via BT Online.

Rollover super

So if your employees are wondering where all their super is but think it’s too complicated to find out, remind them about SuperCheck. It can help them discover how much super they have and where it is in a matter of seconds. They can then choose to combine it into their BT Super account. It’s that simple.

Before requesting a rollover, members will need to consider where their future employer contributions will be paid and check whether there are any exit or withdrawal fees for moving their benefit, or other loss of benefits, such as insurance cover. They might not receive the same type or level of benefits after the rollover and could lose any insurance entitlements they have in their other fund.

Encourage them to log into BT Online to get started today and we'll search, find and sort their super with SuperCheck.

If you'd like more information, please speak with your BT Relationship Manager, call us on 1300 553 010 or email us at customer.relations@btfinancialgroup.com

Things you should know: 
Recommendations do not take into account any investor’s personal objectives, financial situation or needs and so they should consider its appropriateness having regard to these factors before acting on them.

BT SuperCheck involves a search for superannuation being undertaken by BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (BTFM) as the trustee and issuer of interests in BT Lifetime Super – Employer Plan (LSEP), which is part of Retirement Wrap ABN 39 827 542 991 and Westpac Securities Administration Limited ABN 77 000 049 472, AFSL 233731 (WSAL) as the trustee and issuer of interests in BT Business Super (BTBS), which is part of Westpac MasterTrust – Superannuation Division ABN 81 236 903 448. Before making any decision to acquire, continue to hold or dispose of interests in LSEP or BTBS, investors should read the Product Disclosure Statement and the Additional Information Booklets (together, the PDS) for each product. The PDS for each of LSEP and BTBS is available free of charge at bt.com.au or by calling BT Customer Relations on 132 135. 

BT Funds Management Limited ABN 63 002 916 458, AFSL 233724 (BTFM) is the trustee and issuer of interests in BT Lifetime Super – Employer Plan (LSEP), which is part of Retirement Wrap ABN 39 827 542 991. Westpac Securities Administration Limited ABN 77 000 049 472, AFSL 233731, RSE L0001083 (WSAL) is the trustee and the issuer of interests in BT Business Super (BTBS), which is part of Westpac MasterTrust – Superannuation Division ABN 81 236 903 448. 

BT SuperCheck involves a search for superannuation being undertaken by BTFM as the trustee and issuer of interests in LSEP and WSAL as the trustee and issuer of interests in BTBS. Before making any decision to acquire, continue to hold or dispose of interests in LSEP or BTBS, they should read the Product Disclosure Statement and the Additional Information Booklets (together, the PDS) for the products. The PDS for LSEP and BTBS are available free of charge at bt.com.au or by calling BT Customer Relations on 132 135. 

BTFM and WSAL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). An investment with LSEP or BTBS is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of an investment with LSEP or BTBS. 

Information current as at 18 September 2017.