Apply for BT Super for Life

Mobile Number

Email Address

Confirm Email Address

Title

First Name

Surname

Gender

Date of birth

Where do you live?

Address

Suburb

State

Postcode

Mailing Address

Is your mailing address the same as the address above?

Yes No

Please enter your mailing address or Post Office box details

Address or PO Box details

Suburb

State

Postcode

Your TFN is required to open a BT Super for Life Savings account.
Before providing your TFN, please read this important information.

Don't know your TFN? Call the Australian Taxation Office (ATO) on 13 28 61.

Tax File Number
- -

Let us help find your super

If you've ever changed your name, address or job, you may have multiple super accounts or have lost track of some of your super.

Would you like help finding your super?

Yes No

By selecting yes, I consent to BT Super for Life using my tax file number (TFN) to search Australian Tax Office (ATO) records to locate super amounts held on my behalf by other super funds or by the ATO, now and in the future. If search results include super amounts held on my behalf by the ATO, I also consent to BT Super for Life requesting the ATO to transfer those amounts into my BT Super for Life account and using and disclosing my TFN for that purpose. I understand that BT Super for Life will continue to do regular searches for me every six months. If at any time I do not wish BT Super for Life to continue these searches, I can change this online.

We can assist you with directing your employer contributions into your BT Super for Life account.

Yes, I want BT to assist with my employer contributions being put into this BT Super for Life account.

I confirm I have read and understood the terms and conditions and that BT will attempt to contact my employer and notify them on my behalf that I have nominated BT Super for Life as my new chosen fund from the date of the notification.

Please enter your employer's details

Company/Business name

Employer Contact email address (if known)

Employer Contact name (if known)

Employer Contact phone (if known)

Employer ABN (if known)

Employer Suburb (if known)

If we are unable to contact your employer using the above details we will send you a Super choice form to provide your employer.

We can invest your super for you, based on your age and automatically adjust it to be more conservative as you get older. Or, you can choose your own investment mix.

Option 1 - Let us invest your super for you based on your age. (But don't worry, you can change your investment mix at any stage)
Option 2 - Choose your own investment mix

Option 1 - Let us invest your super based on your age

A Lifestage Fund is a well-diversified portfolio of assets designed and managed according to your age. Over time the fund will gradually shift to a more conservative asset mix. It generally does this by decreasing its allocation to growth assets and increasing its allocation to conservative assets.

Your lifestage fund is BT Super for Life - 1960s
Retirement is still in the distance but approaching. It's time to hold a more balanced mix of growth and conservative assets.

Option 2 - Choose your own investment mix from these BT Super for life funds

Just enter the percentage of your investment you wish to allocate against the following funds. You can change your selection later via Online Banking.

Fund	Allocation
BT Super for Life - Lifestages Fund The default fund for your life stage. View fund fact sheet	%
BT Super for Life - Super Cash For conservative account holders who want very low levels of risk and to preserve their capital. View fund fact sheet	%
BT Super for Life - Conservative Fund For conservative account holders who want low levels of risk and some growth to protect capital against inflation. View fund fact sheet	%
BT Super for Life - Moderate Fund For account holders who are comfortable with a reasonably aggressive approach to investing with a moderately high level of risk and potential return. View fund fact sheet	%
BT Super for Life - Growth Fund For account holders who are comfortable with a very aggressive approach to investing with a higher risk and higher potential return. View fund fact sheet	%
Total	%

(Total must equal 100%)

Insurance options will be displayed after entering your personal details.

Your super does not include insurance

Insurance is not available to you based on your age.

Your super comes with standard insurance

You can change or cancel your cover online, or by calling 1300 653 553.

Cover for a is:

Types of insurance

Choose your level of cover and monthly premium:

: per month
: per month
: per month

Disclaimer

Monthly premiums are calculated at time of application and subject to change. Monthly premiums are re-calculated 1 July each year
No paperwork or medical examination required
Insurance premium payments made from your super balance, so you don't have any out of pocket expenses
There are certain events you are not covered for and you should understand that pre-existing conditions are excluded from cover
Your insurance cover starts when there is a balance in your BT Super for Life account
The level of cover and premiums adjust automatically, based on your age.
If you become eligible to receive an insurance benefit this will generally be paid into your BT Super for Life account and the Trustee will pay the benefit to you provided you meet the conditions for release under the relevant trust deed and Australian legislation
To access insurance benefits payable under your cover, you will be required to meet a condition of release under super law
For more information, see the BT Super for Life Product Disclosure Statement (PDF 830kb).

Please read the below important information about your BT Super for Life account to proceed.

I confirm that I have read and accept the terms and conditions.

I confirm that I have read and I understand the BT Super for Life Product Disclosure Statement (PDF 830kb) and the Financial Services Guide for BT Funds Management Limited (PDF 300kb).

I confirm that I am the person named in this application.

Confirm approval (office use only):

Open an account: BT Super for Life - Savings