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
- -

Would you like help finding your super?

Yes No

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 not yet known
.

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
Lifestages Fund The default fund for your life stage.	Fund factsheet	%
APN AREIT	Fund factsheet	%
Active Australian Shares	Fund factsheet	%
Active Balanced	Fund factsheet	%
Active Defensive	Fund factsheet	%
Active Global Fixed Interest	Fund factsheet	%
Active Global Property	Fund factsheet	%
Active Growth	Fund factsheet	%
Active High Growth	Fund factsheet	%
Active International Shares	Fund factsheet	%
Active Moderate	Fund factsheet	%
Antipodes Global	Fund factsheet	%
Cash	Fund factsheet	%
Fidelity Australian Shares	Fund factsheet	%
Franklin Templeton Multisector Bonds	Fund factsheet	%
Index Australian Fixed Interest	Fund factsheet	%
Index Australian Shares	Fund factsheet	%
Index Balanced	Fund factsheet	%
Index Defensive	Fund factsheet	%
Index Growth	Fund factsheet	%
Index High Growth	Fund factsheet	%
Index International Fixed Interest	Fund factsheet	%
Index International Shares	Fund factsheet	%
Index Moderate	Fund factsheet	%
Index Property Securities	Fund factsheet	%
Magellan Global Shares	Fund factsheet	%
Nikko AM Value Australian Shares	Fund factsheet	%
PIMCO International Bonds	Fund factsheet	%
Pendal Australian Bonds	Fund factsheet	%
Pendal Australian Property Securities	Fund factsheet	%
Pendal Core Australian Shares	Fund factsheet	%
Pendal Global Property Securities	Fund factsheet	%
Pendal Growth Shares	Fund factsheet	%
Pendal Sustainable Balanced	Fund factsheet	%
Pendal Sustainable Conservative	Fund factsheet	%
Pendal Technology	Fund factsheet	%
RARE Infrastructure Value (Unhedged)	Fund factsheet	%
T. Rowe Price Global Shares	Fund factsheet	%
UBS Australian Bonds	Fund factsheet	%
Total		%

(Total must equal 100%)

Insurance options will be displayed after entering your personal details.

If you see this message then insurance premiums have not been correctly calculated. Please ensure you have entered your date of birth and gender in section 1 above to proceed. The form will not submit a valid application without this information. If you see this message after entering this information your browser is not compatible with this form, please try another browser or device.

Your super does not include insurance

Insurance is not available to you based on your age.

You will automatically receive insurance cover with your account without the need to complete medical checks, and are pre-approved for the amount and type of cover below.

Cover for a is:

Types of insurance:

Monthly premium:

This estimate is correct as at today's date, but may change in the future when your cover commences.

When does my cover start?

Your cover will start when your balance reaches $6,000 for the first time and you have turned 25.

You also have the option to opt-in to have your Standard cover commence as soon as your account is funded by completing the Insurance Opt-In Nomination form, which will be sent to you as part of your Welcome Pack. You will need to return this form to us within 30 days from the date of your Welcome Pack to opt-in.

Exclusions from your cover

Your cover is subject to certain exclusions and pre-existing conditions. If you do not understand these exclusions, please call us on 1300 653 553 between 8.00am and 6.30pm (Sydney time) Monday to Friday before continuing this application.

I understand that if I have a pre-existing condition I may not be able to claim on BT Super for Life insurance cover.

Once your account is open you have the option of cancelling your cover by calling 1300 653 553.

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
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.

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 and the Financial Services Guide for BT Funds Management Limited.

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

I have read and understood BT's EU-data-protection-policy.

Confirm approval (office use only):

Open an account: BT Super for Life - Savings