Superannuation Easy Rollover Tool

This tool makes it simple for you to roll over your other super funds into your existing BT superannuation account.

No ID or paper forms required.
Submit your request online and we will contact your other super fund(s) to arrange your rollover(s).

Please note - this tool:

is for whole of balance (not partial) rollovers.
cannot be used to rollover from a self managed super fund (SMSF).
you can do all of your funds in one go, rather than filling in the form several times - just click the add another fund link as you go.

You should consider speaking to a financial adviser before consolidating your super.

What you need to get started

Your BT superannuation member/investor number.
The name(s) of your other super fund(s) and the corresponding member or account number(s).
Your Tax File Number (TFN) is optional but providing it will help us arrange the rollover with your other super fund(s). If you don't provide your TFN it is likely you may be asked for certified ID, which will delay account funding.

Using this tool

Should take 5 - 10 minutes to complete, depending upon the number of super funds you wish to roll over.
All fields need to be completed unless marked 'optional'.
Click each section to enter the details.
If you need help, call BT on 1800 022 555 (Monday - Friday between 8am - 6.30pm AEST).

Title

First name

Middle name

(if applicable)

Surname

Gender

Female Male Intersex or Transgender

Date of birth

Preferred phone number

Number type

Email address

We'll email you to confirm your rollover request has been submitted.

Residential Address

Suburb

State

Postcode

Previous residential address
Does your other super fund know you by another residential address?

Yes No

Suburb

State

Postcode

Tax File Number (TFN)

optional - but please note providing your TFN will help identify you with your other super fund(s). If you don't provide your TFN, your other fund(s) may ask for certified ID.

- -

You are not obliged to provide your tax file number but if you don't you may pay more tax on your super. Before providing your TFN please read this important information.

Which BT superannuation account do you want to combine your super into?

Your full BT account member/investor number

If you do not know your member/investor number, please call us on 132 135

Which fund(s) do you want to rollover into your BT super account?

Remember: The whole balance of your other super fund(s) will be rolled over and the account(s) will be closed.

Important considerations when combining your super:

There is no charge for accepting any rollovers, however before requesting the rollover, you should consider where your future employer contributions will be paid (if your employer contributions are currently being paid to another fund).
You should check with your other fund(s) to determine whether there are any exit or withdrawal fees for rolling over your benefit, or other loss of benefits.
By rolling your funds into your BT super account you may not receive the same type or level of benefits.
It is important to consider the impact of consolidating your super, this includes the differences between your super products, including fees, historical performance and any other benefits unique to each fund.

Insurance considerations when combining your super:

You may have certain benefits, terms or conditions within your other insurance policies that may not apply with your BT insurance cover.
You may not be covered for injuries or illnesses that have arisen since you took out previous insurance, and you may lose loyalty benefits.
As a result of rolling over your funds any insurance you currently hold with your other super provider or provider(s) will be cancelled.

For more information relating to insurance terms and conditions for your BT super fund please refer to your Product Disclosure Statement and Additional Information Booklet.

For more information relating to insurance terms and conditions or the features for your BT super please call us on 132 135.

Please confirm that you have read and understand the conditions of combining your other superannuation fund(s) into BT.

Important considerations when combining your super:

There is no charge for accepting any rollovers, however before requesting the rollover, you should consider where your future employer contributions will be paid (if your employer contributions are currently being paid to another fund).
You should check with your other fund(s) to determine whether there are any exit or withdrawal fees for rolling over your benefit, or other loss of benefits.
By rolling your funds into your BT super account you may not receive the same type or level of benefits.
It is important to consider the impact of consolidating your super, this includes the differences between your super products, including fees, historical performance and any other benefits unique to each fund.

Insurance considerations when combining your super:

You may have certain benefits, terms or conditions within your other insurance policies that may not apply with your BT insurance cover.
If you have any pre-existing medical conditions which are covered under your existing insurance policy in other fund(s), you will lose your insurance cover for these pre-existing medical conditions when cancelling your insurance cover and rolling into BT.
A pre-existing medical condition is any injury, sickness, illness or symptom that existed in the 2 years prior to, or at the time your new BT Super for Life insurance cover began.
As a result of rolling over your funds any insurance you currently hold with your other super provider or provider(s) will be cancelled.

For more information relating to insurance terms and conditions for your BT super fund please refer to your Product Disclosure Statement and Additional Information Booklet.

Please confirm that you understand what a pre-existing condition is and that you understand you may lose insurance cover for these conditions upon rolling into BT.

Please confirm that you have read and understand the conditions of combining your other superannuation fund(s) into BT.

You can add multiple funds by clicking "Add another fund" for each one.
If you make a mistake, you can delete the incorrect entry or click them to edit the details.

Fund name / ABN / USI

Member number

- delete fund

+ Add another fund

Providing your TFN

The law allows super funds to ask for TFNs. If you don't provide us your TFN your other fund(s) may ask for certified ID. Also we may be unable to accept all types of contributions for you and you may pay more tax than you would otherwise pay on contributions to and payments from your super account. Your TFN will be used for legal purposes only. If we transfer your super to another fund, we'll give your TFN to the other fund unless you tell us not to in writing.

Consent to rollover

By submitting this request form I am making the following statements:

I declare I have fully read this form and the information completed is true and correct.
I am aware I may ask my other super provider(s) for information about any fees or charges that may apply, or any other information about the effect this transfer may have on my benefits, and have obtained or do not require such information.
I am aware that I will not be covered in BT Super for Life for any pre-existing medical condition and any insurance cover in my current super fund will end when my rollover is complete.
I discharge the super provider(s) of the fund(s) I wish to rollover of all further liability in respect of the benefits paid and transferred to my BT super account.
I have read the Tax File Number (TFN) information provided on this page and I authorise BT (or its agents) to give my TFN to my other super fund and I consent to my tax file number being disclosed for the purposes of consolidating my super accounts.
I authorise BT (or its agents) to contact my other super fund(s) regarding this request to rollover my super.
I am aware that if I have an active pension account, BT may need to call me to complete the rollover request.

I request and consent to the transfer of super as described above and authorise the other super fund(s) to give effect to this transfer.

Confirm approval (office use only):

Combine your super

Please note - this tool:

What you need to get started

Using this tool

Providing your TFN

Consent to rollover

Submitting your rollover request, please wait...

You need to enter the you details before you can generate an email.