BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233 724 (Trustee, we, our or us) is the trustee and issuer of Retirement Wrap (Fund) ABN 39 827 542 991 (RSE No. R1001327), which BT Super forms part of. A Product Disclosure Statement (PDS) and Financial Services Guide (FSG) is available for BT Super and can be obtained by calling BT Customer Relations on 132 135, or visiting bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super.
BT Funds Management Limited is a member of the Westpac Group. An investment in BT Super is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) 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. The Bank and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of BT Super. The Unique Superannuation Identifier (USI) for the Plan is BTA0287AU.
QuickSuper is issued by Westpac Banking Corporation (ABN 33 007 457 141, AFSL 233714). An offer to issue this product may be made to you by Westpac, subject to completion of the application process. The Product Disclosure Statement (PDS) for QuickSuper is available on the Westpac website. You should consider the PDS before deciding to accept any offer made by Westpac to issue the product.
We would also like you to ensure that any hyperlinks to the QuickSuper PDS are to the current version, dated 4 August 2020.
The information you are providing through this application will be provided to Westpac, the issuer of QuickSuper. Your application will be assessed and an offer to issue QuickSuper may be made to you.
Consent to us or a related party (including the administrator) receiving payment or commission as set out in the 'Fees and other costs' section of the PDS and Additional Information Booklet
Acknowledge that all employees eligible to join BT Super in respect of whom the Trustee has received a member registration request and accepted will become members in BT Super
Acknowledge that the employer and the employees who become members in BT Super will be bound by the provisions of the Trust Deed governing the Plan including the rules for the Plan (as amended from time to time)
Agree to, consent to and/or acknowledge (as applicable) each of the declarations, conditions and acknowledgements in the PDS and the Additional Information Booklet (as amended from time to time)
Agree that the employer will compensate the Trustee for any loss or expense which results from incorrect or misleading information given to it in establishing or maintaining the plan, or for the failure to provide information
Agree to the collection and use of data collected by the Trustee about the employer, its officers and employees
Agree that the employer will inform its employees that we may collect, use, disclose or handle their personal information as set out under 'Protecting your privacy' in the 'Other information' section of the Additional Information Booklet
Consent to the Trustee providing details regarding the employer, the Plan or the employees or the accounts in the Plan to the financial adviser of the employer or the Plan
Acknowledge that if the Trustee reasonably believes an email, facsimile or any other form of communication it receives from the employer or its representative (including any signature on the communication) is genuine, the Trustee is entitled to rely on that communication and will not be liable for any loss if it is later found the communication (or the signature) was fraudulent
Consent to the Trustee continuing to act as Trustee notwithstanding a conflict of interest arising from circumstances referred to in 'Related party transactions and conflicts of interest' in the 'Other information' section of the Additional Information Booklet or any other circumstances
Agree that any email sent to firstname.lastname@example.org will be taken to be appropriately authorised and, further acknowledge that we may act on those instructions and will not be liable for any loss if it is later found that the email was fraudulent
Acknowledge that we may reject any application we receive for whatever reason
Acknowledge that there may be changes to the Investment Options, or other changes within BT Super or the Plan (including the addition and deletion of Investment Options) and in the case of significant changes, will be notified in the manner described in the PDS and Additional Information Booklet, including by agreeing to access this information from our website
Consent to telephone conversations being recorded and listened to for training purposes or to provide security transactions
Agree that if the Trustee makes an incorrect payment, the Trustee is entitled to deduct the amount incorrectly paid from any holding with the Trustee or a related body corporate
Agree to communications and documents which we're required or permitted to give, or have agreed to give, being provided via any electronic means we choose, and with receipt taken to have occurred irrespective of whether the information is accessed.