Find your lost super
Sometimes it is best to get the help of a professional, so Bank of Melbourne has partnered with BT Super for Life.
To help you find all your super, BT can do a super search for you^. Simply open a BT Super for Life account, give BT your OK and Tax File Number, and they'll do the rest.
If BT find any super for you, they can also help you transfer it into your BT Super for Life account, if you decide to do so.
Just so you know, BT Super for Life can be viewed side-by-side with your Bank of Melbourne Internet Banking, so you can keep track of your super. No more waiting around for annual statements - just check your transactions history and balance any time. Easy!
Here are a few other things that you might like about BT Super for Life:
- Your super and everyday accounts can be viewed side by side in Internet Banking
- You can take it with you from job to job
- Intelligent investment options
- Pre-approved life insurance cover~
It's easy to choose how your super is invested
When you apply, you can choose a Lifestage Fund that will automatically adjust the investment mix as you get older. Or you can select and manage your own investment mix from a range of options available.
Other ways to open an account
You can also apply over the phone or in branch.
What you'll need
- Your Tax File Number (TFN). We may already have your TFN on file. If not, finding your TFN is easy. You can find it on a recent payslip or you can call the ATO on 13 28 61.
- Valid email address
*The Commissioner of Taxation Annual report 2015-16, available at ato.gov.au, reported $16.2bn in lost super as at 30 December 2015.
^ Searches will be undertaken as long as your consent has been provided and your BT Super for Life account remains open.
# 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) and check with your fund(s) to determine whether there are any exit or withdrawal fees for moving your benefit, or other loss of benefits (e.g. insurance cover), noting you may not receive the same type or level of benefits after the rollover.
~ An exclusion applies for any claim related to a pre-existing medical condition you have when you open your BT Super for Life account.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 is the trustee and issuer of interests in BT Super for Life which is a part of Retirement Wrap ABN 39 827 542 991. A Product Disclosure Statement (PDS) for BT Super for Life can be obtained by calling 1300 653 553, by visiting bt.com.au or at any of our branches. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose interests into BT Super for Life. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. An investment in BT Super for Life is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac), St.George Bank (which is a Division 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 BT Super for Life.
© 2016 Bank of Melbourne - A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.