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This Product Disclosure Statement (PDS) provides comprehensive information regarding the BT Lifetime Super - Employer Plan, outlining features, investment options, fees, and benefits associated with
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How to fill out bt lifetime super employer

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How to fill out BT Lifetime Super – Employer Plan

01
Gather necessary information such as your employer's details and your personal identification.
02
Access the BT Lifetime Super Employer Plan application form through the BT Super website or your employer's resources.
03
Fill in your personal details, including name, address, and date of birth.
04
Provide your tax file number (TFN) to ensure your superannuation contributions are taxed correctly.
05
Enter your employer's details, including the business name and ABN (Australian Business Number).
06
Choose your investment option within the BT Lifetime Super, based on your risk tolerance and retirement goals.
07
Review the terms and conditions of the BT Lifetime Super Employer Plan, ensuring you understand the fees and benefits.
08
Submit the completed application form to your employer or directly to BT Super, as instructed.

Who needs BT Lifetime Super – Employer Plan?

01
Employees seeking a superannuation fund to manage their retirement savings.
02
Employers looking for a superannuation solution to offer to their employees.
03
Individuals wanting a flexible superannuation product tailored to various investment options.
04
Anyone needing to consolidate their superannuation savings into one fund for easier management.
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People Also Ask about

In 1969, BT began as the Australian subsidiary of the Bankers Trust Company of New York, Bankers Trust Australia, and since this time has continued to define itself by adapting and responding to customer needs.
Superannuation, or 'super', is money set aside and invested on your behalf with the goal of providing income in retirement.
BT Super Invest lets you design a super account that reflects what you value. Decide where to invest and how much you want to do and leave the rest to be managed by professionals.
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).
Superannuation in Australia, or "super", is a savings system for workplace pensions in retirement. It involves money earned by an employee being placed into an investment fund to be made legally available to members upon retirement.
BT Super for Life is issued by BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM, Trustee, we, our, or us), the trustee of Retirement Wrap (the Fund) ABN 39 827 542 991 USI BTA0287AU.
BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super for Life accounts were transferred to Mercer Super on that date.
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).

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BT Lifetime Super – Employer Plan is a superannuation product designed for employers to manage their employees' retirement savings. It offers investment options and features tailored for business needs.
Employers who provide superannuation contributions for their employees are required to file BT Lifetime Super – Employer Plan.
To fill out the BT Lifetime Super – Employer Plan, employers must provide details of their employees, contribution amounts, and any relevant financial data as specified in the form guidelines.
The purpose of BT Lifetime Super – Employer Plan is to facilitate the accumulation of superannuation for employees, ensuring they have adequate savings for retirement while also complying with employer superannuation obligations.
Information that must be reported includes employee details (such as name and TFN), contribution amounts, payment frequency, and any other relevant information required by the superannuation fund.
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