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This brochure provides comprehensive information about BT Lifetime Super – Employer Plan, including features, benefits, and guidelines for employers wishing to set up superannuation plans for their
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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
Obtain the BT Lifetime Super – Employer Plan application form from your supervisor or HR department.
02
Fill in your organization's details including the name, address, and contact information.
03
Provide employee details, including their full name, date of birth, address, and tax file number.
04
Select the appropriate investment option based on employee preferences and risk appetite.
05
Review the contribution details and make sure to include the superannuation guarantee amount.
06
Sign and date the application form to validate the information provided.
07
Submit the completed application form to the designated superannuation fund contact or through the specified submission method.

Who needs BT Lifetime Super – Employer Plan?

01
Employers looking for a managed superannuation solution for their employees.
02
Companies seeking a way to comply with superannuation guarantee obligations.
03
Businesses wanting to offer their employees a flexible and comprehensive superannuation plan.
04
HR and payroll professionals managing employee benefits and financial planning.
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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 fund designed for employers to offer their employees a retirement savings plan, providing various investment options and features to help employees accumulate their retirement savings efficiently.
Employers who offer the BT Lifetime Super – Employer Plan to their employees are required to file it. This includes businesses that contribute to superannuation on behalf of their employees as part of their salary package.
To fill out the BT Lifetime Super – Employer Plan, employers must complete the required forms with accurate employee details, contribution amounts, and any other relevant information requested by the superannuation fund. This can typically be done online or through paper forms provided by the fund.
The purpose of the BT Lifetime Super – Employer Plan is to provide a structured and effective superannuation option for employers to help their employees save for retirement, ensuring they have adequate funds upon reaching retirement age.
Information that must be reported includes employee identification details (such as name and tax file number), the amount of contributions being made, and the frequency of these contributions. Employers may also need to report investment choices made by employees and any changes to their circumstances.
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