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BT Lifetime Personal Super Additional Contributions and Direct Debit Request BT Customer Relations 132 135 (8am6.30pm Mon Fri, Sydney time) BT Funds Management Limited (Trustee, we, our or us) ABN

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How to fill out bt lifetime personal super

01

Step 1: Gather all the necessary personal information such as your name, date of birth, and contact details.

02

Step 2: Determine your investment strategy and risk tolerance.

03

Step 3: Review the BT Lifetime Personal Super Product Disclosure Statement (PDS) to understand the features, fees, and benefits of the product.

04

Step 4: Complete the application form provided by BT.

05

Step 5: Provide any additional documents required, such as identification and proof of address.

06

Step 6: Review and submit your application along with any required supporting documents.

07

Step 7: Wait for confirmation from BT regarding the status of your application.

08

Step 8: Once your application is approved, you can start making contributions and managing your BT Lifetime Personal Super account.

Who needs bt lifetime personal super?

01

Individuals who are looking for a long-term superannuation solution with flexible investment options.

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People who want to have control over their superannuation investments and choose their own investment strategy.

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Those who are comfortable managing their own super and prefer a self-directed approach.

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Individuals who want to consolidate their existing super funds into one account for easier management.

05

People who want to take advantage of potential tax benefits and maximise their retirement savings.

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What is bt lifetime personal super?

BT Lifetime Personal Super is a superannuation product offered by BT Financial Group.

Who is required to file bt lifetime personal super?

Individuals who are members of BT Lifetime Personal Super are required to file.

How to fill out bt lifetime personal super?

BT Lifetime Personal Super can be filled out online through the BT website or by contacting a financial advisor.

What is the purpose of bt lifetime personal super?

The purpose of BT Lifetime Personal Super is to provide individuals with a long-term savings vehicle for their retirement.

What information must be reported on bt lifetime personal super?

Information such as contributions, investment options, insurance coverage, and beneficiary details must be reported on BT Lifetime Personal Super.

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