Media centre

Recognition for BT Super for Life's simplicity

BT's quest to help more Australians understand and engage with their super was recognised at the recent Australian Superannuation Funds Association (ASFA) Communication Awards.

Download PDF (PDF size: 47kb) - July 23, 2010.

Engaging workers in a competitive super market remains key

In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System.

Download PDF (PDF size: 125kb) - July 7, 2010.

BT Life Insurance bolsters technical capability

BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.

Download PDF (PDF size: 33kb) - July 1, 2010.

DKN signs for another 5 years with BT Wrap

BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between the two groups.

Download PDF (PDF size: 33kb) - July 1, 2010.

BT goes 3D to help boost investor confidence

BT Financial Group has embarked on a new integrated marketing campaign using 3D innovations to re-engage investors on the need to think and act long-term when building retirement wealth.

Download PDF (PDF size: 121kb) - May 7, 2010.

Supercharging a more streamlined super system

The fact workers will have a 12 per cent Superannuation Guarantee (SG) by 2019-2020 highlights the significance of the Super System Review reforms proposed in March this year, according to BT Financial Group.

Download PDF (PDF size: 92kb) - May 2, 2010.

Executive changes and new business lines at BT Financial Group

BT Financial Group (BTFG) today announced a restructure of its senior executive team with a number of key internal appointments following the resignation of one of its General Managers, Geoff Lloyd.

Download PDF (PDF size: 37kb) - Apr 9, 2010.

BT welcomes SuperStream

Brad Cooper, Chief Executive of BT Financial Group, today welcomed the Cooper Review’s SuperStream recommendations and said, if implemented, they would bring about the single biggest improvement to Australians’ retirement savings since the Superannuation Guarantee was introduced.

Download PDF (PDF size: 27kb) - Mar 22, 2010.

BT Wrap responds to increasing equity demand with multi-client bulk order trading

BT Wrap today launched another round of platform enhancements delivering optimum trading functionality to meet increasing adviser and client demand for equities and Exchange Traded Funds (ETFs).

Download PDF (PDF size: 34kb) - Mar 15, 2010.

Most Australians don't understand one of their largest assets - but want help to simplify it

New national research shows that while only one in 10 Australians can cite the exact balance of their super fund, more than half say easier online access would help them take a more active interest in one of their largest financial assets.

Download PDF (PDF size: 60kb) - Feb 22, 2010.

BT releases blueprint for super industry efficiency

In its submission to Phase 2 of the Super System Review, BT has outlined a plan for the superannuation industry to make dramatic changes to fund portability, reduce costs and increase engagement by removing systemic infrastructure inefficiencies.

Super System Review Phase Two: Operation and Efficiency - download PDF (PDF size: 760kb) - Dec 14, 2009. 

Blueprint for efficiency - download PDF (PDF size: 27kb) - Dec 17, 2009. 

BT’s Wrap Essentials Responds to Client Demand

Changing market conditions has seen Wrap Essentials revamp its platform offering in response to adviser and client demand for simpler products, quality investment options and easy administration.

Download PDF (PDF size: 37kb) - Dec 2, 2009. 

BTFG achieves excellence in customer service

The BTFG Customer Service team scooped the pool at the recent CSIA Australian Service Excellence Awards recognising the team’s high standards of management, training and commitment to service excellence.

Download PDF (PDF size: 27kb) - Nov 12, 2009. 

BT Wrap first to market with new annuity product

BT Wrap today announced the first unitised annuity investment option available on an Australian platform for financial advisers and clients increasingly concerned about securing a regular income in retirement.

Download PDF (PDF size: 25kb) - Oct 22, 2009. 

Wrap launches SMSF enhancements for advisers and accountants

BT Wrap today unveiled its latest round of platform enhancements designed to help advisers and accountants work together to more efficiently manage their self managed super fund (SMSF) clients.

Download PDF (PDF size: 45kb) - Sep 21, 2009. 

BT Wrap to provide Merrill Lynch’s Investment Wrap platform

Chris Freeman, Head of BT Wrap, today announced they have signed a 3-year agreement with Merrill Lynch to provide a badged platform investment solution.

Download PDF (PDF size: 33kb) - Aug 4 2009

Expanded Shadforth Financial Group signs partnership with BT's Wrap Platform for a further 3 years

BT Financial Group is pleased to announce it will extend its existing relationship to provide BT Wrap platform solutions to leading advice group Shadforth Financial Group for another three years.

Download PDF (PDF size: 134kb) - June 9 2009.

BT Financial Group announces senior appointments in super and investments

BT Financial Group today announced the appointment of Patrick Farrell to Head of Investments and Melanie Evans to Head of Superannuation in the Superannuation & Investment Solutions team in its combined wealth management business, formed by the merger of Westpac Banking Group and St.George Bank.

Download PDF (PDF size: 36kb) - December 11 2008.

Rob Coombe to lead BT Financial Group

Rob Coombe, the Chief Executive of BT Financial Group, today said he looks forward to ensuring Westpac’s new, combined wealth management business delivers exceptional customer service across every part of the organisation.

Download PDF (PDF size: 38kb) - November 20 2008.