Tools & resources
Year End Information
BT news
The latest news and information about BT for advisers and BT investors.
Impact of Financial Year End on Transaction Processing for BT's Super and Retirement Products
10/07/2008
As the end of the financial year is a significant time for many fund managers, there is often a delay with releasing unit prices immediately following 30 June. In order to allow for the funds to receive the most accurate price, we must allow time for the information to come through before we can price our own funds. For some investment options this may take up to 15 business days following the end of the financial year.
Basis Capital Supreme Court proceedings
13/06/2008
Basis Capital has commenced proceedings in the Supreme Court to seek declarations on the rights of investors in the Basis Yield and Basis Aust-Rim Opportunity Funds.
St.George and Westpac sign Merger Implementation Agreement
26/05/2008
St.George Bank Limited (St.George) and Westpac Banking Corporation (Westpac) have signed a Merger Implementation Agreement (MIA) to form Australia's leading financial services company.
St.George and Westpac agree key merger terms
13/05/2008
St.George Bank Limited (St.George) and Westpac Banking Corporation (Westpac) today announced a proposed merger of the two companies to create Australia’s leading financial services company.
Westpac and St George merger discussion
12/05/2008
Read the media release about Westpac and St George media discussions
New PDS effective 7 May 2008 for BT Lifetime Super – Employer Plan
9/05/2008
BT is pleased to announce a new, improved BT Lifetime Super – Employer Plan (LSEP), featuring great enhancements for employers, advisers and members.
Your clients' insurance needs now easily managed online
24/10/2007
The recent introduction of a competitive insurance product through BT Wrap makes it easier for you to ensure your clients...
Blue Ribbon win for Wholesale Balanced Returns Fund
19/09/2007
Announcing a win for BT at the Australian Financial Review Smart Investor Blue Ribbon Awards 2007.
BT Investment Management announcement
9/08/2007
BT Financial Group (BTFG) has announced our intention to create a new listed company to secure and grow our position in funds management.
Change in investment manager
1/08/2007
From 7 May 2007, BT Financial Group replaced BlackRock as the investment manager for global fixed interest in several diversified funds.
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