About BT Financial Group

BT Financial Group (BT) has been helping Australians create and manage wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options.

In Australia and New Zealand, BT provides a diverse range of investment choices, including multi-manager investments through relationships with some of the world's leading global and local investment managers, as well as funds managed by BT Investment Management.

BT is the wealth management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.

Wrap platforms

  • First wrap provider in Australia (1997).
  • One of Australia’s fastest growing wrap platforms.
  • More than a quarter of Australia's financial advisers use a BT wrap platform (as at October 2007).

Corporate superannuation

  • As at 31 December 2007, BT managed over $5.97 billion in corporate superannuation funds.

Margin Lending

  • One of the pioneers of margin lending in Australia (1979).
  • As at 31 December 2007, BT Margin Lending has $5.261 billion in Loans Under Management.

BT Investment Management

  • BT Investment Management is an affiliate of BT Financial Group.
  • As at August 2007, BT IM had $41.6 billion in funds under management.
  • Provides a diverse range of investment choices