Tools & resources

Forms
Download client and adviser forms.

Fund factsheets
Download factsheets for all our investment options.

Disclosure documents

By post
Use our online contact form (opens a new window) to order PDS or marketing material or to send us any general questions.
Download
- Wholesale managed fund disclosure documents
- Superannuation & retail disclosure documents (investors)

Tax guides
A guide to using your annual BT Tax Statement.

Calculators
BT’s calculators allow you to plan your investment goals and see how different scenarios can affect your investments:

Other resources
Annual reports

Superannuation reference numbers
Superannuation reference numbers including Superannuation Fund Numbers (SFN), Superannuation Product Identification Numbers (SPIN) and Australian Business Numbers (ABN).

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Important information
General advice and general education information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. By accessing this website you agree to be bound by the terms and conditions of the BT Financial Group website. BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence. © BT Financial Group 2008