Westpac and BT

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.

Find out how we can help you by visiting the investor, adviser and employer pages on our website.

For investors

Wherever you are – starting out, searching for your next investment or taking steps to protect yourself – BT has a full range of products and services for all investors, including:

  • Managed investments: choose from a diverse range of investment choices, managed by BT’s affiliate BT Investment Management, as well as through our strategic alliances with leading global and local investment managers.
  • Personal superannuation
  • Retirement income streams (pensions and annuities)
  • Margin lending
  • Wrap platforms to help you manage your investments
  • Life insurance, income protection and other insurance services

Our investors also have access to a broad range of banking and financial services from Westpac, including general insurance, broking services and financial advice from Westpac Financial Planning.

For advisers

BT provides a comprehensive range of products and services to help financial advisers meet the needs of their clients and grow their business, including:

  • Managed investments: choose from a diverse range of investment choices, managed by BT’s affiliate BT Investment Management, as well as through our strategic alliances with leading global and local investment managers.
  • Wrap platforms, to help you and your clients manage their investments
  • Personal superannuation
  • Retirement income streams (pensions and annuities)
  • Margin lending
  • Life insurance, income protection and other insurance services

For employers

As at 31 December 2007, BT managed over $5.97 billion in corporate superannuation funds. Over 14,000 Australian companies offer their employees a BT corporate super plan. Find out more about our full range of superannuation services for employers and employees.