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    Archives

    Media release archives on key announcements about BT Financial Group.

    2017

    18 Oct 2017
    Advisers using managed accounts save 14 hours per week
    Advisers who have adopted managed accounts see considerable benefits including saving 14+ hours per week according to new research by BT and undertaken by Investment Trends.
    3 min read
    13 Oct 2017
    Keeping Life Insurance accessible and affordable for more Australians
    BT Financial Group (BTFG) today said it would be defending legal action in relation to its Life Insurance products.
    1 min read
    04 Oct 2017
    BTFG strengthens commitment to Advice
    BT Financial Group (BTFG) today announced changes to its Advice division designed to strengthen its focus on providing more Australians with quality advice.
    1 min read
    18 Sep 2017
    BT appoints Chief Investment Officer
    BT Financial Group (BTFG) today announced it has appointed Mr Corrin Collocott to the position of Chief Investment Officer.
    1min read
    02 Aug 2017
    LRBA changes top adviser attention
    Enquiries about changes to limited recourse borrowing arrangements (LRBAs) have topped adviser queries according to BT Advice Technical’s June quarter round-up.
    2min read
    07 Jun 2017
    BT and The Ethics Centre team up to strengthen adviser professional standards
    BT Financial Group has announced it is putting its advisers and leaders through The Ethics Centre’s Ethical Professional Program, with its first 500 due to complete the course by 30 June 2017.
    3min read
    18 May 2017
    Australians still living pay cheque to pay cheque
    Nearly a third of Australians say they always or often live pay cheque to pay cheque and 30 per cent are concerned about the amount they have to pay off for debts each month.
    2min read
    28 Apr 2017
    Kacey Devlin announced as winner of 2017 BT Emerging Fashion Designer Award
    Kacey Devlin has been announced the winner of the 2017 BT Emerging Fashion Designer Award at the BT Runway For Success event held last night at the Royal Hall of Industries in Sydney.
    2 min read
    03 Apr 2017
    Westpac Home and Contents Insurance helping people impacted by severe flooding – flood standard policy cover
    Westpac General Insurance said it has received more than 850 claims from customers affected by the storms and flooding impacting south east Queensland and northern NSW as a result of Cyclone Debbie.
    5 min read
    23 Mar 2017
    BT Financial Group is well positioned for the next phase of growth
    In an update to the market today, Westpac Group reaffirmed that Wealth remains a strategic priority for the Group and it was continuing to invest to grow the business.
    5 min read
    13 Mar 2017
    BT emerging fashion designer award 2017 finalists announced
    BT together with the Australian Fashion Chamber is pleased to announce labels We are Kindred, Kasey Devlin and Celeste Tesoriero as the finalists for the 2017 BT Emerging Fashion Designer Award.
    5 min read
    10 Mar 2017
    Back-to-back wins for BT, Life Insurance Company of the Year
    For the second year in a row, BT has won the Platinum Award – Life Company of the Year at the Association of Financial Advisers (AFA) / Strategic Insights (SI) Life Company of the Year Awards, held in Sydney last night.
    2 min read
    08 Mar 2017
    Women make financial decisions at home but knowledge gap about insurance persists
    Women are taking charge of making financial decisions at home, but many still feel they don’t know enough about life insurance and remain underinsured.
    3 min read
    27 Feb 2017
    Super and insurance completes BT Panorama
    Today BT Financial Group (BTFG) has delivered a step-change in managing clients’ superannuation, SMSFs and investments with the integration of superannuation and insurance on BT Panorama.
    3 min read
    24 Feb 2017
    Industry first sustainability scoring on ASX200 and managed funds
    Australians’ love affair with self-managed super funds (SMSFs) continues with more than 1 in 10 saying they are either highly or quite likely to consider setting up an SMSF in 20171 according to new research from BT.
    2 min read
    16 Feb 2017
    ‘Til death do us part: what happens to an SMSF when a member dies?
    The death of a member need not spell the end of an SMSF, however if it is not set-up properly at the outset; having to wind-up an SMSF can be a headache for already grieving loved ones.
    3min read
    06 Jan 2017
    Total and Permanent Disability claims review outcome
    BT Financial Group (BTFG) today confirmed the independent review of its declined Total and Permanent Disability claims has been completed.
    2min read
    04 Jan 2017
    Interest in defined benefits pick up pace
    Enquiries around defined benefits have grown the most in the December quarter according to BT Advice Technical’s round-up of adviser queries.
    1 min read

    2016

    23 Dec 2016
    BT Financial Group rejects ASIC’s interpretation of general advice versus personal advice
    BT Financial Group today rejected ASIC’s interpretation of what constitutes general versus personal advice and will vigorously oppose the action ASIC has brought against it.
    1 min read
    09 Dec 2016
    BT Panorama recognised on world stage
    BT Panorama has taken out the award for Best use of IT in Private Banking/Wealth Management at the Banking Technology Awards in London.
    1 min read
    24 Nov 2016
    Class identifies BT as growth leader
    Class has identified BT as having strong platform growth in 2016 according to the company’s most recent Self-Managed Super Fund (SMSF) Benchmark Report.
    3 min read
    24 Nov 2016
    BT Financial Group welcomes professional standards for financial advisers
    BT Financial Group’s General Manger, Advice, Mark Spiers has welcomed the Federal Government’s announcement to mandate new professional standards for financial advisers from 1 January 2019.
    1 min read
    17 Nov 2016
    Collaborative practice a win for clients
    Collaborative practice was the focus of the Stella Network’s recent session, ‘Stella and the law’ in Sydney last week.
    3 min read
    04 Nov 2016
    Super and pensions lead adviser queries
    Inquiries around non-concessional super contributions have doubled in the last month showing super remains top of mind according to BT Advice Technical’s September quarter round-up of adviser queries.
    3 min read
    18 Oct 2016
    BT Financial Group welcomes financial advice industry professional standards
    BT Financial Group’s General Manager Advice, Mark Spiers today welcomed the Federal Government’s announcement to prioritise legislation increasing professional standards for financial advisers.
    2 min read
    18 Oct 2016
    Securitor celebrates outstanding advisers
    Securitor has recognised its outstanding advisers and practices at a gala dinner on Friday 14 October, attended by over 200 advice professionals.
    2 min read
    16 Oct 2016
    BT responds to ASIC's Life Insurance Review
    BT Financial Group (BTFG) today responded to ASIC’s life insurance review. CEO, Brad Cooper, said BTFG is committed to ensuring its claims practices are fair.
    3 min read
    12 Oct 2016
    Securitor marks 30 years of partnering with advice practices
    Leading licensee Securitor, formed in 1986, has reached its thirty year milestone of partnering with some of Australia’s most high calibre advisers and accountants.
    2 min read
    05 Sep 2016
    Advisers vote BT best life insurer
    BT’s life insurance business has ranked first among life insurers and achieved a user satisfaction score of 87 per cent, the highest in the Australian life insurance industry.
    3 min read
    30 Aug 2016
    Australians rely on hope as a retirement strategy
    The majority of Australians have no idea how long they will be retired, despite retirement being a regular thought for one in five Australians.
    3 min read
    24 Aug 2016
    Budget changes shine a light on super specialists
    BT Financial Group (BTFG) has seen a 50 per cent surge around queries relating to superannuation matters since the same time last year, according to its Advice Technical team.
    3 min read
    11 Aug 2016
    Westpac subsidiary Ascalon seeds Hong Kong-based Seyon Asset Management
    Ascalon Capital Managers (“Ascalon”), a leading Asia-Pacific strategic investor in hedge funds, today announced it plans to acquire an equity stake in Seyon Asset Management Ltd (“Seyon”).
    2 min read
    03 Aug 2016
    SSE & BT launch program for budding entrepreneurs
    School for Social Entrepreneurs & BT launches inaugural program for budding entrepreneurs Introducing 17 social change-makers
    3 min read
    28 Jul 2016
    BT’s health outcome measure tracks rehab success in first year
    BT is pleased to report that its unique health outcome measure has so far tracked the rehabilitation of 300 customers, one year since it was launched.
    2 min read
    27 May 2016
    BT calls for stronger retirement options
    BT calls for stronger retirement options to overhaul its retirement offerings to meet the needs of the country’s greying population.
    2 min read
    26 May 2016
    SMSFs eye BT Panorama
    BT Panorama is now being used by 1600 SMSFs according to BT Head of SMSF, Mr Craig Lawrenson.
    3 min read
    20 May 2016
    Westpac named number one employer for LGBTI inclusion
    Westpac Group has been named the number one employer for Lesbian, Gay, Bisexual, Transgender and Intersex (LGBTI) employee inclusion.
    2 min read
    11 May 2016
    Gender and financial education a guiding force in investment choices
    The spending habits and investment choices of men and women are poles apart, with lessons to be learnt from both sides of the gender equation.
    3 min read
    07 Apr 2016
    Macgraw announced as winner of 2016 BT Emerging Fashion Designer Award
    Macgraw has been announced the winner of the 2016 BT Emerging Fashion Designer Award at the BT Runway For Success event held tonight at the Royal Hall of Industries.
    3 min read
    30 Mar 2016
    Wellbeing and wealth a super match
    BT is forever changing the way Australians feel about superannuation by partnering it with a wellbeing program, so that feeling good and achieving better outcomes covers all aspects of our lives.
    3 min read
    23 Mar 2016
    Australians save for life’s ‘what if’s’ and chance their future
    Preparing for life's 'unexpected occurrences' is a savings priority for many Australians while winning lotto is considered a possible funding strategy for retirement.
    2 min read
    04 Mar 2016
    BT wins Life Insurance Company of the year
    The Life Insurance Company of the Year is BT, according to Plan for Life and the Association of Financial Advisers, who held their annual awards event last night in Sydney.
    2 min read
    Prev
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    2015

    14 Dec 2015
    BT Panorama launches SMSF and adds listed securities to investment line-up
    BT has launched the first phase of its SMSF offering.
    5 min read
    09 Nov 2015
    BT Panorama expands managed portfolios menu
    BT continues the rollout of its wealth operating system BT Panorama.
    2 min read
    09 Nov 2015
    BT Financial Group wins global award for customer service
    BT Financial Group Customer relations has been awarded ‘Contact Centre of the World 2015’
    2 min read
    09 Nov 2015
    BT Financial Group wins global award for customer service
    BT Financial Group Customer relations has been awarded ‘Contact Centre of the World 2015’.
    2 min read
    14 Oct 2015
    BT appoints Corrin Collocott as new Head of Diversified Portfolio Management, Super & Investment
    BT Investment Solutions has appointed Corrin Collocott.
    2 min read
    18 Sep 2015
    BT launches new app for financial advsiers
    Press release announcing BT Financial's new mobile app that allows financial advisers to access Panorama anytime, anywhere.
    2 min read
    18 Sep 2015
    Stronger super governance a step closer
    Press release announcing the introduction of the Superannuation Legislation Amendment (Trustee Governance).
    2 min read
    18 Sep 2015
    BT launches new app for financial advisers
    Press release announcing BT Financial's new mobile app that allows financial advisers to access Panorama anytime, anywhere.
    2 min read
    09 Sep 2015
    BT introduces new measure for better health outcomes
    Press release introducing a new tool that tracks the progress of customers as they participate in rehabilitation programs on the pathway to re-enter the workforce.
    2 min read
    08 Sep 2015
    Panorama enhances its investment platform with the launch of managed funds
    Press release announcing BT Financial Group's addition of managed funds to its powerful wealth operating system Panorama.
    2 min read
    04 Sep 2015
    New learning channel the future for adviser education
    Press release announcing BT Group Licensees (BTGL) introduction of a new Learning Channel for advisers, representing the future direction of adviser education.
    2 min read
    01 Sep 2015
    Securitor confirms new managing director
    Press release announcing the appointment of Mr Mark Fisher as Securitor's new managing director, a role he has been acting in for the past seven months.
    2 min read
    31 Jul 2015
    How can super reach its full potential?
    Speech by BT Financial CEO Brad Copper on how your Super can reach its full potential.
    2 min read
    27 Jul 2015
    Financial fitness linked to better physical and mental health
    Press release introducing a new study by BT Financial Group (BTFG) regarding financial fitness.
    5 min read
    27 Jul 2015
    Financial pressures ease but debt worries loom
    Press release on the ease of financial pressure for Australians according to the latest BT Australian Financial Health Index.
    2 min read
    26 Jun 2015
    Five steps to securing your home over the holidays
    Westpac press release reminding people to make sure their home stays safe and secure over the holiday period.
    2 min read
    26 Jun 2015
    Stronger governance critical for better retirement outcomes
    Press release announcing that the government will implement measures to increase the independence of superannuation fund boards.
    2 min read
    08 Apr 2015
    Seven ways low interest rates help stretch your money
    Article illustrating how you can benefit financially in a low interest rate environment.
    2 min read
    06 Mar 2015
    Seven tips on how to make a good financial decision
    Tips on how to make good financial decisions.
    2 min read
    16 Feb 2015
    BT Financial Group's Chris Freeman announces retirement
    Announcement of the retirement of long-serving General Manager of Adviser Distribution Chris Freeman.
    2 min read
    28 Jan 2015
    Westpac General Insurance announces greater choice for customers with an expanded product set
    Press release announcing that Westpac will expand its product line-up and introduce new ways of accessing products.
    2 min read

    2014

    11 Dec 2014
    Consumers get connected with Advice
    Article on how consumers are taking charge of their financial futures, taking up professional financial advice and giving honest feedback on their financial advisers.
    5 min read
    09 Dec 2014
    BT Investment Solutions - Bolstering BT's investments business
    Press release announcing the launch of ‘BT Investment Solutions’ which brings together the diverse investment capabilities across BT Financial Group.
    2 min read
    16 Oct 2014
    SSE & BT Social Entrepreneur Incubator heats-up
    Press release announcing SSE & BT's first joint incubator program to transform Australia’s next group of change-making social enterprises.
    2 min read
    13 Oct 2014
    BT leads the way in a new era of financial advice
    Press release announcing BT's three major initiatives that focus on improving the client experience, adviser professionalism and transparency.
    5 min read
    08 Oct 2014
    BT revolutionises super statements
    Press release announcing BT's commencement of sending BT Super for Life customers personalised video superannuation statements.
    2 min read
    01 Sep 2014
    BT Retail Super Outperforms Peers in Customer Satisfaction
    Press release announcing BT’s retail superannuation has exceeded its peers in customer satisfaction, according to the latest research by Roy Morgan Research.
    2 min read
    28 Aug 2014
    BT shows 'It Gets Better' for LGBTI youth
    Press release announcing BT's Wear It Purple day in support of LBGTI.
    5 min read
    21 Aug 2014
    BT's Phil Hay wins Australian Insurance Industry Leader of the Year Award
    Press release announcing that BT Financial Group’s Head of Life Insurance, Phil Hay, has won the Australian Insurance Industry Insurance Leader of the Year Award.
    2 min read
    18 Jul 2014
    BT Financial Group calls for tougher central register of financial planners
    Press release stating BT Financial Group Chief Executive Brad Cooper today calling for a radical overhaul of consumer access to information on Australia’s financial planners.
    2 min read
    26 Jun 2014
    BT Financial Group scores superannuation appointment coup
    Press release announcing the appointment of Melinda Howes, one of the financial services industry’s most recognised superannuation experts, as its new General Manager of Superannuation.
    2 min read
    21 May 2014
    BT Wrap boosts model portfolio capability
    Press release announcing BT enhancing its model portfolio offer for dealer groups and advisers with the introduction of bulk linking and rebalancing.
    2 min read
    20 May 2014
    BT announces It Gets Better Australia sponsorship
    Press release announcing BT's sponsorship of It Gets Better Australia.
    2 min read
    15 May 2014
    BT Tackles Underinsurance in Business Segment
    Press release announcing BT's Key Person Income, an Australian-first income protection solution for small businesses.
    2 min read
    15 Apr 2014
    New education standards set at Securitor and Licensee Select's 2014 Convention
    Press release announcing Securitor and Licensee Select made a record number of Continuing Professional Development or CPD points available to advisers.
    2 min read
    14 Mar 2014
    2014 BT Emerging Fashion Designer Award announced
    Press release announcing Michael Lo Sordo as the winner of the 2014 BT Emerging Fashion Designer Award.
    2 min read
    13 Mar 2014
    BT Financial Group releases tablets to planners
    Press release announcing BT Financial Group's largest releases of tablets to bank financial planners and planner assistants - to deliver advice to clients anywhere and anytime.
    2 min read
    12 Mar 2014
    BT and School for Social Entrepreneurs launch social entrepreneur incubator
    Press release announcing BT and the SSE's new program to support Australia’s emerging social entrepreneurs.
    2 min read
    27 Feb 2014
    First Financial joins BT Select
    BT Select is pleased to announce Melbourne-based wealth management business First Financial will join BT Select.
    2 min read

    Archive

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    Media relations

    For all media enquiries in relation to BT Financial Group's strategy, products, services and experts’ advice, please contact the media relations team.

    Andrew Tubb
    andrew.tubb@btfinancialgroup.com
    0411 014 771

    Lisa Parrett
    lisa.parrett@btfinancialgroup.com
    0432 933 796

    Nicole Webb
    nicole.webb@btfinancialgroup.com
    0466 479 673