Latest media releases

All the latest media releases on key announcements about BT Financial Group.

Advisers focus on getting back to business as COVID relief ends

Advisers are focusing on proactive strategies for clients, with superannuation and particularly contributions top of mind, as social security measures take a back seat.

BT Panorama quarterly update - March 2021

BT Panorama to become largest contemporary platform in market, powered by organic growth and migration.

BT Panorama welcomes more than 38,000 BT Wrap customer accounts

BT Panorama is now Australia’s largest contemporary investment platform with $49 billion of funds under administration (FUA). More than 38,000 BT Wrap client accounts have been transferred to BT Panorama in the last week, increasing FUA by 30%. Once all BT Wrap accounts have been transferred (completion is expected by the middle of this year), BT Panorama will have around $90 billion FUA.

Tech features no.1 for BT Panorama

For the third year running BT Panorama has been awarded ‘Best Mobile Platform”, ‘Best Client Portal’ and “Best Online Business Management’, in the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends.

Cornerstone portfolios for Invest Blue practices launched on BT Panorama

Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm’s 4000-strong client base.

Delayed plans to downsize now in sight for Australian retirees

COVID-19 continued to be a dominant theme in Australians’ conversations with their financial advisers in the final quarter of 2020, as clients realise their plans to downsize for lifestyle or health reasons.

$1.3 billion flows into BT Panorama for July as FUA surpasses $30 billion

BT Panorama mobile app receives highest user ratings for third year in a row

BT Panorama rated no.1 for online business management; mobile app usage surges to 6,000 logins per week

For the second year running, BT Panorama has achieved the highest total score for online business management, mobile platform and client portal features, according to the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends.

BT Super announces new member administration fees

BT today announces a new administration fee schedule for BT Super customers and Asgard Employee Super Account MySuper customers.

BT Panorama ranked number one for netflows

According to the latest Strategic Insight data BT Panorama was the fastest growing retail platform in netflows for the 12 months to June 2019, with $8.2b generated well ahead of any competitor.

BT Panorama boosts functionality as rapid growth continues

BT launches LifeCENTRAL+ Online

In just over one month since the launch of the internet browser version of BT’s life insurance quote and application software, LifeCENTRAL+ Online, the total number of quotes generated by advisers has increased by more than 30 per cent, with more than 3,500 advisers and their support staff now using the software.

Emerging Fashion Designer 2019 winner announced

BT and the Australian Fashion Council (AFC) are proud to announce Melbourne-based Blair Archibald as the winner of the BT Emerging Fashion Designer Award 2019.

BT’s Cancer Assistance Program gives clients a better chance at getting their life back on track earlier

Launched in January 2018, the pilot program has resulted in 86% of clients citing an improvement in functional capacity, giving them a better chance at returning to wellness within a shorter time frame, post-disability. The program has also given clients a better claims service experience, with client satisfaction averaging at 90%.

Westpac resets wealth strategy

Advisers rate BT Panorama No 1 for online business management

Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features according to the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends.

2 mins

Latest round of enhancements to BT's life insurance quote and application software

BT has introduced further upgrades to its life insurance quote and application software LifeCENTRAL+, making it even easier for financial advisers to obtain cover for their clients.

1 min

BT Panorama accelerates growth

BT Panorama is set to surpass $15 billion in funds under administration (FUA) with a 75 per cent increase in netflows since BT introduced simple open platform pricing in July last year.

1 min

BT launches CoreSeries Portfolios managed accounts on BT Panorama; expands offer

BT has launched six active diversified managed portfolios, available on BT Panorama on both the full and compact menu. Designed to meet the core investment needs of a wide range of clients, CoreSeries caters to different risk profiles with no portfolio level investment management fees and a low underlying management fee between 50bp and 78bps, with the balanced option at 68bps.

1 min read

BT supports key recommendations of Productivity Commission report into Superannuation

BT Financial Group (BT) welcomes the release of the Productivity Commission’s (PC) final report into the efficiency and competitiveness of Australia’s superannuation system.

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.

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

Mike Willesee
michael.willesee@btfinancialgroup.com
0466 379 081

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