If the change to the information in the Product Disclosure Statement is materially adverse, we will issue a Supplementary Product Disclosure Statement. These are available through the "Download" links below.
Product updates and Disclosure Notices
We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund. Such information will be included in a disclosure notice. Other product updates such as fund or benchmark changes are also available here.
Target Market Determinations for these products are available at bt.com.au/tmd
Target Market Determination(s) are available at bt.com.au/tmd
Product Disclosure Statement - PDS (PDF 2.1 MB)
Product Disclosure Statement - PDS (PDF 872 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Product Disclosure Statement (PDF 1.6 MB)
Additional Information Brochure (PDF 1.7 MB)
Target Market Determination(s) are available at bt.com.au/tmd
Product Disclosure Statement - PDS (PDF 1.8 MB)
Additional information booklet (PDF 294 KB)
Additional information - Investment managers (PDF 275 KB)
Additional information- buy-sell spreads (PDF 69 KB)
Strategic asset allocation ranges (PDF 200 KB)
Management Costs (PDF 279 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Diversified
Additional information booklet (PDF 1.6 MB)
Additional information - buy-sell spreads (PDF 270 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Diversified
Advance Defensive Multi-Blend Fund (PDF 115 KB)
Advance Moderate Multi-Blend Fund (PDF 113 KB)
Advance Balanced Multi-Blend Fund (PDF 114 KB)
Advance Growth Multi-Blend Fund (PDF 114 KB)
Advance High Growth Multi-Blend Fund (PDF 112 KB)
Advance Australian Fixed Interest Multi-Blend Fund (PDF 181 KB)
Advance Australian Shares Multi-Blend Fund (PDF 144 KB)
Advance Cash Multi-Blend Fund (PDF 111 KB)
Advance Defensive Yield Multi-Blend Fund (PDF 275 KB)
Advance International Shares Multi-Blend Fund (PDF 145 KB)
Advance Property Securities Multi-Blend Fund (PDF 192 KB)
Additional information – Investment managers (PDF 47 KB)
Additional information – buy-sell spreads (PDF 47 KB)
Strategic asset allocation ranges (PDF 144 KB)
Advance Closed Funds management costs (PDF 37 KB)
BT Funds Management Limited &
BT Funds Management No.2 Limited &
Westpac Financial Services Ltd.
Financial Services Guide - FSG (PDF 146 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Product Disclosure Statement - PDS (PDF 772 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Product Disclosure Statement - PDS (PDF 5.9 MB)
Additional Information Brochure - AIB (PDF 834 KB)
Investment Options Booklet (PDF 748 KB)
Panorama Financial Services Guide - FSG (PDF 330 KB)
BT Funds Management Limited &
BT Funds Management No.2 Limited &
Westpac Financial Services Ltd.
Financial Services Guide - FSG (PDF 146 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Super Guide (PDF)
Investment Guide (PDF)
Employee Insurance Guide (PDF)
Lifetime Insurance Guide (PDF)
Financial Services Guide (PDF)
Product Disclosure Statement - PDS (PDF 639 KB)
Financial Services Guide - FSG (PDF 308 KB)
Important Notice
On 1 August 2022, the sale of Westpac Life Insurance Services Limited ABN 31 003 149 157 AFSL 233728 to TAL Dai-ichi Life Australia Limited ABN 97 150 070 483 (“TAL”) completed, and Westpac Life Insurance Services Limited changed its name to TAL Life Insurance Services Limited (“TLISL”).
We would like to reassure you that no changes to the terms, conditions, and features of your existing policy occurred as a result of the sale. More information.
In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.
Target Market Determination(s) are available at bt.com.au/tmd
A Product Disclosure Statement or PDS is a document (or sometimes a group of documents) that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive.
A Financial Services Guide or FSG describes the financial services offered by, and important information about, a financial services licensee.
This page provides you with electronic access to the PDSs for financial products and services that are identified on this website and that are issued by entities within the BT Financial Group of companies, together with electronic access to the FSGs for these entities.
On 1 December 2008, Westpac Banking Corporation acquired all the issued shares of St.George Bank Limited. This means that St.George Group entities such as Asgard Capital Management Limited, Asgard Wealth Solutions Limited, Advance Asset Management Limited and St.George Life Limited form part of the Westpac Group. Please note that some financial products, such as some bank products, are not required to have a PDS.