Product updates and disclosure notices

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Investment Funds

Please also see BT Super Invest below.

Important notice

On 1 April 2023, the sale of Advance Asset Management Limited ABN 98 002 538 329, AFSL 240902 (AAML) to Mercer (Australia) Pty Ltd ABN 32 005 315 917 (Mercer) was completed.

This means that AAML managed fund holdings, balances, investor details and any applicable adviser details have transitioned to Mercer. More information on the transition to Mercer.

BT Classic Investment Funds


BT Investment Funds


BT Investor Choice Funds


Wholesale Plus Funds


Wrap Essentials Investment Funds




BT Protection Plans

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.


Each year we’re required to complete an assessment of BT’s superannuation products. View the results of each assessment.

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.

Currently there are no disclosure notices for our managed funds.

Supplementary disclosure documents

Supplementary disclosure documents are now included with the full PDS on the "Download" page for each product - please return to the Product disclosure documents page to access these documents.