Adviser registration and change of details (PDF 310 KB)
Dealer Groups registration and change of details (PDF 304 KB)
Single investor transfer form (PDF 264 KB)
Bulk investor transfer form (PDF 275 KB)
BT adviser exchange access request form (PDF 175 KB)
Application form (BT PPM) (PDF 6.39 MB)
Set up an advice fee arrangement form (PDF 136 KB)
BT Panorama adviser registration form (PDF 75 KB)
Dealer Group registration form (PDF 696KB)
Support staff registration form (PDF 119 KB)
Panorama user agreement (PDF 40 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Target Market Determination(s) are available at bt.com.au/tmd
BT Panorama Super – Product Disclosure Statement (PDS)
(PDF 8,455 KB)
Establishing an SMSF (PDF 790KB)
SMSF basic conditions (PDF 128 KB)
SMSF Investments (PDF 312 KB)
SMSF income streams (PDF 181 KB)
Insurance in an SMSF (PDF 190 KB)
SMSF and Estate Planning (PDF 193 KB)
BT Business Super – Request to transfer form (PDF 210 KB)
BT Business Super – Fund nomination form (PDF 156 KB)
BT Lifetime Super – Request to transfer form (PDF 112 KB)
BT Lifetime Super – Fund nomination form (PDF 149 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Code of Banking practice (PDF)
Target Market Determination(s) are available at bt.com.au/tmd
Target Market Determination(s) are available at bt.com.au/tmd
BT Panorama Investments Investor Guide (PDF 788 KB)
Panorama Financial Services Guide (FSG) (PDF 307 KB)
Westpac SFI PDS (PDF 1.08 MB)
Westpac Instalment Warrants FSG (PDF 56 KB)
Westpac Instalment Warrants Net Nominees FSG (PDF 2.07 MB)
ASX Understanding Trading and Investment Warrants (PDF 2.07 MB)
SFI Disclosure guide 2014 (PDF 229 KB)
SFI Taxation guide 2014 (PDF 56 KB)
PEL application form (PDF 923 KB)
PEL approved securities list (PDF 761 KB)
PEL supplementary PDS (PDF 761 KB)
PEL Product Ruling (PDF 101 KB)
Application form (BT Aspire) (PDF 1.32 MB)
BT Protection Plans PDS (PDF 2.9 MB)
BT Protection Plans customer guide (PDF 872 KB)
Application form (PDF 2.67 MB)
Premium holiday request (PDF 277 KB)
Alteration request (PDF 40 KB)
Direct debit request (PDF 568 KB)
Nomination of beneficiaries (PDF 144 KB)
SuperWrap Application for continuation option (PDF 133 KB)
Wrap Application for continuation option (PDF 136 KB)
Application for additional benefits (PDF 209 KB)
BT Protection Plans customer guide (PDF 872 KB)
Life Insurance claims statistics flyer (PDF 1.06 MB)
BT's Strategy for Sustainable Growth (PDF 522 KB)
This website may contain financial product advice and has been prepared for use by advisers only. It must not be made available to any retail client and any information contained in it must not be communicated to any retail client or attributed to any company in the Westpac Group. It is not the intention of any member of the Westpac Group that the information on this website be used as the primary source of the readers’ information but as an adjunct to their own resources and training. It should not be considered a comprehensive statement on any matter or relied upon as such.
No company in the Westpac Group makes any representation or warranty of any kind that the information is accurate, complete, up-to-date or fit for any purpose or accepts any responsibility or liability arising as a result of or in connection with any person relying on the information, including by reason of negligence for errors in, or omissions from, the information.
This information has been prepared without taking into account the personal objectives, financial situation or needs of any investor. For this reason, before acting on the information an investor should consider its appropriateness to their objectives, financial situation or needs.
Information available on this website that has been provided by third parties has not been independently verified and no company in the Westpac Group is in any way responsible for such information.
Call us on 1300 783 143
(Mon-Fri 8:00am-6:30pm,
Sydney time)