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Sustainability reporting

We provide regular reporting and seek to assist stakeholders to assess our performance over time and against key benchmarks.

We recognise the importance to our stakeholders of providing regular reports on our performance, and we apply and map against leading reporting standards. We continue to review our reporting to assist in ensuring we are meeting investor and stakeholder requirements.

  • Performance reporting
  • Additional annual disclosures
  • Benchmark reporting

Performance reporting

We report on the financial and ESG performance of our business.

Each year, interim reporting is released in May and annual reporting is released in November - with these disclosures including sustainability updates.

We apply external, leading standards to the development of our annual sustainability reporting as follows.

Global Reporting Initiative (GRI) Standards (2016)

We have applied the Global Reporting Initiative (GRI) framework and standards since publishing our first sustainability report in 2002.

For more information on our application of the GRI Reporting Standard please see the GRI Index in our Sustainability Appendix, part of Annual Reporting Suite.

Independent Assurance

We have sought independent limited assurance over our sustainability reporting since publishing our first sustainability report in 2002. Our current assurance partner is PwC.

Our sustainability reporting is subject to independent limited assurance performed in accordance with the Australian Standard on Assurance Engagements 3000 Assurance Engagements Other Than Audits or Reviews of Historical Financial Information (Revised).

The Global Reporting Initiative Standards and the United Nations Environment Program Finance Initiative (UNEPFI) Principles for Responsible Banking (PRBs) are also used by our assurance provider as criteria against which to assess disclosures associated with alignment to the and GRI Standards and PRBs.

The most recent assurance opinion can be found in our latest Sustainability Supplement.


Additional annual disclosures

We provide annual disclosures in alignment or in response to:

  • Climate Active, formerly, the Australian Government’s National Carbon Offset Standard (NCOS) Carbon Neutral Program
  • Toitū carbonzero programme 
  • The Equator Principles
  • The Australian Modern Slavery Act 2018 (Cth) and the United Kingdom’s Modern Slavery Act 2015 (UK
  • The UN Global Compact Communication on Progress
  • The UN Principles for Responsible Banking.


Additional reporting and disclosures relating to sustainability in wealth management can be found on the BT Financial Group website.


We actively participate in independent external assessments by sustainability and governance rating organisations that benchmark us against global standards of governance.

  • Dow Jones Sustainability Index
  • CDP