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Westpac and BT – helping you through your financial life
As part of our Group and one of Australia’s leading wealth experts, BT has been helping Australians build and protect their wealth since 1969.
With 50 years’ experience BT can help you plan for today and tomorrow by helping to identify ways to make more of what you have and empowering you to make smarter, confident financial decisions.
Things you should know
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 (BTFM) is the trustee and issuer of interests in BT Super for Life and Panorama Super, which are part of Retirement Wrap ABN 39 827 542 991, RSE R1001327. BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) administers Panorama Super. BT Super Invest is part of Panorama Super. Westpac SuperCheck involves a search for superannuation being undertaken by BTFM. BTPS operates Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) and the BT Cash Management Account Saver (BT CMA Saver). Together, these products are referred to as the Panorama products.
The Product Disclosure Statement (PDS) for BT Super for Life and Financial Services Guide (FSG) for BTFM can be obtained by calling 1300 653 553, or by visiting bt.com.au. The PDS for BT Super Invest and the Panorama FSG can be obtained by calling 1300 881 716, or by visiting bt.com.au. A PDS or other disclosure document for the Panorama products can be obtained by contacting us on 1800 622 910 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS and FSG before deciding whether to acquire, continue to hold or dispose of interests in the relevant product.
BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available by contacting BTPS.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposit products, Westpac securities and BT CMA acquired through the Panorama products, an investment acquired using the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments acquired through the Panorama products.