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Westpac and BT Financial Group

Westpac acquisition of BT

Westpac Banking Corporation wholly acquired BT Financial Group (BT) in 2002.

As one of Australia's leading investment managers BT currently manages and administers over $95 billion1 in funds through managed investments, superannuation and retirement products, Wrap platforms and margin lending.

Investing with BT

Our customers range from personal investors to financial advisers and institutional investors. Westpac customers have access to a full range of financial products and services from BT, including:

  • Managed investments, including BT multi-manager funds
  • Margin lending
  • Wrap platforms to help you manage your investments
  • Personal superannuation
  • Retirement income streams (pensions and annuities)
  • Life insurance and income protection insurance.

 

Find out more about our full range of superannuation services for employers and employees by visiting the BT website.

To see and manage a BT Super for Life account sign in to Westpac Online Banking.

To monitor other investments with BT Financial Group, log in to Westpac Broking or log in to BT Online.

Things you should know

1. Current as at 8 April 2009.

BT Funds Management Limited (ABN 63 002 916 458) is the trustee of BT Super for Life (ABN 53 398 474 034) and is the issuer of interests in BT Super for Life. You can download a Product Disclosure Statement (PDS) for BT Super for Life. Alternatively it can be obtained by calling 1300 653 553. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Super for Life.

A Financial Services Guide for BT Super for Life can be obtained by downloading it, calling 1300 653 553, visiting www.bt.com.au or from any Westpac branch.

An investment in this product is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the product. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the product.