Westpac and BT

Westpac acquisition of BT

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

BT is one of Australia’s leading wealth management companies, which has been helping Australians protect, manage and grow their wealth since 1969.

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
  • 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 monitor other investments with BT Financial Group, log in to Westpac  Share Trading or log in to BT Online.

Things you should know

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments and BT Invest, and administers Panorama Super and BT Super Invest. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 RSE Licensee L0001090 (BTFM) is the trustee and issuer of Panorama Super and BT Super Invest, which is part of Retirement Wrap ABN 39 827 542 991. 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 Invest Cash Management Account (BT Invest CMA), (together, the Panorama products).

A Product Disclosure Statement and other disclosure documents (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of the Panorama products.

BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, the BT CMA, the BT Invest CMA, or underlying bank accounts held at Westpac through their Panorama Super or BT Super Invest cash account acquired through the Panorama products, investments through the Panorama products are 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 the Panorama products.

For the Target Market Determination for these products please refer to www.bt.com.au/tmd.