Media centre
For all media enquiries in relation to BT Financial Group's strategy, products and services please contact the media relations team.
For all enquires please contact
Coran Lill
Senior Media Manager
BT Financial Group
Telephone +612 8253 2735
coran.lill@btfinancialgroup.com
Media Releases
BTFG's response to the Productivity Commission Inquiry into Superannuation
BT Financial Group head of superannuation Melanie Evans said for the superannuation system to deliver higher retirement savings, Australians needed a more open and competitive market.
FRIDAY, 20 JAN 2012. PDF size: 126kb
Advance named Best Fund Manager in Money Magazine
Advance Asset Management has been named Best Fund Manager in Money magazine's 2012 Best of the Best Awards. Advance has also been named Best Balanced Fund and Best Growth Fund for its Moderate Multi-Blend Wholesale Fund and Balanced Multi-Blend Wholesale Fund respectively.
THURSDAY, 8 DEC 2011. PDF size: 170kb
Phil Butterworth to join BT Financial Group
Long-time industry chief Phil Butterworth to become Managing Director of a new business unit which includes successful and established Magnitude business. Along with Butterworth, Mario Modica, Kon Costas and Andrew Rutter will join BT Financial Group to drive new initiatives to help advice practices grow.
WEDNESDAY, 9 NOV 2011. PDF size: 190kb
Head of Bank of Melbourne Private announced
Jonathan Ayres has been appointed the first head of the new Bank of Melbourne Private. General Manager of Private Wealth at BT Financial Group, Jane Watts, said she was delighted to have Jonathan on board to drive the growth of Bank of Melbourne Private in Victoria.
MONDAY, 31 OCT 2011. PDF size: 127kb
BT Financial Group scoops three insurance awards
BT Financial Group has won three awards at last night's prestigious annual AB+F Insurance Awards. It was also a finalist for General Insurance Company of the Year.
FRIDAY, 21 OCT 2011. PDF size: 125kb
Contents Insurance wins top award for second year in a row
Contents insurance available through Westpac, St.George, BankSA and Bank of Melbourne has again been awarded a 5-star rating and taken out the Canstar Cannex National Award for Outstanding Value Contents Insurance.
THURSDAY, 20 OCT 2011. PDF size: 124kb
Asgard releases details on Infinity eWRAP ahead of major national roadshow
Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.
WEDNESDAY, 12 OCT 2011. PDF size: 306kb
Westpac launches virtual financial planning service
Westpac has launched its first virtual financial planning service, allowing customers in remote locations to talk face to face with a financial planner based in Sydney via video-link using real-time technology.
WEDNESDAY, 28 SEP 2011. PDF size: 106kb
Asgard set to transform platform investing with Infinity
Asgard today announced it will launch a significant new addition to the award-winning Asgard platform, which will target investors with lower balances or specific needs.
MONDAY, 26 SEP 2011. PDF size: 195kb
BTFG responds to Government's Stronger Super reforms
BT Financial Group, one of Australia's largest superannuation providers, says the flexibility the Government has included in its Stronger Super announcement will provide a solid foundation for the future of retirement savings in Australia.
WEDNESDAY, 21 SEP 2011. PDF size: 176kb
Advance launches three new funds
Advance Asset Management has launched three new sector multi-blend funds:
- Advance Alternative Strategies Multi-Blend Fund
- Advance Asian Shares Multi-Blend Fund; and
- Advance Cash Multi-Blend Fund.
TUESDAY, 23 AUG 2011. PDF size: 195kb
BT Insurance awarded highest possible rating
BT Insurance has been awarded an "A*" rating for claims processes and customer service by independent consultancy, The Risk Store.
THURSDAY, 18 AUG 2011. PDF size: 165kb
Advance named Fund Manager of the Year
Advance Asset Management has been named Fund Manager of the Year at the Financial Review Smart Investor Blue Ribbon Awards 2011.
WEDNESDAY, 17 AUG 2011. PDF size: 138kb
Chris Caton to hit airwaves following record investor interest
BT Financial Group, one of the country's largest wealth managers, will commence a one-off advertising campaign from Friday 12 August, 2011, aimed at reassuring investors after an extraordinary week on the global share markets.
FRIDAY, 12 AUG 2011. PDF size: 48kb
BT Insurance achieves early success with BT Protection Plans
Dealer groups and financial advisers have given strong early support to BT Financial Group's new end-to-end life insurance solution BT Protection Plans which was launched earlier this year.
TUESDAY, 05 JUL 2011. PDF size: 215kb
BT Wrap launches market leading tax and trading tools
BT Wrap has launched major new tax and trading tools, many of which are market leading in the Australian market.
MONDAY, 04 JUL 2011. PDF size: 143kb
Things you need to know about your super before the end of June
With just a few days left until the end of the financial year, there's still time for Australians to take steps to protect and grow their retirement nest egg.
THURSDAY, 23 JUN 2011. PDF size: 194kb
AdviserNETgain launches major integration with BT Wrap
Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity.
WEDNESDAY, 01 JUN 2011. PDF size: 120kb
BT Financial Group appoints Head of Practice Management
Mark Spiers, General Manager Advice today welcomed BT Financial Group’s new Head of Practice Management Wes Hall into the fold.
MONDAY, 30 MAY 2011. PDF size: 50kb
BT Wrap unveils online enhancements ahead of year-end
BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its Wrap DeskTop.
THURSDAY, 26 MAY 2011. PDF size: 118kb
BT Financial Group Appoints Head of Retirement
David Lees, General Manager - Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June.
TUESDAY, 18 MAY 2011. PDF size: 102kb
BT Financial Group's response to Federal Government's Future of Financial Advice announcement
BT Financial Group (BTFG) has responded to the Government's Future of Financial Advice (FOFA) announcement today.
"Australia's superannuation savings pool is set for extraordinary growth and we have to make sure our super and investment system is credible and trustworthy with customers' best interests at its heart. We support what the Government is trying to achieve - improved transparency and increased investor confidence in the industry," BTFG's Chief Executive, Brad Cooper, said.
THURSDAY, 28 APR 2011. PDF size: 177kb
Asgard revamps its insurance offering
Asgard has upgraded its insurance offering, Asgard Personal Protection Package, delivering new online application and tracking tools as well as product enhancements including the introduction of a unique Mortgage Acceptance Cover feature.
WEDNESDAY, 30 MAR 2011. PDF size: 123kb
BT Wrap helps solve excess super contributions tax enigma
While industry debate on excess super contributions tax continues to gather steam, BT Wrap has released its Super Contributions Tracker allowing advisers to generate up-to-date contribution reports for their super clients.
MONDAY, 28 MAR 2011. PDF size: 106kb
Asgard partners with AIOFP for platform solution
Asgard today announced its eWRAP platform will provide a new private label solution to the Australian Association of Independently Owned Financial Planners (AIOFP) via their member owned product relationship business, Personal Choice Management Pty Ltd (PCM).
TUESDAY, 8 MAR 2011. PDF size: 121kb
BT Wrap's new badge reports underpin dealer group support
BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs.
MONDAY, 28 FEB 2011. PDF size: 270kb
BT Life Insurance launches to the independent financial adviser market
BT Financial Group will deliver a fresh approach to the life insurance sector by extending their insurance footprint and launching an independent financial adviser (IFA) end-to-end solution.
MONDAY, 14 FEB 2011. PDF size: 254kb
Stronger super the catalyst needed for unified sector reform
BT Financial Group has endorsed the Federal Government's response to the Cooper Review as the most significant opportunity for the sector to increase access and engagement in super and drive better retirement outcomes for all Australians.
THURSDAY, 16 DEC 2010. PDF size: 109kb
Top Accolades for Home and Contents Insurance
Westpac and St.George banks' Home and Contents Insurance, underwritten by Westpac General Insurance Limited, was recognised with top awards from Canstar Cannex and Money Magazine reflecting the outstanding value and quality cover for customers' homes and treasured possessions.
MONDAY, 6 DEC 2010. PDF size: 224kb
Insurance appointments bolster integrated service offering
Mark Smith, General Manager of Insurance, today announced two key appointments to BT Financial Group's insurance business. Daniel Musson has been appointed to the role of Head of Bancassurance from his most recent role at Bank of Queensland and Jim Glossat has been promoted to Head of General Insurance.
WEDNESDAY, 17 NOV 2010. PDF size: 106kb
AdviserNETgain takes ongoing advice to the next level
AdviserNETgain, an online financial planning solution that integrates advisers? front and back office, has released its new bulk review feature enabling the production of an unlimited number of review advice documents in one process.
TUESDAY, 16 NOV 2010. PDF size: 106kb
BT Financial Group "Best of the Best" in Customer Service.
BT Financial Group (BTFG) reigned supreme at last night's Australian Service Excellence Awards taking out two top line honours - the blue ribbon award, "Best of the Best" for Outstanding Excellence in Customer Service, as well as taking home top prize for 'Division of a Large Business'.
WEDNESDAY, 10 NOV 2010. PDF size: 154kb
BT Super For Life Tops $1Billion And Saves Cutomers $10Million In Fees
BT's multi-award winning super fund, BT Super for Life, has reached its first billion dollars in funds under management – proving Australians are eager to engage with their super via a low-cost and simple superannuation solution.
FRIDAY, 1 OCT 2010. PDF size: 93kb
Magnitude tackles the future at fifth annual conference
Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, "Swing of the Pendulum," against the backdrop of Byron Bay.
TUESDAY, 28 SEP 2010.
Matthew Englund appointed head of dealer groups
Mark Spiers, BT Financial Group's General Manager of Advice, today announced the appointment of Matthew Englund to Head of Dealer Groups, which incorporates Securitor and Magnitude, following the resignation of Neil Younger.
TUESDAY, 21 SEP 2010. PDF size: 110kb
BT Wrap and Asgard platforms dominate AFR Smart Investor Awards
The calibre of BT Financial Group's two platform businesses and the people who support them was reflected with BT Wrap and Asgard both taking home awards at the annual AFR Smart Investor Blue Ribbon Awards.
FRIDAY, 17 SEP 2010. PDF size: 80kb
Securitor set to accelerate adviser numbers
Advisers looking to thrive in a changing environment are being targeted to transition their practice to Securitor and grow their business to a full Fee for Advice offer, no matter what their business model or their stage of progress on this inevitable path.
MONDAY, 13 SEP 2010. PDF size: 91kb
Securitor: Having real client conversations
Transitioning to Fee for Advice - Masterclass
The Association of Financial Advisers and Securitor have come together to provide financial advisers with practical tools and ideas to help them work towards a fee for advice pricing model.
The 'Future of Financial Advice' breakfast masterclasses, being held during September in Sydney, Melbourne and Brisbane, will focus on how to have real conversations with clients about their needs and the value of professional advice.
WEDNESDAY, 1 SEP 2010. PDF size: 75kb
Asgard kicks off 3-year equities roadmap with custodial shares and corporate actions solution.
Asgard has launched its custodial shares solution through eWRAP Investment giving advisers the ability to manage their clients' corporate actions online by allowing the platform to take delivery of all the client's shares information.
MONDAY, 16 AUG 2010. PDF size: 35kb
Recognition for BT Super for Life's simplicity
BT's quest to help more Australians understand and engage with their super was recognised at the recent Australian Superannuation Funds Association (ASFA) Communication Awards.
FRIDAY, 23 JUL 2010. PDF size: 46kb
Engaging workers in a competitive super market remains key
In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System.
WEDNESDAY, 7 JUL 2010. PDF size: 125kb
Asgard - making a difference for advisers at tax time.
As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients' personal tax deductions in super.
MONDAY, 5 JUL 2010. PDF size: 41kb
BT Life Insurance bolsters technical capability
BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.
THURSDAY, 1 JUL 2010. PDF size: 32kb
DKN signs for another 5 years with BT Wrap
BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between the two groups.
THURSDAY, 1 JUL 2010. PDF size: 33kb
Ron Mehmet appointed Portfolio Manager, Fixed Interest at Advance
Patrick Farrell, Head of Advance Investment Solutions at BT Financial Group, today announced the appointment of Ron Mehmet as Portfolio Manager, Fixed Interest.
MONDAY, 10 MAY 2010. PDF size: 64kb
BT goes 3D to help boost investor confidence
BT Financial Group has embarked on a new integrated marketing campaign using 3D innovations to re-engage investors on the need to think and act long-term when building retirement wealth.
FRIDAY, 7 MAY 2010. PDF size: 121kb
Supercharging a more streamlined super system
The fact workers will have a 12 per cent Superannuation Guarantee (SG) by 2019-2020 highlights the significance of the Super System Review reforms proposed in March this year, according to BT Financial Group.
SUNDAY, 2 MAY 2010. PDF size: 92kb
Executive changes and new business lines at BT Financial Group
BT Financial Group (BTFG) today announced a restructure of its senior executive team with a number of key internal appointments following the resignation of one of its General Managers, Geoff Lloyd.
FRIDAY, 9 APR 2010. PDF size: 36kb
BT welcomes SuperStream
Brad Cooper, Chief Executive of BT Financial Group, today welcomed the Cooper Review's SuperStream recommendations and said, if implemented, they would bring about the single biggest improvement to Australians' retirement savings since the Superannuation Guarantee was introduced.
MONDAY, 22 MAR 2010. PDF size: 27kb
BT Wrap responds to increasing equity demand with multi-client bulk order trading
BT Wrap today launched another round of platform enhancements delivering optimum trading functionality to meet increasing adviser and client demand for equities and Exchange Traded Funds (ETFs).
MONDAY, 15 MAR 2010. PDF size: 33kb
BT advice on how to simplify super
Most Australians don't understand one of their largest assets - but want help to simplify it.
MONDAY, 22 FEB 2010. PDF not currently available.
BT releases Super System Review Phase Two: Operation and Efficiency paper
In its submission to Phase 2 of the Super System Review, BT has outlined a plan for the superannuation industry to make dramatic changes to fund portability, reduce costs and increase engagement by removing systemic infrastructure inefficiencies.
THURSDAY, 17 DEC 2009. PDF size: 761kb
BT releases blueprint for super industry efficiency
In its submission to Phase 2 of the Super System Review, BT has outlined a plan for the superannuation industry to make dramatic changes to fund portability, reduce costs and increase engagement by removing systemic infrastructure inefficiencies.
THURSDAY, 17 DEC 2009. PDF size: 26kb
BT's Wrap Essentials Responds to Client Demand
Changing market conditions has seen Wrap Essentials revamp its platform offering in response to adviser and client demand for simpler products, quality investment options and easy administration.
TUESDAY, 1 DEC 2009. PDF size: 37kb
BTFG Achieves Excellence In Customer Service
The BTFG Customer Service team scooped the pool at the recent CSIA Australian Service Excellence Awards recognising the team's high standards of management, training and commitment to service excellence.
SATURDAY, 31 OCT 2009. PDF size: 27kb
BT Investment Management Limited appoints new CEO
BT Investment Management Limited (BTIM) today announced that Mr Emilio Gonzalez has been appointed as Chief Executive Officer. Mr Gonzalez will join BTIM on 21 January 2010 with Mr Brian Scullin remaining as Executive Chairman in the interim.
FRIDAY, 23 OCT 2009. PDF size: 46kb
BT Wrap first to market with new annuity product
BT Wrap today announced the first unitised annuity investment option available on an Australian platform for financial advisers and clients increasingly concerned about securing a regular income in retirement.
THURSDAY, 22 OCT 2009. PDF size: 25kb
Wrap launches SMSF enhancements for advisers and accountants
BT Wrap today unveiled its latest round of platform enhancements designed to help advisers and accountants work together to more efficiently manage their self managed super fund (SMSF) clients.
MONDAY, 21 SEP 2009. PDF size: 45kb
Piers Bolger appointed Senior Manager, Research And Product At BTFG
Matt Englund, Head of Practice Management at BT Financial Group, today announced the appointment of Piers Bolger as the new Senior Manager, Research and Product effective 12 October.
THURSDAY, 27 AUG 2009. PDF size: 32kb
BT Wrap to provide Merrill Lynch's Investment Wrap platform
Chris Freeman, Head of BT Wrap, today announced they have signed a 3-year agreement with Merrill Lynch to provide a badged platform investment solution.
TUESDAY, 4 AUG 2009. PDF size: 36kb
Advance Global Property Fund offers access to global real estate investment
Advance Asset Management Limited (Advance) today announced that Australian retail investors have exclusive access to CBRE Global Real Estate Securities (CBRE GRES) through the Advance Global Property Fund which is now available on the Asgard, BT and Colonial First State platforms.
WEDNESDAY, 10 JUN 2009. PDF size: 31kb
Expanded Shadforth Financial Group signs partnership with BT's Wrap Platform for a further 3 years
BT Financial Group is pleased to announce it will extend its existing relationship to provide BT Wrap platform solutions to leading advice group Shadforth Financial Group for another three years.
TUESDAY, 9 JUN 2009. PDF size: 133kb
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