All Articles tagged with 'BT Financial Group'

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BT Financial Group platforms minimising EOFY adviser burden

From BT Financial Group

BT Financial Group continues to honour its commitment to minimise the administrative burden for advisers at tax time by delivering more resources and faster delivery of investor statements through its

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16 Aug 2013

BT Financial Group receives MySuper approvals for actively-managed lifestage funds

From BT Financial Group

BT Financial Group has received approval from the Australian Prudential Regulatory Authority for its MySuper licences and will launch actively-managed lifestage funds as its MySuper solution. A lifestage fund means

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07 Aug 2013

BT to refund customers after review of fees disclosed and charged

From ASIC - Australian Securities & Investments Commission

BT Financial Group (BT) will refund customers after it discovered that some of its Wrap and SuperWrap customers have been paying adviser fees in excess of disclosed percentage ranges. In

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03 Jul 2013

Westpac & St George to double female planners

From BT Financial Group

Westpac and St.George Financial Planning aims to double the number of women working in planner roles by 2015 to over 700 planners. This initiative will see current female representation

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22 Mar 2013

BT Financial Health Index reveals households under strain

From BT Financial Group

Almost a third of Australian households are living from pay cheque to pay cheque and an astonishing 17 per cent would struggle to find $500-$1000 to deal with an emergency,

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18 Feb 2013

BT Financial Group appoints Head of Retail and Corporate Superannuation

From BT Financial Group

Yesterday BT Financial Group (BTFG) announced the appointment of Ms Vicki Doyle as head of retail and corporate superannuation. The appointment is part of BTFG’s strategy to maximise the super

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22 Nov 2012

BT Financial Group launches Wrap Capital Protection

From BT Financial Group

BT Financial Group has announced a capital protection product that allows Australians the opportunity to generate growth in their retirement or investment portfolio while preserving a minimum outcome at the

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13 Nov 2012

BT Financial Group statement on Productivity Commission findings

From BT Financial Group

One of Australia’s leading superannuation providers has said the Productivity Commission’s recommendations for the selection and ongoing assessment of default funds in modern awards was a win for Australian workers. BT

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03 Jul 2012

Securitor launches new research website

Securitor has launched a new investment research and strategy website that gives advisers access to up-to-date, in-depth equities, product and thematic market research and commentary. The key information that advisers

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21 Feb 2012

BT Financial Group statement on Productivity Commission inquiry

From BT Financial Group

One of Australia’s leading superannuation providers today said the Government’s announcement of a Productivity Commission Inquiry was an important step for millions of Australian workers. BT Financial Group head of

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23 Jan 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]