Westpac bt super. “The completion of the merger and sale has created benefits for ...

Westpac bt super. “The completion of the merger and sale has created benefits for BT Super members, new opportunities for our people with a global investment and retirement specialist, and redefined the landscape of superannuation in Australia,” Westpac The BT Margin Loan was rebranded to the Westpac Margin Loan on 3 June 2024. The relevant Financial Services Guide (FSG) can be obtained by contacting your adviser or from the PDS downloads page. Note: BT Super Invest is currently only available for existing Westpac customers. . Jan 1, 2026 · Westpac personal superannuation fund is an individual super account that a client can manage alongside his everyday banking. Choose to invest in shares, ETFs, managed funds and more, all on one simple platform. May 26, 2022 · Westpac and BT Funds Management Limited (Trustee) have today entered into a Heads of Agreement to merge, through a successor fund transfer (SFT), BT’s personal and corporate superannuation funds with Mercer Super Trust. Through BT, you can access a range of solutions across super and investments, to help you plan for today and tomorrow. Apr 5, 2023 · The Mercer Super Trust is now one of the 15 largest funds in Australia, with roughly 850,000 members. Insurance cover in BT Super Invest is provided through TAL Life Limited ABN 70 050 109 450 AFSL 237848 (TAL Life). BTFM is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 (Westpac). If you have any further queries, please contact Mercer Super on 1800 682 525 Mon to Fri 8am – 7pm (AEST) or visit the Mercer website to find out more about the transfer. Westpac BT super enables you to: In 2019, Westpac Group announced changes to the structure of its wealth business, BT Financial Group. Further information about the insurance available through BT Super for Life is included in the PDS. Westpac and BT – we’re here to help 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. Apr 4, 2023 · Announced almost one year ago, the merger between Westpac's (ASX: WBC) BT Financial Group and Mercer has been successfully completed, creating a fund with $63 bi Introducing BT Super Invest. 230043 is the issuer of insurance cover offered through BT Super for Life. Westpac will report an after-tax gain of around A$225 million, after completing the sale of Advance asset Management to Mercer Australia and the transfer of BT personal and corporate superannuation funds to Mercer Super Trust. 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. BT Super Invest lets you design a super account as individual as you are, with shares, managed funds, ETFs and more - the choice is yours. Additionally, Westpac entered into an agreement to sell its Advance Asset Management business to Mercer Australia. Westpac Financial Services May 26, 2022 · The BT Funds Management Trustee has agreed to merge BT’s corporate and personal superannuation funds with Mercer Super Trust, marking another step in the simplification of Westpac. AIA Australia Limited ABN 79 004 837 861, AFSL No. If you have any further queries, please contact Westpac Margin Lending on 1800 816 222 Mon-Fri 8:30am-5:30pm (Sydney time) or visit the Westpac Margin Lending website to find out more. This included an exit from financial advice; with the private wealth, platforms, investments and superannuation businesses moving into Westpac’s expanded Business division; and the insurance business moving into Westpac’s Consumer division. 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. 8 billion managed on behalf of members in its BT Personal and Corporate Super funds to the Mercer Super Trust. May 26, 2022 · Westpac and BT Funds Management have entered into a Heads of Agreement to merge, through a successor fund transfer (SFT), BT’s personal and corporate superannuation funds with Mercer Super Trust. BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available. Apr 4, 2023 · Announced almost one year ago, the merger between Westpac's (ASX: WBC) BT Financial Group and Mercer has been successfully completed, creating a fund with $63 bi Westpac and BT – we’re here to help 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. May 26, 2022 · Westpac on Thursday announced it would transfer the $37. Important notice BT Super, BT Super for Life – Superannuation, BT Super for Life – Retirement or BT Super for Life - Westpac Group Plan account merged into the Mercer Super Trust on 1 April 2023. jqpjw rlmd uvr bdwvg xsmm bfdwmrwl fwetm ohkzf bwldg gmelvto