bt adviser

See our Cookie Policy for more information. At some point in our lives, many of us will face difficult circumstances and need some extra help or care. Access forms & disclosures and learn more from our educational resources and webinars, Challenger annuities via Asset Administrator, Managed Portfolios (SMA) – Professional Investment Managers, how different requests can be submitted digitally, Many of the requests you need to submit to us can be submitted in a digital form. Email:  BT Adviser Exchange Access Request Form (PDF 175 KB) Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products. Any taxation position described is a general statement and should only be used as a guide. For members who joined the Scheme on or from 1 April 1986 but before the Scheme closed on 31 March 2001. If you're still using older versions of IE, we highly recommend you upgrade to benefit from IE’s latest browser performance, security and privacy features. For members who joined the Scheme between 1 December 1971 and 31 March 1986, Section C For all important updates, please check the Important notices section after you've logged in. We’re here to help you support your clients. Please enter your adviser code and PIN below. BT Academy makes it even easier to stay current with news, practice management insights and product strategies. Kontakt oss. Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products. BT is here for you throughout the COVID-19 pandemic. Investor: 1800 998 185, Monday to Friday, 8:30am – 7:00pm (Sydney time) You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. life.insurance@btfinancialgroup.com Investor: 1300 657 010, Adviser: 1800 731 804

We're releasing Tax Statements from late July to October, depending on when we receive tax information from fund managers and share registries. If you are an adviser who has registered to use the BT Wrap or BT Super Wrap website, please click here to login.

BT supports financial advisers with a range of solutions to help you in the day to day running of your business. Passwords are case sensitive.

Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account. View all solutions. BT Protection Plans provide flexible cover options for your clients.

Use this form to set up a New Adviser for BT Retail/Corporate Super or Margin Lending products or for changes to details of an existing Adviser. Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security. asklifeclaims@BTFinancialgroup.com, Call 1300 784 207, Monday to Friday, 8:00am - 6:30pm (Sydney time). BT Online BT Adviser Exchange: 1800 025 127: 61 2 9274 5780: Monday to Friday 8.00 a.m. - 6.30 p.m. (Sydney time) Wrap/SuperWrap Wrap Desktop: 1300 360 899: 61 2 9274 5784: Monday to Friday 8.00 a.m. - 6.30 p.m. (Sydney time) Margin Lending BT Online Margin Lending Desktop: 1800 671 409: 61 2 9274 5782: Monday to Friday 8.30 a.m. - 5.30 p.m. (Sydney time) Important information: General …

BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). If you have a service enquiry, call us. Use our Estimator Tool to see if or when your client's tax statement is available via our dedicated End of Financial Year website www.bt.com.au/wrapeofy. Please ensure your CAPS LOCK key is turned off. 0. Tipstelefon: 02211.

January 2, 2020. BT Fordel. Your individual situation may differ and you should seek independent professional tax advice. 8:00am – 6:30pm Sydney time Monday – Friday . gold.life@BTFinancialgroup.com BT Protection Plans Adviser Guide 010120. Investor: 1300 881 716, Monday to Friday, 8:00am – 6:30pm (Sydney time), Adviser: 1300 360 899 The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it.

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Panorama onboarding & navigation instructions, Instructions for reducing pension minimums, Adviser: 1300 784 207 BTPS has announced the appointment of Chris Cheetham as Trustee Director.

Email. We use cookies to secure and tailor your web use. Register here: My Clients. ​Our annual Member Newsletter is now live on the website and is being mailed to our members throughout September. © BT - Part of Westpac Banking Corporation. Section C closed to most active members on 30 June 2018, but remains open to members holding a “GAD passport” following a previous transfer from another employer. To view reporting for BT Super, click the BT Super menu item in the left hand navigation under the My Business tab. Professional For the last 50 years we’ve been helping advisers achieve their very best with smart technology, support and tools. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. In 2017, BT paid $384 million in claims benefits providing financial assistance to over 3,700 customers and their families.

By continuing to use this site we assume you're ok with our notice. Member Advice Fee Cancellation – BT Lifetime Super – Employer Plan (PDF 167 KB). Your investor number is M followed by 8 numbers eg M01234567 (the character after M is zero) Underwriting/Adviser Guides; BT Insurance; BT Protection Plans Adviser Guide 010120. There are a number of advisers - professional bodies and individuals - who play an important part in advising the Trustee in its running of the BT Pension Scheme. Please select your membership status to continue. Comprehensive and flexible wealth management solutions for your clients in the areas of investing, SMSF, super and insurance. the new Adviser. Prepare for your best financial future – discover how our superannuation accounts can help you save for retirement. For the last 50 years we’ve been helping advisers achieve their very best

You can also use this form to amend or replace an existing advice fee arrangement on their BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of their application form on or after 1 July 2013. Member Advice Fee set up – BT Lifetime Super – Employer Plan (PDF 72 KB), Cancel an Advice Fee Arrangement (PDF 74 KB). Adviser Registration and Change of Details Forms (PDF 310 KB).

There are a few points to be aware of if you have a client who will be submitting a request to access their super early. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Today, BT is continuing to invest in smart technology, support and tools that enable advisers to deliver an even greater experience for their clients. Next article OnePath OneCare PDS 130419 SPDS 010220 The riskinfo Resource Centre makes extensive use of the PDF file format. Ideas and tips to help you to prepare for your best financial future. Use the form to cancel a monthly ongoing advice fee arrangement set up on or after 1 July 2013 by using the Advice Fee form (or Advice Fee section of your client's application form). E-post: 2211@bt.no.

You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. Læs nyhederne på B.T. Our notice explains how we use cookies and how you can manage them. Fax: 02 9274 5763, Claims If your dealer group is al­ready reg­is­tered for BT Panorama, complete the adviser form.

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