The support of financial experts

BT can help your employees prepare for their best financial future. It’s our goal to be the number one service provider to all employers and this was recently recognised by Roy Morgan who awarded BT with Business Superannuation Manager of the Year for 2013. BT Super has been recognised by independent super ratings organisations, receiving top rating from Chant West and Heron Partnership.


All BT employers and their employees have access to our Customer Relations team who are able to answer the day-to-day questions you and your employees might have, such as account balances, insurances, and general transactional queries.

Additionally, qualifying employers with a large employee base have a dedicated Onboarding Manager for the initial transition, as well as Relationship Manager and a Client Executive to provide ongoing service and support throughout the life of their plan.

 

For large employers only
 

  • Onboarding Manager
    When you join BT, an Onboarding Manager will work with you to establish your new plan. This will include an engagement and communication plan for your key staff, a calendar of events tailored to your unique operating rhythm, and support engage and onboard your employees.

  • Client Executive
    When the onboarding process is completed, a Client Executive will arrange training on the administrative system QuickSuper and provide ongoing support to your payroll staff to make sure they can easily set up contributions from your existing payroll system.

  • Relationship Manager
    A Relationship Manager is the primary contact at employer level to provide strategic input into all aspects of legislative compliance, benefit design and member engagement. Our Relationship Managers help with member engagement programs (including coordinating resources of the broader BT team nationally), prepare for and proactively participate in policy committee meetings, and discuss the best programs, ideas and initiatives from the broader Westpac Group and make them available to employers and employees as appropriate.

 


Since 1969, BT has been helping customers in Australia and New Zealand to create, manage and grow their wealth through super, investment, gearing and retirement income products and services. Our advice networks have more than 1,500 financial planners, making it one of the largest in the country.

 

Advance Asset Management

Advance Asset Management (Advance), is BT’s wholly owned ‘in-house’ asset management business and manages the underlying assets and strategy of BT’s MySuper investment solution for BT Lifetime Super – Employer Plan. They have a stable investment team with an average of over 19 years industry experience across the team.

 

BT Investment Management (BTIM)

The BTIM team manages assets in Australian shares, Australian listed property, Australian fixed interest, cash and alternative investments. BTIM is listed on the Australian Securities Exchange and manages A$62.05 billion (31 March 2014) for investors. BTIM is majority owned by the Westpac Group. BTIM manages a number of diversified and single sector funds on the BT Lifetime Super Employer Plan investment menu and manages BT’s MySuper investment solution for BT Business Super.

 

In 2014, the BTIM team was awarded Fund Manager of the Year from Money Magazine.

 


BT takes an active role in your financial education and that of your employees. Through the employee site section, your employees can access a range of online tools and training as well as community information through Ruby Connection, Davidson Institute and our social media channels.

 

During the onboarding period, we provide the essential training to payroll staff for the administrative system QuickSuper, either over the phone or online with our online help guides.

 

Workplace Education Seminar series

For BT Employers with a large employee base, BT offers a range of seminar topics that can be delivered at your workplace. Topics include:

  • Annual Super seminar
  • Federal Budget Update
  • Investment Choice seminar
  • Retirement seminar
  • Market and Investment Update
  • Salary Sacrifice and Government Co-contribution seminar

 

Financial learning with the Davidson Institute

The Davidson Institute is Australia's First School of Money, where people can learn everything from the basics of managing and investing money to more advanced concepts. Delivery of courses could be online or face-to-face. The institute is able to offer your employees education, personal development and a community that your company can integrate into your existing Learning and Leadership Development Programs.

 

Ruby Connection for women

The Ruby Connection is an interactive online community initiated by Westpac and designed to inspire, educate and connect women of all occupations across Australia. Westpac is the only Australian bank with support exclusively dedicated to supporting women. The Westpac Women’s Markets team works alongside women to help them build sustainable and profitable futures.

 

Speak to a BT Consultant

If you have any questions about your super.

Call us on 132 135

Employee Learning

As part of your employees' membership they get access to a host of tools, articles and videos. For qualifying businesses our Onboarding team can help them with everything they need to know about super, and provide workplace education seminars.

Visit our Employee Centre