Search company, investor...

BT Financial Group

Founded Year


About BT Financial Group

BT Financial Group helps Australians prepare for their best financial future and provide financial advisors with the support and tools they need.

Headquarters Location

Tower Two, International Towers 200 Barangaroo Avenue

Sydney, New South Wales, 2000,


+61 (0)2 9155 4070

Missing: BT Financial Group's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: BT Financial Group's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest BT Financial Group News

COVID-19 resurgence still top concern for financial advisers

Oct 17, 2021

COVID-19 continued to be top of mind for financial advisers and their clients in the September quarter, according to BT Financial Group. The firm found that among top five concerns that advisers wanted to discuss, two were related to covid and referred to the re-contributions of early release of super amounts and the extension of COVID-19 relief for self-managed super funds (SMSFs). “Some advisers are pleasantly surprised to learn that their clients can re-contribute the amounts they had withdrawn under the COVID-19 early release of super program, and that those re-contributions will not be counted towards their non-concessional contributions gap,“ BT technical services’ technical consultant, Tim Howard, said. Related News: “What’s more, clients have until 30 June, 2030, to make the re-contributions – and so have a long period in which to get the their retirement savings back to where they were.” As far as extension of COVID-19 relief for SMSFs was concerned, the Federal Government extended a range of reliefs measures for SMSFs to the end of the 2022 financial year and SMSF trustees who were unable to return to Australia, due to travel restrictions, would not see their fund’s residency status impacted. Following this, other concerns of advisers and their clients were related to owning property by SMSFs. “Advisers are asking for certainty around what the alternate solution may be, although they may already know the answer. They are double checking with us, as clients who are about to retire are regularly asking advisers whether they can move into the property owned by their SMSF,” Howard added. The other top concerns were the indexation of the transfer balance cap and removal of the excess concessional contributions charge.

Sep 15, 2021
BTFG appoints CEO

BT Financial Group Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

BT Financial Group Rank

BT Financial Group Frequently Asked Questions (FAQ)

  • When was BT Financial Group founded?

    BT Financial Group was founded in 1969.

  • Where is BT Financial Group's headquarters?

    BT Financial Group's headquarters is located at Tower Two, International Towers, Sydney.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.