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BT Financial Group

BT Financial Group
PO Box H4, Australia Sq
2001
Tel: 02 9259 2400
Fax: 02 9259 9800

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BT launches online TFN recording service


In a move designed to make managing super easier, BT Financial Group has launched an online tool to capture and update customer’s Tax File Number (TFN) information in the lead up to the 1 July super reforms.

From 1 July, there will be new ramifications of not providing a valid TFN. These are that pre-tax contributions, such as employer contributions and salary sacrifice, may be taxed at the highest marginal tax rate (plus Medicare levy), and after tax contributions, including voluntary contributions, will not be accepted at all.

According to BT, an online service was the simple and efficient means of updating and providing TFN details.

BT’s new online process means there is no need to fill in paper forms, or fax details. It is a matter of keying in a few details on the PC or laptop.

BT think it is important to make processes as simple as possible for its members to ensure they would not be paying any unnecessary tax when the new super reforms come into effect.

Its online TFN service is part of a wider BT campaign to inform members of the super changes, as well as the opportunities, and obligations.

They have also established a dedicated line and have been writing to members to let them know about the new developments around TFN provision.

The new secure online TFN process can be accessed from the home page of the new BT public Website. People can check whether a valid TFN is currently held with BT, and if not, they can validate their details and provide their TFN securely online.

23-May-2007

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BT Financial Group News


BT bags CSIAs Australian Service Excellence Award (24-Aug-2007)
BT Financial Group’s focus on making investing easy has been recognised by the Customer Service Institute of Australia (CSIA) which has awarded BT Customer Solutions the winner of the 2007 Australian Service Excellence Awards in the medium business category.

BT appoints Watson Wyatt as investment consultant (12-Jul-2007)
BT Financial Group has appointed internationally recognised investment consultant, Watson Wyatt, to provide independent consulting services and manager research to the group’s Investment Solutions team.

A new member joins BT Australian Equities team (1-Jun-2007)
BT Financial Group has announced that Jim Taylor will join its Australian Equities team as a Portfolio Manager.

BT margin lending exceeds $4.2bn (22-May-2007)
BT Financial Group margin lending has now exceeded $4.2bn in loans under administration.According to BT, growth in margin lending continues at a strong rate and this is being driven by financial advisers working with clients to increase their exposure to the equities markets while also tapping the potential tax effectiveness of gearing strategies.

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