BT Financial Group

after switching my super to bt panorama, thinking i was getting a good deal from a financial advisor. 7 months later im down $10,000. this company invests your money, but the problem is you get nothing in return. unless you are absolutely certain you will get something back from the investments, do not use this company for your super

Our mother unfortunately passed away, and she had an investment with BT. What a nightmare. everything else with the estate has now been finalised, and after sending in all of the requested forms in as originals, and certified by post they now are basically telling us that they do not have the documents and we have to start all over again. I… Read more

lodged several forms over a couple of months to finalise the estate, and all they did was to change my mailing address to the same one, and sent me 2 letters confirming this. If you value your sanity, DO NOT INVEST with BT.

After my mothers death we have had nothing but problems from BT they refuse to part with her money and keep making us jump through hoops , every time we do what they ask they then tell us you have to do something else they never contact you we have to keep chasing them I advise anyone who has money with them to withdraw there money before you die so your children do not have to go through this

To be honest I wouldn't give them any stars! We had a small investment for over 30 years - a Future Goals fund. Thankfully we did not rely on that for our future - it has barely doubled in that time. That being what it is, their customer service… Read more

and processes are the worst I have ever dealt with (to be fair the staff on the phone are fine but the processes they are constrained by are ridiculous) - and I have dealt with many financial institutions. The process of updating bank details - must be done by snail mail - its 2026!! Additionally to do so I must go to a pharmacist or JP and show them a print out from my online bank statement so that they (a stranger) can verify it is in fact my bank account. Butt covering and responsibility shifting at its finest. I am no stranger to verification of documents but seriously there are better ways - other institutions manage this process. I can buy a house via Docusign! I do wonder how people with more challenging accessibility constraints manage this. Needless to say.....I would never deal with this organisation again nor recommend it to anyone else.

My partner 90 years old has BT Super account.He received a letter to verify his identity.We tried to submit online everyday for the past 7 days but it is always showing ...technical error.Rang up for help, but not much helpful.Were told to submit the identity form by post.But first have to see a GP etc first to certify the form.

Absolutely awful business practices in using my BT invest account. The simple process of changing my bank account details required sending in certified documents by POST ONLY (refusing electronic records). After sending these in they never contacted me, and only when I called did they say they couldn't find another copy of my signature on their… Read more

records to verify it, couldn't read the BSB/Acc no. on my statement that was legible on the hard copy (even by an ancient JP with reading glasses) but not on the SCANNED copy (entirely their fault). Very obvious bureaucratic buffoonery to block you from withdrawing your own money.

Be careful when trusting BT with your investments. I have been dealing with BT for the past 4 months in an attempt to have my deceased parents funds redeemed to meet the requirements of their will, and provide their grandchildren with their inheritance. BT does not respond to the questions asked through correspondence. I would go as far as them… Read more

ignoring any and all questions asked of them.

BT will not contact you, unless you submit a complaint. BT will ignore the fact that their customers have died and continue sending correspondence to a vacant property, ultimately ignoring the fact that all executors detail have been provided, along with probate, wills and all known account information.

I will provide an update to this review once I know how much of my parents estate is being eaten up by administrative costs and additional fees (this is hard to know when BT has not provided any account information).

In summary you cannot trust them, they have been obstructive and basically refuse to engage in any meaningful resolutions or communications with me as an executor of my parent estate.

Complaints for you to consider: -No allocated account manager -No consistent information (different person/different advice) -Refused to provide any details of accounts -No acknowledgement of contact attempts

BT Financial Group still harassing me after leaving them in November 2018 for Hostplus after the terrible outcome of the Royal Commission. They are still sending me annual reports and the latest is they owe me $3,000 from a previous account. I have contacted them but as usual they cannot help. Do I have to contact the media to get a straight answer. It appears that I do. Karen Smith SING (SILENCE IS NOT GOLDEN)

Have never been so frustrated with the lack of support from a company in my life! Trying to add trustees to a SMSF and BT cannot even be bothered to assist in answering simple questions regarding their own forms! We were given the excuse, multiple times over multiple phone calls that they can't provide financial advice. No financial advice is being asked, we simply don't understand questions on their forms!

Failing in the basics - statements broken on their website for 2 months! For 2 months it was not possible to download a statement from the website. Then customer service said it was fixed. It wasn't - the list of statements appeared but when downloaded the documents were completely blank. Finally fixed. Customer service response has been slow and poor. Avoid BT and use a financial instituion that can do the basics - provide statements.

BT Panorama – BT Panorama is a great app which I can view both my superannuation fund and investment portfolio on. The customer service team always responds quickly and is super friendly and helpful.

Great platform, great product services – BT Panorama is one of the most superior superannuation and investment platforms, having tried several. The pricing for their services is highly competitive, and their customer service is exceptional. I've had my superannuation with Panorama for three years and my satisfaction with their service remains high.

Good platform – Cost effective platform which is easy to use and navigate