Any tax position described in this website is a general statement and for guidance only; it does not constitute tax advice and is based on current tax laws and our interpretation. These may change or we may introduce new ones in the future.
Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT Invest CMA).
Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the BT Invest products.Unless otherwise stated, capitalised terms used in this website have the meaning given in the BT Invest Investor Guide. If you are new to investing or want an expertly managed portfolio, you may like to consider one of five ready-made managed portfolio options.
We use cookies to secure and tailor your web use. This information does not take your personal objectives, circumstances or needs into account. BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. Our Westpac's wealth expert, BT, is now offering a new way to invest that's easy. BT Super Invest is part of Panorama Super. Each is professionally managed to save you time … As Westpac's wealth expert and one of Australia's leading investment managers, BT has been helping Australians invest since 1969 and has more than $130bn in funds under administration*.
The Product Disclosure Statement (PDS) for BT Super for Life and Financial Services Guide (FSG) for BTFM can be obtained by calling 1300 653 553, or from the Product Disclosure Statement page.
Read the disclosure documents for your selected product or service, including the
If you like more control over building your investment portfolio, you can create your own from a range of investment options.
Our Westpac's wealth expert, BT, is now offering a new way to invest that's easy. Westpac Banking Corporation wholly acquired BT Financial Group (BT) in 2002.
You choose the portfolio and we’ll do the rest.This portfolio may suit you if you prefer predominantly income and some growth returns, with a low probability of loss over the short term.This portfolio may suit you if you prefer a combination of predominantly income and stable growth returns.This portfolio may suit you if you prefer predominantly moderate growth and some income returns.This portfolio may suit you if you prefer predominantly moderate to high growth and some income returns.This portfolio may suit you if you prefer predominantly high growth returns.Create your own portfolio from a wide a range of investment options using the build your own option.
From a selection of shares, managed funds, managed portfolios and term deposits - you can choose what you want, all from one place.Take charge of your portfolio with tools to help you choose from over 2500 investment options.View and manage all your investments in one place, side by side with your online banking.Track performance across your portfolio with real-time online reporting and one easy login.Save time on your tax with a consolidated tax statement for all your investments.When building your own portfolio you can choose from any of the below assets - giving you access to a great range of diversified investment.
If your trade is transacted over more than one day, the minimum charge applies for each day a transaction occurs.There are no BT Invest transaction fees for managed fund or term deposit transactions.This is a summary only. Refer to the Fees section for a full description.Provides you with access to a select range of competitively priced wholesale managed funds.Choose from ten professionally managed investment portfolios across diversified and sector (share based) options.Invest in 24 Westpac, St.George and BT term deposits which offer a variety of terms and flexible interest payment frequencies.Choose one of five ready-made investment portfolios
Conservative, Moderate, Balanced, Growth and High Growth). Westpac BlueChip20 may offer tax benefits such as franking credits and deductible interest.
233715 (BTPS) administers Panorama Super.
It is important to understand the fee of any available investment you choose, and that those fees will be in addition to the fees charged for BT Invest.The amount you pay for specific investments, is generally shown in the relevant product disclosure statement or other disclosure documents for each available investment.This is a summary only.
Together, these products are referred to as the BT Invest products.A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by BTPS and WFSL are subsidiaries of Westpac. Consider its appropriateness to these factors before acting on it.
Westpac, together with BT, offer a range of share and investment options to help suit your investment goals and share trading needs.
With Westpac Online Investing you have direct access to investment expertise, real-time tools and resources, value-for-money products, mobile trading platforms and fully-integrated account options which as a whole, take the complexity out of trading.
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