Managed accounts

Whatever your stage of life - building wealth or retirement – BT’s managed accounts can allow your investment portfolio to reflect your individual investment objectives.

Are you an adviser? Find out what BT can offer you.

What is a managed account?

A managed account is an investment portfolio that is overseen by a professional investment manager, who looks after the day-to-day investment decisions and implements the investment strategy as determined by your financial adviser.

The structure of managed accounts allows you to see exactly how your money is invested at any time by providing you and your financial adviser full visibility of the underlying assets in your portfolio, including any related transactions, performance and fees, a feature which is generally not readily available with managed funds. Managed accounts provide several benefits not available through managed funds.

Managed account benefits

Better focus on maximising investment outcomes and understanding
Quick implementation of ideas
Helping improve portfolio outcomes
Clear and concise reports
Beneficial ownership of listed securities
Professional portfolio management based on your investment needs
Around the clock access

Downloads

Client guide: The benefits of BT's managed accounts (PDF 2.4MB)

Risks associated with Managed Accounts

You should be aware of the risks when investing. No matter how skilled the investment managers, or how strong the performance of the Model Portfolio is, there is always a chance you could receive less than you invested.

The future performance of any specific Model Portfolio offered through this product is not guaranteed.

Speak to your adviser to find out more

To find out if a BT Managed Account is right for you, speak to your financial adviser.

Both BT Aspire Portfolio and BT Private Portfolio are an Individually Managed Account service provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. The application of taxation laws depends upon an investor's individual circumstances. You should therefore seek professional advice on the taxation implication of investing through the products referred to on this page and should not rely on this information which should be used as a guide only.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Panorama Investments (an investor directed portfolio service) and is the administrator and custodian of Panorama Super, BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the Trustee of Asgard Independence Plan Division Two and issuer of Panorama Super, the responsible entity and issuer of interests in BT Cash Management Account and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios (the Panorama products). An Investor Guide is available for BT Panorama Investments and a Product Disclosure Statement is available for Panorama Super and BT Cash Management Account. These disclosure documents can be obtained from BTPS by visiting www.panorama.com.au/invest/documents or calling 1300 881 716. A person should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.

BTPS, BTFM and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through BT Panorama Investments or Panorama Super, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. Investments in the Panorama products are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. 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 Panorama products.