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Starting a Regular Investment Plan
A regular investment plan is a key part of your investment strategy that enables you to invest a set amount of money on a regular basis so that you can build your investment gradually and enjoy the benefits of dollar cost averaging.
See the benefits of starting a regular investment plan
Taking advantage of dollar cost averaging is an easy way to stay disciplined.
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Louise’s goal was to save a deposit for an investment property. She
decided to set up a regular investment plan of $200 a month on her initial
$5,000 investment...
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The BT Regular Investment Plan offers you the flexibility to:
- contribute a minimum of $100 each month to your existing investment or when you open your investment with $2,000
- increase, change or cancel your monthly investment at any time - without penalty
- make regular investments straight from your bank, building society, credit union, BT Wrap Cash Account or BT SuperWrap Cash Account
- existing Investors can deduct from your salary using the Payroll Deduction Facility (for some products)
Ready to apply
You can apply to participate in the BT Regular Investment Plan in the following ways:
Existing BT clients |
New BT clients |
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Apply OnlineIf you've already registered to use our online services you can log into BT
Online and set up a regular investment plan. |
If you are a new investor you can get started with a $2000
investment into a BT Investment Fund and regular contributions of $100 a
month.Download the Product Disclosure Statement (PDS)
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In WritingDownload, print, complete and return a Direct Debit/Regular Investment Plan (RIP) request form at the address on the bottom of the form. If you can't download or print the form, contact us to ask for a form to be sent to you. The BT Regular Investment Plan applies to; BT Investment Funds, BT Classic Investment Funds and BT Investor Choice Funds (excluding the Westpac Cash Management Trust). |
By phone
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Find out more about financial investing
- Regular gearing - borrow to invest using existing investments as security.
- Learn how to build wealth - build wealth by investing for the long term.
- Investment strategies - your investment strategy should match your needs, objectives and time frame.