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Thank you for considering BT Investment Funds. To make things easy for you there are a number of convenient ways to invest. You can do it online, in writing or in person - it’s all up to you.
BT customers with existing managed fund investments
Just log into the website (opens in a new window) and choose the Additional Investment option from the left hand menu.
Apply online
Apply online now (opens a new window); no printer is required if you use your bank’s BPAY service to fund your investment.
- The minimum online application is $5,000 and the investment must be in your name only.
Use a written application form if you want the investment to be in more than one name, a company account or with a trustee.
Download
- Download the Product Disclosure Statement containing the application form
- Print and return the completed application form to us at:
BT Financial Group
GPO Box 2675
Sydney NSW 2001
Posted to your address
We can arrange for the Product Disclosure Statement to be posted to your address (opens in a new window).
Apply in person
If you prefer to meet in person to discuss BT products and services, we invite you to make an appointment with an investment representative from Westpac Financial Planning by calling 1300 130 272.
As a member of the Westpac Banking Group, BT Financial Group works closely with the Westpac Financial Planners located in selected Westpac branches across Australia.


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