BT Investment Funds - details

Initial investment: $5,000 (which can be spread across more than one investment option) or $2,000 with a Regular Investment Plan

Additional investment: There is no minimum amount for additional investments including those made by a Regular Investment Plan

Minimum balance: No minimum

Minimum Switch: No minimum

Minimum Withdrawal: There is no minimum withdrawal amount. Note a fee applies for cheques written on the BT Cash Management Trust for less than $400

Contribution fee: 4% for all funds except the BT Cash Management Trust which is nil.

Withdrawal fee: Nil

Other fees and costs: Refer to the ‘Fees and other costs’ section of the PDS

Confirmations: You receive written confirmations of all investments, switches and withdrawals.

Quarterly statements: Detailing your account balance, transaction history and distribution details.

Consolidated Annual Statement: An annual summary of your account balance, transactions.

Tax statements: To make tax time easier you receive an annual tax statement if your fund has paid a distribution during the year. If you switch, transfer or withdraw units over the financial year, you may also receive a capital gains tax statement,.

Annual reports: If you wish, you can receive an annual report showing the financial positions of the funds.