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BT Multi-manager funds - how to invest and apply

To meet the needs of different investors, BT Multi-manager funds are available through a number of BT products.

Managed funds

• BT Investment Funds provides you with the choice of over 40 different managed funds, including all of our Multi-manager options.
• Alternatively, your financial adviser may arrange for you to invest via a BT Wrap account.
• If you are a wholesale investor, you may also consider investing in the wholesale BT Multi-manager range.

Superannuation

• BT Lifetime - Personal Super has numerous investment fund options, including all of our Multi-manager options.
• BT Lifetime Super - Employer Plan for businesses with more than two employees
• BT Business Super - can be used to make employee SG contributions under Super Choice
• BT SuperWrap - Personal Super Plan: provides a flexible and tax-effective superannuation plan.
• BT SuperWrap - Allocated Pension Plan and Term Allocated Pension Plan: provide flexible income streams in retirement.

Existing BT clients

If you are currently an investor in BT Investment Funds you can switch funds into BT Multi-manager funds when you log into your account on the secure website.

• Login to BT Online (secure)

If you invest exclusively in the BT Classic Investment Funds or the BT Investor Choice Funds range(s), you will have to establish a new account by completing the BT Investment Funds application. To re-invest existing funds, clients will have to apply to withdraw funds from their existing investment.

Superannauntion investors can re-allocate funds via their login account on the secure site. Wrap and SuperWrap investors will require the assistance of their financial advisers.

New BT clients

Online application - including downloading the Product Disclosure Statement - is available for BT Investment Funds and BT Lifetime - Personal Super.

• Apply - BT Investment Funds
• Apply - BT Lifetime - Personal Super

Also, you can apply (or ask for assitance) by calling BT Investor Relations on 1800 645 685.

Call BT Employer Relations on 1300 533 010  to apply for BT Lifetime - Employer Plan and BT Business Super or email customer.relations@btfinancialgroup.com.au

Investment through BT Wrap platforms is conducted via selected financial advisers