BT Elect Portfolio

BT Elect Portfolio provides you with direct access to Australian shares and listed property trusts without having to spend time on research and daily monitoring of your portfolio. You can see the shares purchased on your behalf and receive the benefits of all income, dividends, franking credits and capital gains/losses. This fulfils the desire for transparency, ownership of direct shares and professional investment management sought by many investors.

The minimum investment for BT Elect Portfolio is $100,000.
Download the BT Elect Portfolio Product Disclosure Statement (PDS) (PDF 1.2MB)

Benefits of investing in BT Elect Portfolio

Investment expertise - access to BT’s professional portfolio management team
Flexibility, transparency and beneficial ownership - individual securities are owned by you within a managed investment structure
Tax efficiencies - portfolios are structured and managed for tax efficiency
Different investment strategies - you can take advantage of a range of different model portfolios designed to cater for different investor objectives and risk/return profiles
Online portfolio administration and reporting - online access to your portfolio's value and performance
Market intelligence - access to the latest investment insights and economic commentary

BT Elect Portfolio brings you, your adviser and BT’s investment professionals together to maximise the efficiency and effectiveness of your investments.

For more information

To maximise the benefits of the BT Elect Portfolio offering, you should consider working with a financial adviser. BT Elect Portfolio has been designed to operate in conjunction with an authorised representative (typically a financial adviser).

Financial advisers play an important role in matching your objectives with the most appropriate risk/return profiles of the various models and determining how BT Elect Portfolio fits into your broader asset allocation.

BT Elect Portfolio is distributed exclusively via Westpac Financial Planning and Magnitude Financial Planning.

Download the BT Elect Portfolio PDS (PDF 1.2MB)

To find out more information on BT Elect Portfolio contact your Westpac or Magnitude advisers or email:
portfolio.management@btfinancialgroup.com