BT Private Portfolio - Beneficial ownership

Individual direct ownership of Australian shares and listed property

BT Private Portfolio also gives you the opportunity to retain ownership of the underlying securities in your portfolio, and to take advantage of the associated benefits. This means you receive dividends and franking credits directly related to the investments you hold. The capital gains tax consequences are similarly attributable to your investments and not those generated by other investors. Unlike a managed fund your statement shows exactly which Australian shares and listed property trusts you hold.

The Australian shares and listed property trusts you currently hold can be transferred into BT Private Portfolio with ownership still retained by you.