Investment solutions

BT offers a range of investment solutions for those who want to manage their own trading portfolio, or for those who would rather leave it to their financial adviser.

BT offers a range of investment solutions to help you build your portfolio through ready-made portoflio options, as well as managed funds or managed accounts.

Whether you are looking to trade shares, invest in share market portfolios or borrow to support your share market investment strategy, BT can help.

BT has the expertise to help you make the most of your money by using gearing to leverage your equities exposure.

BT Invest is a new way to invest your money, how you want, when you want. Pick from one of our 5 ready-made managed portfolios, or you can choose the build your own portfolio option and select from over 50 managed funds, 7 managed portfolios or 15 term deposits.

  • Expert support

  • Choice and control over your investments

  • Integrated with your banking

Managed funds enable you to invest while leaving the burden of management in the hands of specialists. Our managed funds are grouped under single sector and diversified funds.
Delegate the day to day investment decisions and implementation of your chosen investment strategy to professional investment managers.

A platform or a 'wrap' account combines all of your managed funds, shares, insurance and superannuation into one account.

If you're looking to borrow to support your share market investment strategy, BT has a range of solutions to help.

Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting. Creating efficiencies for you and your adviser, in the way your wealth is managed.
Do you have a question about managing, growing or protecting your money? Contact us to arrange the type of advice that is appropriate for you

Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.

For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more. 

Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance.

Since 1969, our business has been built on the expertise and innovation of our investment specialists. Today we help thousands of customers find the investment solutions that suit their personal needs, goals, life stage and tolerance for risk.

BT doesn’t offer a ‘one-size-fits-all’ investment approach. We understand that investors have differing goals and attitudes towards investing, so we make available a wide choice of investment options.

Depending on the kind of support you’re looking for, BT has a range of experts, from investment managers through to our team of financial advisers. We know that investing can seem daunting but sometimes all it takes is support you can trust to set you on a path to success. 

Westpac BlueChip20: Westpac BlueChip20 is a financial product issued by Premium Australia Limited ABN 92 117 611 784 AFSL No. 297956. It is not a deposit with or other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of Westpac or any of its directors, officers, employees, associates or its subsidiaries guarantees or gives any assurance in regard to the capital value, income return or performance of any investment offered in the PDS. BT Securities Limited ABN 84 000 720 114 and Westpac are together the issuers of the BT Margin Lending Margin Loan - Product Disclosure Statement. The Westpac BlueChip20 Product Disclosure Statement and the BT Margin Lending Margin Loan - Product Disclosure Statement (together, the PDSs) can be obtained by calling 1800 816 222 or visiting westpac.com.au/bluechip20. You should obtain and consider the PDSs before deciding whether to acquire, continue to hold or dispose of the product.

BT Go-invest:BT Go-invest is an offer of interests in BT Investment Portfolios ARSN 605 271 645, a registered managed investment scheme (Scheme). Westpac RE Limited (ABN 80 000 742 478, AFSL 233717) is the responsible entity of the Scheme.

The information on this website is an overview or summary only and should not be considered a comprehensive statement on any matter or relied upon. It has been prepared without taking account the objectives, financial situation or needs of any investor. Before acting on any of this information, investors should consider its appropriateness having regard to their individual objectives, financial situation and needs and review the Product Disclosure Statement (PDS) and other relevant disclosure documents for BT Go-invest, which is available on this website or by contacting us. Investors should be aware that there are risks associated with investing in BT Go-invest and ensure that, before investing, they read the "What are the risks?" section of the BT Go-invest PDS. Unless otherwise stated, capitalised terms used in this website have the meaning given in the PDS. Any tax position described in this website is a general statement and for guidance, does not constitute tax advice and is based on current tax laws and our interpretation. Investors should seek independent professional tax advice. An investment in BT Go-invest is not an investment in, deposit with or other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of BT Go-invest.

Margin Loan: The individual situation of investors may differ and investors should seek independent professional tax advice on any taxation matters. BT Securities Limited ABN 84 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141 are together the issuers of the BT Margin Lending Margin Loan - Product Disclosure Statement (PDS). This information has been prepared without taking into account your personal objectives, financial situation or needs.

For this reason, before acting on the information you should consider its appropriateness to your objectives, financial situation and needs and consider the disclosure documents which include the PDS. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by calling 1800 816.

Any reference to taxation matters is a general statement only and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and proposed announced tax amendments.

Investment Loan: BT Securities Limited ABN 84 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141 are together the issuers of the Westpac Online Investment Loan - Product Disclosure Statement ('PDS'). This information has been prepared without taking into account your personal objectives, financial situation or needs. For this reason, before acting on the information you should consider its appropriateness to your objectives, financial situation and needs and consider the disclosure documents which include the PDS. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and are available at westpac.com.au

Professional Investment Loan: Borrowing to invest can increase your potential returns; it can also increase potential losses. The value of securities may not go up, or, if they go up, the increase in value may not be sufficient to cover costs of the investment. You need to ensure that you can fund your obligations under your loan including any interest, fees and changes. If you can't, the securities will be sold to satisfy these obligations. You should also consider the taxation consequences and seek independent professional tax advice.

Wrap, SuperWrap and Wrap Capital Protection: BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) operates Wrap and Wrap Essentials and administers SuperWrap and SuperWrap Essentials. BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE Licence No. L0001090 (BTFM) is the trustee and issuer of SuperWrap and SuperWrap Essentials. An IDPS Guide is available for Wrap or Wrap Essentials and can be obtained from your financial adviser. A Product Disclosure Statement (PDS) is available for SuperWrap or SuperWrap Essentials and can be obtained from your financial adviser. You should obtain and consider the IDPS Guide before deciding whether to acquire, continue to hold or dispose of interests in Wrap, Wrap Essentials, SuperWrap or SuperWrap Essentials. BTFM is the responsible entity and issuer of units in the BT Capital Protection Fund ARSN 160 548 970 (the Fund). A Product Disclosure Statement is available for the Fund and can be obtained from the BT Capital Protection Fund downloads. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.

BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in underlying bank accounts held at Westpac through a Wrap Cash Account or Westpac securities acquired through Wrap or SuperWrap, an investment in, or acquired using, Wrap, Wrap Essentials or the Fund is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Neither Westpac nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, Wrap, Wrap Essentials, SuperWrap, SuperWrap Essentials or the Fund.

Other important information: The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. 
The relevant Financial Services Guide (FSG) can be obtained by contacting your adviser or from the PDS downloads page.