Investments through your Adviser

BT offer a range of investment solutions through your Financial Adviser and an innovative solution for managing your investment portfolio, investment information and comprehensive investment reporting.

Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting and even manage your SMSF, if you have one. Plus, Panorama’s integrated SMSF solution can help you make the most of your SMSF. Creating efficiencies for you and your adviser, in the way your wealth is managed.

BT diversified funds are designed to let you invest across a range of asset classes based on market indices.

BT single sector funds are managed by a single leading sector and investment style manager.

These closed funds are no longer open to new investors.

Managed accounts

Delegate the day to day investment decisions and implementation of your chosen investment strategy to professional investment managers.

BT diversified funds are designed to let you invest across a range of asset classes based on market indices.

BT single sector funds are managed by a single leading sector and investment style manager.

Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting. 

BT Margin Loan applications, basic information on the margin lending investment service, and other details for you and your financial adviser.
With a Protected Equity Loan you can choose a level of capital protection at maturity that suits your needs.

With a BT Margin Loan for wholesale investors, you can borrow to invest further, helping you to diversify your investments.

Westpac BlueChip20 gives you the opportunity to build a portfolio of blue chip stocks through a combination of savings and gearing.
With BT's Professional Investment Loan you can get greater exposure to professionally managed portfolios of Australian securities with no margin calls.
SFIs give individual investors and SMSFs increased exposure to shares. Potentially benefit from the longer-term growth of the share market.

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. 

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