Delegate the day to day investment decisions and implementation of your chosen investment strategy to professional investment managers. Managed accounts provide a number of benefits not available through managed funds.
To find out more, speak to your Adviser or call 1800 222 790.
Invest from $500,000 in a specialised investment management service designed to provide direct exposure to a professionally managed portfolio of Australian listed securities and access to other assets.
Invest from $1 million in a bespoke investment solution designed to provide an individualised portfolio management service implementing your chosen investment strategy.
BT Managed Accounts give you access to a professionally managed portfolio of Australian shares and other asset classes. Whatever your stage of life -building wealth or retirement - BT Managed Accounts allows your investment to reflect your investment objectives.
Clear and concise reports
Know what your portfolio is doing with comprehensive administration and consolidated reporting.
Beneficial ownership of listed securities
You can see the shares purchased on your behalf and receive the potential benefits of income, dividends, franking credits and potential capital growth from direct ownership.
Access to expert investment professionals
Get access to professional fund managers who undertake extensive research to create model portfolios. Models are constructed and dynamically managed based on established valuation principles.
Professional portfolio management based on your investment needs
The team of specialists and portfolio managers will work with you to structure a diversified, tax effective investment portfolio based on your chosen investment strategy.
Around the clock access
Access your portfolio details online 24/7 to check the performance of your portfolio, balance, trading activity and more.
Speak to your adviser to find out more
To find out if a BT Managed Account is right for you, speak to your financial adviser, email or call us on 1800 222 790.
You should be aware of the risks when investing, as not all risks can be foreseen. No matter how skilled the investment managers, or how strong the performance of the Model Portfolio is, there is always a chance you could receive less than you invested.
The future performance of any specific Model Portfolio offered through this product is not guaranteed.
Both BT Aspire Portfolio and BT Private Portfolio are an Individually Managed Account service provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. The application of taxation laws depends upon an investor's individual circumstances. You should therefore seek professional advice on the taxation implication of investing through the products referred to on this page and should not rely on this information which should be used as a guide only.