We use cookies for security purposes, to improve your experience on our site and tailor content for you. Our Privacy Statement explains how we use cookies.

Skip navigation BT logo
Skip navigation
  • Home
  • Professional
  • Personal
  • About BT
  • Contact Us
  • Help
  • Login
BT logo
Login
  • Your finances
    Your finances
    Ideas and tips to help you to prepare for your best financial future.
    Managing your finances
    • Manage your personal finances
    • Be financially prepared for life events
    Building & managing wealth
    • Build your wealth
    Planning your retirement
    • What will my retirement age and lifestyle be?
    • How much do I need to retire?
    • How can I boost my super and retirement savings?
    • What will life during retirement be like?
    • How to manage my health and wellbeing in retirement
    • How to prepare for the unknown in retirement?
    • Retirement calculators
    • Retirement FAQs
  • Investments
    Investments
    Investing can help you lay the foundations for your best possible financial future by growing wealth and building financial security.
    Learn
    • Before you get started
    • Know what’s involved
    • Building a portfolio
    • Managing your portfolio
    • Make your money work harder
    • Why choose BT
    Solutions
    • Investment portfolio
    • Managed funds
    • Managed accounts
    • Share trading
    • Borrow to invest
    • Advised investments
    Support
    • Prices & performance
    • Online help
    • Additional disclosure
    • Target Market Determinations
  • SMSF
    SMSF
    Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place.
    Solutions
    • SMSF solution
    • BT Panorama Investments account
    Support
    • Target Market Determinations
  • Super
    Super
    Prepare for your best financial future – discover how our superannuation accounts can help you save for retirement.
    Solutions
    • Super Invest
    Support
    • Documents
    • Target Market Determinations
    • Annual Members’ Meeting
  • Insurance
  • Contact Us
  • Help
  • Home
  • Professional
  • Personal
  • About BT

The following form allows you to search all of BT.

    1. Help
    Help

    Investment solutions all forms

    BT Investment Funds

    Setting Up

    • BT Investment Funds Application Form – Individual
    • BT Investment Funds Application Form – SMSF
    • BT Investment Funds Application Form – Company and Trusts
    • BT Investment Funds Application Form – Associations, Partnerships and Government Bodies

    Transactions

    • BT Investment Funds – Switch Form
      Use this form to switch funds from one in­vest­ment op­tion to an­other.
    • BT Investment Funds – Additional Application Form
      Use this form to make ad­di­tional in­vest­ments. Al­ter­na­tively, if you al­ready have a di­rect debit arrange­ment in place, log in to the BT Online investor portal or call (02) 8456 0230.
    • BT Investment Funds – Redemption Request Form
      Use this form to with­draw part or all of your in­vest­ment in BT In­vest­ment Funds.

    Other

    • BT Investment Funds – Change of Bank Account Form
      Use this form to update your bank account with us
    • BT Investment Funds – Change of Details Form
      Use this form to change the registered address for your investment
    • BT Investment Funds – Change of Name Form
      Use this form to change your name on your investment
    • BT Investment Funds – Transfer Form
      use this form to instruct us to transfer your units to another investor

    BT Investor Choice Funds

    Setting Up

    • BT Investor Choice Funds Application Form – Individual
    • BT Investor Choice Funds Application Form – SMSF
    • BT Investor Choice Funds Application form – Company and Trusts
    • BT Investor Choice Funds Application Form – Associations, Partnerships and Government Bodies

    Transactions

    • BT Investor Choice Funds – Switch Form
      Use this form to switch funds from one in­vest­ment op­tion to an­other.
    • BT Investor Choice Funds – Additional Application Form
      Use this form to make ad­di­tional in­vest­ments. Al­ter­na­tively, if you al­ready have a di­rect debit arrange­ment in place, log in to the BT Online investor portal or call (02) 8456 0230.
    • BT Investor Choice Funds – Redemption Request Form
      Use this form to with­draw part or all of your in­vest­ment in BT Investor Choice Funds.

    Other

    • BT Investor Choice Funds – Change of Bank Account Form
      Use this form to update your bank account with us
    • BT Investor Choice Funds – Change of Details Form
      Use this form to change the registered address for your investment
    • BT Investor Choice Funds – Change of Name Form
      Use this form to change your name on your investment
    • BT Investor Choice Funds – Transfer Form
      Use this form to instruct us to transfer your units to another investor

    BT Classic Investment Funds

    Setting Up

    • BT Classic Investment Funds Application Form – Individual
    • BT Classic Investment Funds Application Form – SMSF
    • BT Classic Investment Funds Application form – Company and Trusts
    • BT Classic Investment Funds Application Form – Associations, Partnerships and Government Bodies

    Transactions

    • BT Classic Investment Funds – Switch Form
      Use this form to switch funds from one in­vest­ment op­tion to an­other.
    • BT Classic Investment Funds – Additional Application Form
      Use this form to make ad­di­tional in­vest­ments. Al­ter­na­tively, if you al­ready have a di­rect debit arrange­ment in place, log in to the BT Online investor portal or call (02) 8456 0230.
    • BT Classic Investment Funds – Redemption Request Form
      Use this form to with­draw part or all of your in­vest­ment in BT Classic In­vest­ment Funds.

    Other

    • BT Classic Investment Funds – Change of Bank Account Form
      Use this form to update your bank account with us
    • BT Classic Investment Funds – Change of Details Form
      Use this form to change the registered address for your investment
    • BT Classic Investment Funds – Change of Name Form
      Use this form to change your name on your investment
    • BT Classic Investment Funds – Transfer Form
      Use this form to instruct us to transfer your units to another investor

    BT Premium Cash Fund

    Setting Up

    • BT Premium Cash Fund Application Form – Individual
    • BT Premium Cash Fund Application Form – SMSF
    • BT Premium Cash Fund Application form – Company and Trusts
    • BT Premium Cash Fund Application Form – Associations, Partnerships and Government Bodies

    Transactions

    • BT Premium Cash Fund – Additional Application Form
      Use this form to make ad­di­tional in­vest­ments. Al­ter­na­tively, if you al­ready have a di­rect debit arrange­ment in place, log in to the BT Online investor portal or call (02) 8456 0230.
    • BT Premium Cash Fund – Redemption Request Form
      Use this form to with­draw part or all of your in­vest­ment in BT Premium Cash Fund.

    Other

    • BT Premium Cash Fund – Change of Bank Account Form
      Use this form to update your bank account with us
    • BT Premium Cash Fund – Change of Details Form
      Use this form to change the registered address for your investment
    • BT Premium Cash Fund – Change of Name Form
      Use this form to change your name on your investment
    • BT Premium Cash Fund – Transfer Form
      Use this form to instruct us to transfer your units to another investor
    BT logo
    • Your finances
    • Investments
    • SMSF
    • Super
    • Insurance
    • About BT
    • Privacy
    • Terms & Conditions
    • Accessibility
    • Help
    • SPINs, USIs, ABNs
    • Contact us
    • Feedback and Complaints
    BT Financial Facebook BT Financial Twitter BT Financial LinkedIn BT financial YouTube


    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation