Product updates and disclosure notices

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Investment Funds

Please also see BT Super Invest and Notices below.

Important notice
25 September 2025 - Appointment of new auditor

Westpac Financial Services Limited (ACN 000 241 127) and BT Funds Management No. 2 Limited (ACN 000 727 659) as the Responsible Entities of various Managed Investment Schemes have determined to appoint KPMG (ABN 51 194 660 183) as the new statutory auditor of the Schemes for both the Financial Statements and Compliance Plans, replacing PricewaterhouseCoopers (ABN 52 780 433 757).

Further information in relation to the change of auditor for the responsible entities are available for downloading:

BT Classic Investment Funds

 

BT Investment Funds

  • Effective 28 September 2026 - Investor Notification for the BT External International Shares 3 Fund (ARSN 105 250 726, APIR WFS0092AU) (the Fund)

    This notice provides notification of a change to the registered scheme name of BT External International Shares 3 and makes corresponding updates to information contained in the BT Investment Funds Product Disclosure Statement (PDS) dated 14 February 2025 and Supplementary PDS dated 19 December 2025, jointly issued by BT Funds Management No. 2 Limited ABN 22 000 727 659 AFSL 233720 and Westpac Financial Services Limited ABN 20 000 241 127 AFSL 233716.

    Effective from 25 September 2026, the PDS is updated as follows:

    – references to BT External International Shares 3 with the updated registered scheme name BT Wellington Global Opportunistic Value Fund; and

    – deleting the footnote on page 16 explaining that BT External International Shares 3 is known as BT Wellington Global Opportunistic Value Fund.

    This notice was released on 8 October 2026.

 

BT Investor Choice Funds

 

Wholesale Plus Funds

 

Wrap Essentials Investment Funds

 

Superannuation

BT Super Invest

No product updates.

Each year we’re required to complete an assessment of BT’s superannuation products. View the results of each assessment.

We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund.

Currently there are no disclosure notices for our managed funds.

Supplementary disclosure documents

Supplementary disclosure documents are now included with the full PDS on the "Download" page for each product - please return to the Product disclosure documents page to access these documents.

Notice of reliance

The following registered managed investment schemes operated by BT Funds Management No. 2 Limited (ABN 22 000 727 659, AFSL 233720) (BTFM2) or Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233716) (WFSL) as the responsible entity, rely on the ASIC Corporations (Discretions for Setting the Issue Price and Withdrawal Price for Interests in Managed Investment Schemes) Instrument 2023/693. 

WFSL as the Responsible Entity for:

Scheme name ARSN
Macquarie Dynamic Bond Fund
Fidelity Australian Equities Fund
BT American Share Fund
BT Asian Share Fund
BT Cash Management Trust
BT European Share Fund
BT Future Goals Fund
BT International Fund
BT Property Securities Fund
BT Technology Fund
BT Wellington Global Opportunistic Value Fund
BT Investor Choice All Australian Growth Share Fund
BT Investor Choice All Australian Share Fund
BT Investor Choice Australian Bond Fund
BT Investor Choice Australian Property Securities Fund
BT Investor Choice Balanced Growth Fund
BT Investor Choice Cash Management Trust
BT Investor Choice Dynamic Growth Fund
BT Investor Choice International Share Fund
BT Investor Choice Moderate Growth Fund
BT Investor Choice All Australian Share Fund NEF
BT Investor Choice Australian Growth Share Fund
BT Investor Choice Australian Share Fund
BT Balanced Returns Fund
BT Premium Cash Fund
111 628 490
131 109 021
087 587 906
087 595 131
087 531 539
087 596 227
087 593 128
087 594 625
087 588 627
091 512 426
105 250 726
091 421 304
091 421 055
088 185 826
088 186 770
088 162 118
088 187 928
088 185 059
088 187 599
088 185 442
100 438 220
088 186 323
088 187 348
087 593 057
089 299 730

BTFM2 as the Responsible Entity for:

Scheme name ARSN
BT Australian Share Fund
BT Imputation Fund
BT Smaller Companies Fund
BT Active Balanced Fund - NEF
BT Core Australian Share Fund
BT Natural Resources Fund
BT Split Growth Fund
BT Tax Effective Income Fund - NEF
087 595 739
089 839 912
089 133 666
089 133 746
089 134 001
089 134 341
087 531 575
089 134 136