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    Managed funds

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    Terms & Conditions

    Managed funds reference codes

    BT Investment Funds

    • Biller Code is 858829.
    • Your Customer Reference Number is: The 4 digit fund number + your 8 digit BT Investor Number (minus the ‘c’)
    • Example:
      Investor Number C12345678
      BT Cash Management Trust 0101
      Customer Reference Number 010112345678
    Fund Fund Number
    BT Cash Management Trust 0101
    BT Australian Share Fund 0104
    BT American Share Fund 0105
    BT European Share Fund 0106
    BT International Fund 0108
    BT Asian Share Fund 0107
    BT Future Goals Fund 0110
    BT Income Plus Fund 0112
    BT Property Securities Fund 0118
    BT Japanese Share Fund 0120
    BT Technology Fund* 0121
    BT Partner International Shares Growth 1 0129
    BT Partner International Shares Value 1 0130
    BT Partner Australian Share Growth 1 0131
    BT Partner Australian Share Core 1 0132
    BT Partner Australian Share Value 1 0133
    Multi-manager High Growth (formerly Multi-manager Diversified Share) 0134
    Multi-manager Growth 0135
    Multi-manager Balanced 0136
    Multi-manager Conservative 0137
    Aberdeen Actively Hedged International Equities
    (formerly Credit Suisse International Share)    		 0138
    UBS International Share 0139
    Platinum International 0140
    Schroder Australian Share 0141
    UBS Australian Share 0142
    Investors Mutual Australian Share 0143
    Barclays Diversified Growth 0144
    Schroder Balanced 0145
    UBS Defensive Investment 0146
    APN Property for Income 0147
    Schroder Hybrid Securities 0148
    UBS Diversified Fixed Income 0149
    BT Fixed Interest Fund 2506
    BT Imputation Fund 2511
    BT Core Hedged Global Share 2519
    BT Diversified Share Fund 2520
    BT Active Balanced Fund 2521
    BT Tax Effective Income Fund 2522
    BT Smaller Companies Fund 2505
    BT Geared Imputation Fund 0150
    Intech High Opportunity 7213
    BT Partner International Shares Core 1 7214
    BT Global Property 7210

    BT Classic Investment Funds

    • Biller Code is 858829.
    • Your Customer Reference Number is: The 4 digit fund number + your 8 digit BT Investor Number (minus the ‘c’)
    • Example:
      Investor Number C12345678
      BT Split Growth Fund 0103
      Customer Reference Number 010312345678
    Fund Fund Number
    BT Split Income Fund 0102
    BT Split Growth Fund 0103
    BT Balanced Returns Fund 0111
    BT Monthly Income Fund 0113
    BT Australasian Bond Fund 0116
    BT Global Bond Fund 0117
    BT Core Australian Share Fund 2501
    BT Natural Resources Fund 2504
    BT Active Balanced Fund - NEF 2507
    BT Tax Effective Income NEF 2508
    BT Diversified Share Fund - NEF 2509
    BT Ethical Share Fund 2517
    BT Asset Selection Fund 1 1102
    BT Asset Selection Fund 2 4102
    BT Select Australian Share Fund 1 1104
    BT Select Australian Share Fund 2 4104
    BT International Share Fund 1 1101
    BT International Share Fund 2 4101

    1. This fund was formerly part of the BT Private Investment Funds range.
    2. This fund was formerly part of the BT Premium Funds range.

    BT Investor Choice Funds

    • Biller Code is 858811.
    • Your Customer Reference Number is: The 4 digit fund number + your 8 digit BT Investor Number (minus the ‘c’)
    • Example:
      Investor Number C12345678
      Westpac International Share Fund 0201
      Customer Reference Number 020112345678
    Fund Fund Number
    Westpac International Share Fund 0201
    Westpac Australian Tax Effective Share Fund1 0202
    Westpac Australian Growth Share Fund1 0203
    Westpac Cash Management Trust 0204
    Westpac Australian Bond Fund 0205
    Westpac Balanced Growth Fund 0206
    Westpac Dynamic Growth Fund 0207
    Westpac Moderate Growth Fund 0208
    Westpac Australian Property Securities Fund 0209
    Westpac Conservative Growth Fund1 0210
    Westpac All Australian Growth Share Fund 0211
    Westpac All Australian Tax Effective Share Fund 0212
    Westpac Sustainability Fund - Australian Shares 0213
    Westpac Sustainability Fund - International Shares 0214
    Westpac Australian Bond Fund - Nil Entry Fee 0215
    Westpac All Australian Growth Share Fund - Nil Entry Fee 0216
    Westpac All Australian Tax Effective Share Fund - Nil Entry Fee 0217
    Westpac Balanced Growth Fund - Nil Entry Fee 0218
    Westpac Dynamic Growth Fund - Nil Entry Fee 0219
    Westpac Moderate Growth Fund - Nil Entry Fee 0220
    Westpac Sustainability Fund Australian Shares - Nil Entry Fee 0221
    Westpac International Share Fund - Nil Entry Fee 0222
    Westpac Australian Property Securities Fund - Nil Entry Fee 0223
    Westpac Sustainability Fund International Shares - Nil Entry Fee 0224

    1. Only available to existing BT Investor Choice Funds investors who have a holding in these Funds.

    BT Premium Cash Funds

    • Biller Code is 17442.
    • Your Customer Reference Number is: The 4 digit fund number + your Investor Number (minus the 'C')
    • Example:
      Investor Number C12345678
      BT Premium Cash Fund
      (formerly in BT Private Investment Funds)      		 3901
      Customer Reference Number 390112345678
    Fund Name Fund Number
    BT Premium Cash Fund1 3901
    BT Premium Cash Fund2 4201

    1. This fund was formerly part of the BT Private Investment Funds range.
    2. This fund was formerly part of the BT Premium Funds range.

    Superannuation reference codes

    BT Super

    • Biller codes for:
      • Superannuation Guarantee: 31864
      • Salary Sacrifice: 31880
      • Employer Additional: 31872
      • Member Voluntary (after tax): 31898

    • Your Customer Reference Number is your Member Number.
      Your Member Number starts with 1 and contains 9 digits.

    BT Classic Lifetime - Personal Super

    • Biller codes for:
      • Member contributions: 858910
      • Employer contributions: 858837
      • Spouse contributions: 858845
      • Salary sacrifice contributions: 858837
        • Note:ato.gov.au
    • Your Customer Reference Number is: The 4 digit fund number + your Investor Number (minus the 'C')
    • Example:
      Investor Number C12345678
      BT Conservative Portfolio 5205
      Customer Reference Number 520512345678
    Fund Fund Number
    To split contributions equally across all funds 5299
    BT Conservative Portfolio 5205
    BT Conservative Portfolio (NEF) 5206
    BT Active Balanced Portfolio 5203
    BT Active Balanced - Portfolio (NEF) 5204
    BT Diversified Share Portfolio 5201
    BT Diversified Share Portfolio (NEF) 5202
    BT Core Global Share Portfolio 5210
    BT Core Global Share Portfolio (NEF) 5211
    BT Core Australian Share Portfolio 5212
    BT Core Australian Share Portfolio (NEF) 5213
    BT Ethical Share Portfolio 5214
    BT Ethical Share Portfolio (NEF) 5215
    BT Imputation Share Portfolio 5216
    BT Imputation Share Portfolio (NEF) 5217
    BT Cash Portfolio 5208
    BT Cash Portfolio (NEF) 5209

    BT Retirement Selection - Personal Super Plan

    • Biller codes for:
      • Member contributions: 17467
      • Employer contributions: 858878
      • Spouse contributions: 858886
      • Salary sacrifice contributions: 858878
        • Note:ato.gov.au
    • Your Customer Reference Number is: The 4 digit fund number + your Investor Number (minus the 'C')
    • Example:
      Investor Number C12345678
      BT Balanced Returns 1601
      Customer Reference Number 160112345678
    Fund Fund Number
    To split contributions equally across all funds 1699
    BT Balanced Returns 1601
    BT International Share 1605
    BT Future Goals 1609
    BT Australasian Bond 1606
    BT Conservative Outlook 1602
    BT Global Bond 1607
    BT Cash 1603
    BT Property Securities 1608
    BT Australian Share 1604

    Margin Lending reference codes

    • Biller Code is 17111.
    • Your Customer Reference Number is:
    • The numbers (including the 'check' digit) of your Margin Lending client code.
    • For example: if your client code is SMITH12345-6 then your reference number is 123456

    BPAY Terms & Conditions

    • Detailed terms and conditions in relation to your use of BPAY will be provided to you by your financial institution.

    • Your payment will generally be received by BT before 4.00pm (Sydney time) on the business day after you request your financial institution to make payment – provided that request is made before your financial institution's cut-off time (usually 6.00pm Sydney time).

    • Your application made by BPAY will generally not be processed until the business day following the BPAY transaction request, provided that the request is made before your bank’s cut-off time – usually 6.00pm (Sydney time). Units will be issued based on the entry price applying at the time of processing.

    • Any payments requested generally can’t be reversed.

    • Additional contributions will be issued pursuant to the terms outlined in the then current fund prospectus, brochure, trust deed and policy document (as appropriate).

    • There is no minimum additional investment amount.