Investing – growing wealth for the future

Learn more about investments with BT and understand how our investment solutions could help you build your wealth, or speak with your financial adviser.

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Important notices

BT Annual Statements. For information on when to expect your statements for the 2021-2022 financial year, please visit our ‘Statement dates and FAQs’ page.

Learn about investments

To invest successfully, it is important to understand how investing works so that you can make the choices that are right for you.

Learn about investments

The importance of rebalancing

We explain how to manage your portfolio through a process known as ‘rebalancing’ so that it continues to reflect your goals and your comfort with risk.

Administering your portfolio

Online solutions can help you deal with the administration tasks associated with managing a portfolio of investments by keeping them, and the associated reporting, all in the one place.

Build your investment portfolio

We offer a range of investment solutions to help you build, manage, or grow your own portfolio.

Trade your own shares

As part of the Westpac Group, BT clients have access to Westpac Share Trading: a flexible way to trade shares.

Borrow to invest

BT can help you make the most of your money by using gearing to leverage your equities exposure.

How do I invest?

You can start investing with BT Invest using either the Ready-made or Build your own options.

If you’re new to investing but don’t know where to start you can choose from one of five expertly selected, ready-made managed portfolios, each with a varying risk and asset allocation. You simply choose the portfolio and we’ll do the rest.

Choose from five ready-made managed portfolios - monitored for you by investment experts
View your portfolio side by side with your online banking
Make tax time easy with simple tax reporting

Learn about the Ready-made option

Build Your Own portfolio

You can build your own portfolio from a selected range of investment choices. From shares, managed funds, managed portfolios and term deposits – you can choose what you want all from one place.

Track performance across your portfolio with real time online reporting and one easy login
View and manage all your investments in one place, side by side with your online banking
Save time on your tax with a consolidated tax statement

Learn about the Build Your Own option

We have a range of investment solutions to meet your needs

View our investment solutions

Looking for some help?

Investment support

Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.

Visit investment support

Online help centre

For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more.

Try our help centre

Prices and performance

Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance.

View latest prices and performance

Why choose BT investments

Our strong track record

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.

Read about our strong track record

A carefully selected product range

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.

View our investment solutions