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    Important notices

    Advance Asset Management Limited (AAML). The sale of AAML to Mercer (Australia) Pty Limited (Mercer) was completed on 1 April 2023. This means that AAML managed fund holdings, balances, investor details and any applicable adviser details have transitioned to Mercer. Learn more about the sale.

    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
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    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.
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    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

    Build your investment portfolio

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

    More on investment portfolio solutions
    Trade your own shares

    Trade your own shares

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

    More on Westpac Share Trading
    Borrow to invest

    Borrow to invest

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

    More on borrow to invest options

    How do I invest?

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

    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
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    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?

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    Investment support

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

    Visit investment support
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    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
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    Prices and performance

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

    View latest prices and performance