Investment solutions

BT offers a range of investment solutions for those who want to manage their own trading portfolio, or for those who would rather leave it to their financial adviser.

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BT Invest is a new way to invest your money, how you want, when you want. Pick from one of our 5 ready-made managed portfolios, or you can choose the build your own portfolio option and select from over 50 managed funds, 7 managed portfolios or 15 term deposits.

  • Choice and control over your investments

  • Integrated with your Westpac everyday banking.

BT offers a range of investment solutions to help you build your portfolio through ready-made portoflio options, as well as managed funds or managed accounts.

Whether you are looking to trade shares, invest in share market portfolios or borrow to support your share market investment strategy, BT can help.

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

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.

BT offers a range of investment solutions available through your Financial Adviser.

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

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

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

Westpac BlueChip20: Westpac BlueChip20 is a financial product issued by Premium Australia Limited ABN 92 117 611 784 AFSL No. 297956. It is not a deposit with or other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of Westpac or any of its directors, officers, employees, associates or its subsidiaries guarantees or gives any assurance in regard to the capital value, income return or performance of any investment offered in the PDS. BT Securities Limited ABN 84 000 720 114 and Westpac are together the issuers of the BT Margin Lending Margin Loan - Product Disclosure Statement. The Westpac BlueChip20 Product Disclosure Statement and the BT Margin Lending Margin Loan - Product Disclosure Statement (together, the PDSs) can be obtained by calling 1800 816 222 or visiting westpac.com.au/bluechip20. You should obtain and consider the PDSs before deciding whether to acquire, continue to hold or dispose of the product.

Margin Loan: The individual situation of investors may differ and investors should seek independent professional tax advice on any taxation matters. BT Securities Limited ABN 84 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141 are together the issuers of the BT Margin Lending Margin Loan - Product Disclosure Statement (PDS). This information has been prepared without taking into account your personal objectives, financial situation or needs.

For this reason, before acting on the information you should consider its appropriateness to your objectives, financial situation and needs and consider the disclosure documents which include the PDS. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by calling 1800 816.

Any reference to taxation matters is a general statement only and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and proposed announced tax amendments.

Investment Loan: BT Securities Limited ABN 84 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141 are together the issuers of the Westpac Online Investment Loan - Product Disclosure Statement ('PDS'). This information has been prepared without taking into account your personal objectives, financial situation or needs. For this reason, before acting on the information you should consider its appropriateness to your objectives, financial situation and needs and consider the disclosure documents which include the PDS. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and are available at westpac.com.au

Professional Investment Loan: Borrowing to invest can increase your potential returns; it can also increase potential losses. The value of securities may not go up, or, if they go up, the increase in value may not be sufficient to cover costs of the investment. You need to ensure that you can fund your obligations under your loan including any interest, fees and changes. If you can't, the securities will be sold to satisfy these obligations. You should also consider the taxation consequences and seek independent professional tax advice.

Other important information: The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. 
The relevant Financial Services Guide (FSG) can be obtained by contacting your adviser or from the PDS downloads page.