Building your investment portfolio

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

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, 10 managed portfolios or 15 term deposits.

  • Choice and control over your investments

  • Integrated with your Westpac everyday banking

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 varying risk and diversified asset allocations. 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

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

BT diversified funds are designed to let you invest across a range of asset classes based on market indices.

BT single sector funds are managed by a single leading sector and investment style manager.

These closed funds are no longer open to new investors.

Trading shares

Westpac Share Trading provides a flexible way to trade shares and build your portfolio. We offer a range of trading tools and features.

If you're looking to borrow to support your share market investment strategy, BT has a range of solutions to help you prepare for the best.

Delegate the day to day investment decisions and implementation of your chosen investment strategy to professional investment managers.

Learn more about a simple way to get share market exposure to the 20 largest companies on the Australian Securities Exchange (ASX).

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.

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 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.