BT Invest is not available to new investors from 11 February 2022. Existing customers in BT Invest are not impacted by the closure to new investors and will continue to have access to all features and functionality of the product.
You're in charge and can choose from a selection of investment options, with easy access to your money when you need it.
Track your portfolio across your PC, tablet or smartphone and receive comprehensive tax reporting for your investments.
Our Australian based support team are here to assist you online or over the phone.
As Westpac's wealth expert and one of Australia's leading investment managers, BT has been helping Australians invest since 1969 and has more than $130bn in funds under administration*.
BT Invest pack (PDF 1.65 MB)
Contains your Investor Guide and Additional Information and Terms Booklet
BT Invest Cash Management Account Pack (PDF 312 KB)
Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule
BT Panorama Financial Services Guide (PDF 259 KB)
Mercer Passive Conservative Portfolio Fact Sheet (PDF 122 KB)
Mercer Passive Moderate Portfolio Fact Sheet (PDF 121 KB)
Mercer Passive Balanced Portfolio Fact Sheet (PDF 121 KB)
Mercer Passive Growth Portfolio Fact Sheet (PDF 122 KB)
Mercer Passive High Growth Portfolio Fact Sheet (PDF 119 KB)
Pendal Australian Shares Portfolio Fact Sheet (PDF 141 KB)
BT S&P/ASX 20 Shares Portfolio Fact Sheet (PDF 125 KB)
Antares Dividend Builder Portfolio Fact Sheet (PDF 135 KB)
BT Managed Portfolio Proxy Voting Policy (PDF 153 KB)
BT Managed Portfolio Proxy Voting Record (PDF 97 KB)
*Retail Funds Under Administration as at June 2015 for BT, (Source: Plan for Life).
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of BT Invest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT Invest CMA) (together, the BT Invest products).
This information does not take account of your individual objectives, financial situation and needs. A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the BT Invest products.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA through the BT Invest products, the BT Invest products are not a deposit with, investment in, or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of the BT Invest products.