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 recieve 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*.
Simply log into Westpac Online Banking to open an account in minutes. No fees or costs are incurred in opening an account, allowing you to explore the available investment options. Fees only apply once you make your first deposit into your BT Invest Cash Management Account.
If you don't have a Westpac bank account, you can open an everyday banking account in 3 minutes. You can then complete your pre-filled BT Invest application via Westpac Online Banking.
Contains your Investor Guide, Additional Information and Terms Booklet and Financial Services Guide
Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule
Contains your BT Managed Portfolios Product Disclosure Statement
*Retail Funds Under Administration as at June 2015 for the BT Financial Group (BT), (Source: Plan for Life).
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. Throughout this website, BTPS is referred to as 'the Administrator', 'us' or 'we'. BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates 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 CMA). Together, these products are referred to as the BT Invest products. 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.btinvest.com.au/documents. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products. Unless otherwise stated, capitalised terms used in this website have the meaning given in the BT Invest Investor Guide. Any tax position described in this website is a general statement and for guidance only; it does not constitute tax advice and is based on current tax laws and our interpretation. You should seek independent professional tax advice.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is not an investment in, deposit with 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 any investments in, or acquired through, the BT Invest products.