BT Invest gives you access to ASX listed securities (including ETFs). You can view all your holdings, generate tax reporting and manage corporate actions all in the one account.
| 0.5% | + | $60 | + | 0.11% |
|---|---|---|---|---|
| BT Invest administration cost (p.a.) | ($12.50 min)^ Transaction costs |
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Minimum trade size is 1 unit (i.e. one share)
^ This applies to the value of the trade - if a trade needs to be managed by the broker (for example, due to insufficient buyers or sellers in the market), that transaction fee may be up to 0.20%. If your trade is transacted over more than one day, the minimum charge applies for each day a transaction occurs.
For further information see the ‘Fees & Costs’ section of the BT Invest Investor Guide.
For example, if you made a managed fund investment of $10,000 during the year, you'd pay:
| $110 | + | $12.50* | = | $122.50 |
|---|---|---|---|---|
| BT Invest administration cost | BT Invest transaction costs | Total first year cost |
* The transaction cost is not an ongoing cost, so it's not payable again (unless you complete a buy or sell trade)
For further information see the 'Fees & Costs' section of the BT Invest Investor Guide.
Go back to Build Your Own options
Managed funds are professionally managed investment portfolios with specific investment aims (e.g. to follow or do better than the market) and investment mixes (e.g. shares, bonds, etc).
Managed portfolio options are a portfolio of assets made up from managed funds, shares (which may include exchange traded funds) or cash. They are monitored by an appointed investment adviser to ensure the right investments in the right proportions are in place.
A term deposit is a cash investment held at a financial institution (e.g. a bank) for an agreed interest rate over a fixed term, so the interest rate does not generally change for the nominated term.
If you're ready to get started you can apply online in about 10 minutes.
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.