5 managed portfolios from Conservative to High Growth.
2500+ ASX listed securities
10 managed portfolios
50+ managed funds
24 term deposits
Your deposits are auto-invested into BT Managed Portfolios, then professionally managed and rebalanced according to your chosen managed portfolio option.
Select, manage and monitor all your investments centrally in the one account, without the hassle of having to maintain and monitor investments separately.
Get started with as little as $1,000 (keeping $100 in your transaction account).
Keep as little as $100 in your transaction account. Minimum investment amounts depend on your selected investments.
Withdrawals can be made online and payments can be made to your linked bank account.
Withdrawals can be made online and payments can be made to your linked bank account or to another account using Pay Anyone or BPAY.
® Registered to BPAY Pty Limited ABN 69 079 137 518
Across your chosen investments, you’ll have easy to understand online reporting to keep you up to date and ready at tax time.
You can access your BT Invest account on your mobile, tablet and desktop.
Target Market Determination(s) are available at bt.com.au/tmd
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.
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.