BT Invest pack (PDF 1.65 MB)
Contains your Investor Guide, Additional Information and Terms Booklet and Financial Services Guide
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 Managed Portfolios pack (PDF 611 KB)
Contains your BT Managed Portfolios Product Disclosure Statement
BT Conservative Portfolio Fact Sheet (PDF 122 KB)
BT Balanced Portfolio Fact Sheet (PDF 121 KB)
BT Moderate Portfolio Fact Sheet (PDF 121 KB)
BT Growth Portfolio Fact Sheet (PDF 122 KB)
BT High Growth Portfolio Fact Sheet (PDF 119 KB)
BT Australian Shares Portfolio (PDF 141 KB)
BT S&P/ASX 20 Shares Portfolio (PDF 125 KB)
Antares Dividend Builder Portfolio (PDF 135 KB)
BT Managed Portfolio Proxy Voting Record (PDF 97 KB)
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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 Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios (the Panorama products). 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 clicking here. You should obtain and consider the disclosure documents 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, BTFM 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. It is 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.