Managed accounts

Access professional investment management with BT’s range of managed account solutions.

What is a managed account?

Delegate the day to day investment decisions and implementation of your chosen investment strategy to professional investment managers. Managed accounts provide a number of benefits not available through managed funds.

Separately managed accounts (SMAs)

BT Panorama’s SMA solution, called BT Managed Portfolios, offers a range of ready-made investment options (models) that you can access through your adviser.

Managed discretionary accounts (MDAs)

Licensees and dealer groups can create their own model portfolios through BT Panorama’s MDA service, called tailored portfolios. This service caters for a range of clients – retail, wholesale and bespoke.

Individually managed accounts (IMAs)

A managed accounts solution for high net wealth clients, starting with an investment minimum of $500,000.

To find out more, speak to your Adviser or call 1800 222 790.

BT Aspire Portfolio

Invest from $500,000 in a specialised investment management service designed to provide direct exposure to a professionally managed portfolio of Australian listed securities and access to other assets.

BT Private Portfolio

Invest from $1 million in a bespoke investment solution designed to provide an individualised portfolio management service implementing your chosen investment strategy.

Features and Benefits

BT Managed Accounts give you access to a professionally managed portfolio of Australian shares and other asset classes. Whatever your stage of life -building wealth or retirement - BT Managed Accounts allows your investment to reflect your investment objectives.

Clear and concise reports

Know what your portfolio is doing with comprehensive administration and consolidated reporting.

Beneficial ownership of listed securities

You can see the shares purchased on your behalf and receive the potential benefits of income, dividends, franking credits and potential capital growth from direct ownership.

Access to expert investment professionals

Get access to professional fund managers who undertake extensive research to create model portfolios. Models are constructed and dynamically managed based on established valuation principles.

Professional portfolio management based on your investment needs

The team of specialists and portfolio managers will work with you to structure a diversified, tax effective investment portfolio based on your chosen investment strategy.

Around the clock access

Access your portfolio details online 24/7 to check the performance of your portfolio, balance, trading activity and more.

Speak to your adviser to find out more

To find out if a BT Managed Account is right for you, speak to your financial adviser, email or call us on 1800 222 790.

Risks associated with Managed Accounts:

  • You should be aware of the risks when investing, as not all risks can be foreseen. No matter how skilled the investment managers, or how strong the performance of the Model Portfolio is, there is always a chance you could receive less than you invested.

  • The future performance of any specific Model Portfolio offered through this product is not guaranteed.

Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.

For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more. 

Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance.

Do you have a question about managing, growing or protecting your money? Contact us to arrange the type of advice that is appropriate for you

Both BT Aspire Portfolio and BT Private Portfolio are an Individually Managed Account service provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. The application of taxation laws depends upon an investor's individual circumstances. You should therefore seek professional advice on the taxation implication of investing through the products referred to on this page and should not rely on this information which should be used as a guide only.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Panorama Investments (an investor directed portfolio service) and is the administrator and custodian of Panorama Super, BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the Trustee of Retirement Wrap and issuer of Panorama Super, the responsible entity and issuer of interests in BT Cash Management Account 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). An Investor Guide is available for BT Panorama Investments and a Product Disclosure Statement is available for Panorama Super and BT Cash Management Account. These disclosure documents can be obtained from BTPS by visiting www.panorama.com.au/invest/documents or calling 1300 881 716. A person should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.

BTPS, BTFM and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through BT Panorama Investments or Panorama Super, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. Investments in the Panorama products 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 Panorama products.