Invest in over 2000  investment options available through BT products and services.1

Access a broad investment management and asset management capability.

Access advanced portfolio and trading tools with BT’s award-winning platforms.2

Receive support, technical assistance, news and analysis from a range of experts at BT and the broader industry.3

  • Annuities4

  • Cash Management Account

  • Managed funds

  • Warrants

  • BT Managed Portfolios on BT Panorama 

  • Listed securities and ETFs

  • Mergin Lending

  • Wholesale Plus Funds

  • Cash and Term Deposits

  • Managed accounts - CoreSeries

  • Online share trading5

1 This includes investment options across the BT Panorama, BT Wrap and Asgard platforms.
2 Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in Panorama products. Awards are current at the time of publication but are subject to change. A complete list of awards for BT products and services (including BT platforms) is available at bt.com.au.
3 Advice professionals can subscribe to BT Academy to get access to economic updates, market news and practice insights from in-house BT technical experts, as well as experts from the broader industry.
4 Challenger annuities are only available via BT Panorama.
5 The Compact Menu does not offer listed securities (Australian shares and ETFs).

BT Panorama

BT Wrap

Asgard eWrap

Asgard Infinity Wrap

Direct investing
Advance Multi-Blend and Index Funds are available for direct investment through BT Invest and BT SuperInvest.

BT is part of the Westpac Group, and lending and banking solutions are available through the Westpac Group of companies, Westpac, St.George, Bank of Melbourne and BankSA. This includes solutions such as margin lending, mortgages, broking, deposits and other banking products. 

Note - Investment related articles from BT Adviser Academy may be included here on the page – refer to https://www.bt.com.au/professional/knowledge-centre/client-strategies/investment-strategies.html for example articles which may be used.

1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award - Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.