Clients get access to a tailored portfolio that caters to their individual needs. In conjunction with their portfolio manager, clients choose when to invest – for instance, they can invest their initial capital over an agreed period of time rather than all at once, to take advantage of the opportunities created by market fluctuations.
BT Private Portfolio also offers the ability to seamlessly transfer existing investments to your portfolio. The transfer of stock does not generally result in a change of beneficial ownership and, as a result, there is unlikely to be any tax implications.
Through BT Private Portfolio investors can select a sustainability approach that suits their requirements. Our menu of investments includes investment options that apply sustainability to varying extent. Investors are also able to exclude specific securities or industry sectors from their portfolio.
The Individually Managed Account (IMA) structure means that clients have beneficial ownership of the underlying shares, listed property securities and managed funds in their Portfolio.
The personalised investment service is provided through an IMA that streamlines the portfolio investment process, management and administration. It allows the team to deliver a tailored investment portfolio based on clients’ specific needs and requirements. If you would like further details please contact the team to speak with a portfolio manager.
What you need to know:
BT Private Portfolio is an individually managed account service provided to wholesale clients only by Westpac RE Limited (ABN 80 000 742 478 AFSL 233717). An investment made with BT Private Portfolio does not represent either a deposit with or a liability of, Westpac Banking Corporation ABN 33 007 457 141 or any other company in the Westpac Group of companies. It is subject to investment risk, including possible delays in repayment or loss of income and principal invested. None of Westpac Banking Corporation or (any of) its related entities stands behind or otherwise guarantees the capital value or investment performance of an investment made with BT Private Portfolio. It is important to note that past performance is not a reliable indicator of future performance. To the extent that this document contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. Investors may not get back the amount originally invested and may lose all of their investment. This information has been prepared without taking account of your individual 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. Any tax position described is a general statement and is for guidance only. It has not been prepared by a registered tax agent. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice.
© BT – A part of Westpac Banking Corporation