Retail Investments
Important information for BT Retail Investments (BT Investment Funds, BT Classic Investment Funds, BT Investor Choice or the BT Premium Cash Fund): On 26 August 2024 we transitioned our existing registry and customer services teams with our new teams servicing investors for BT Retail Investments. View updates and more information on the transition.
Investors and Advisers contact details
Calling within Australia: 02 8456 0230
Calling from New Zealand: 0800 894 131
Calling from overseas (excluding New Zealand): +61 2 8456 0230
Monday to Friday, 8:30am – 5:30pm (Sydney time)
Email: btfunds@unitregistry.com.au
Mail:
BT Funds
GPO Box 804
Melbourne VIC 3001
BT Invest and BT Super Invest
BT Invest
1300 889 635
Calling from overseas:
+612 9155 4030
Monday-Friday,
8:30am - 6:30pm
(Sydney time)
BT Invest
GPO Box 2861
Adelaide SA 5001
BT Super Invest
1300 881 716
Calling from overseas:
+612 9155 4030
Monday-Friday,
8:30am - 6:30pm
(Sydney time)
BT Super Invest
GPO Box 2861
Adelaide SA 5001
Margin Lending & BT Managed Portfolios
Margin Lending
BT Margin Loan has been rebranded as Westpac Margin Loan.
1800 816 222
Mon-Fri, 8:30am – 5:30pm (Sydney time)
Visit the Westpac Margin Lending website for more information.
BT Managed Portfolios
1300 784 207
Mon-Fri, 8:30am – 6:30pm (Sydney time)
BT Managed Portfolios
GPO Box 2861
Adelaide SA 5001
Individually managed accounts -
Private portfolio management, Aspire, Core series
1800 222 790
Mon-Fri, 8.30am - 5:00pm (Sydney time)
BT Managed Accounts
Level 11, Tower Two International Towers Sydney
200 Barangaroo Avenue
Sydney NSW 2000
For out of hours assistance, you can contact us via our secure online form.
Accessibility support -
National Relay Service
- If you are deaf and/or find it hard hearing or speaking with people who use a phone, you can reach us through the National Relay Service (NRS) or using the Blue app.
- To use the NRS, you can register for the National Relay Service online. then provide the appropriate phone number from the list of phone numbers above when asked by the Relay Officer.
- To use Blue, see the section below.
Blue, BT's Virtual Assistant, is available 24/7 to help you navigate BT Panorama. When logged into your account, you can ask Blue straightforward questions like, 'How do I make a deposit?'.
Blue can provide step-by-step guidance on a range of topics, including adviser and investor processes. If Blue can’t answer your question, you may be offered the option to chat with a human consultant during business hours.
Here are some common questions people ask Blue:
Where can I find my tax statement?
How do I place a trade?
What is the ABN and USI for Panorama?
Can I talk to an agent?
Log in to BT Panorama
Download the BT Panorama app
Need more help?
If Blue hasn’t been able to answer your question, you can ask to chat to a consultant from Monday to Friday, 8:30am to 6:30pm (Sydney time).
Give feedback or lodge a complaint
Delivering on our service promise
BT is committed to providing great service and our people are dedicated to ensuring we help you achieve your financial goals.
If we have not lived up to this promise and you have a concern or complaint, we want to listen and ensure your issue is dealt with in a fair and balanced way.
To give feedback or lodge a complaint about our products, services or the website, please see details on how to below.
How to give feedback or lodge a complaint
Phone: check the number to call based on your product above.
Online form: you can use our secure online form to submit your feedback or lodge a complaint:
Mail: Please send your letter to us at:
BT, GPO Box 2861, Adelaide SA 5001
Read more about our feedback and complaints process, Easy English guide and accessibility guides.
The complaint process
Our aim is to resolve your complaint within 5 working days, however, where possible we will resolve your complaint in the moment. If we need some additional time to get back to you, we will let you know. Should we be unable to resolve your concern at your first point of contact, we will then refer the complaint to our dedicated Customer Solutions team.
Our Customer Solutions Managers are here to find a solution for you and will ensure that you're regularly updated about the progress we are making to resolve your complaint.
Your complaint will be reviewed in line with our FAIRGO principles.
Adrian Ahern is your Customer Advocate whose role is to advise and guide our complaint team in how best to resolve a complaint and also to listen to customers and recommend changes be made to bank policies, procedures and processes.
Read more about our feedback and complaints process, Easy English guide and accessibility guides.
Complaint resolution
What if I’m still not satisfied?
If you feel we have still not fairly resolved your problem you may be able to refer your complaint to the free, external dispute resolution scheme, the Australian Financial Complaints Authority (AFCA). Please note that time limits apply for referring matters to AFCA. Please refer to the AFCA website set out below for more information.
Australian Financial Complaints Authority
Online: www.afca.org.au
Email: info@afca.org.au
Phone: 1800 931 678 (free call)
Mail: Australian Financial Complaints Authority GPO Box 3 Melbourne VIC 3001
Read more about our feedback and complaints process, Easy English guide and accessibility guides.
BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 is the trustee and the issuer of BT Super Invest which is part of Asgard Independence Plan Division Two ABN 90 194 410 365. BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest and operates Panorama Investments and administers BT Super Invest and Panorama Super. 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, these products are referred to as the BT Panorama products. BT Securities Limited ABN 84 000 720 114, AFSL No. 233722 (BTSL) and Westpac are together the issuers of the Westpac Margin Lending Margin Loan.
A Product Disclosure Statement (PDS) is available for each of the BT Panorama products and Westpac Margin Lending Margin Loan, and can be obtained by calling us, or visiting the Product Disclosures page. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in a BT Panorama product or Westpac Margin Lending Margin Loan.
BTFM, BTPS, WFSL and BTSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac). Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA acquired through the BT Panorama products, an investment in a BT Panorama product or Westpac Margin Lending Margin Loan is not an investment in, deposit with or any other liability of Westpac, any Division 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 a BT Panorama product or Westpac Margin Lending Margin Loan. Westpac does not guarantee the insurance.