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The following form allows you to search all of BT.

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    Invest with your super

    Introducing BT Super Invest. Choose to invest in shares, ETFs, managed funds and more, all on one simple platform.

    Note: BT Super Invest is currently only available for existing Westpac customers.

    Open account

    Super designed your way

    Decide how your super is invested
    Invest your superannuation in Australian shares, Exchange Traded Funds (ETFs), managed funds and more – all online. You choose how every dollar is invested from the start. View investment options1.

    Choose how involved you’d like to be 
    Manage your own investments, or if you’d like a bit of help, choose from a wide range of professionally managed funds or portfolios. You can create your own mix.

    Super designed your way
    Never lose sight of your money and know what your paying for

    See the details you might be missing

    Track your performance at any time
    View your super investments in one place with one convenient dashboard and reports that give you clear visibility of your super investments.

    Know what you’re paying for 
    Get a clear and comprehensive fee breakdown and a detailed transaction history of your super investments.

    Here’s a snapshot of fees and costs

    Pay for your account#

    The following administration fees apply to your account:

    $540 pa + 0.15% pa of your total balance up to $1 million (capped)*

    Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.

    Plus expense recovery^:
    Up to $95 pa + 0.03% pa of your total balance

    Pay for your investments#

    In addition, and depending on your investment choices, the following fees and costs may apply:

    • Term Deposits
      $0

    • Trading shares & ETFs
      $12.50 per trade, or 0.11% of the transaction value (if greater)

    • ETFs
      0.04% pa to 1.76% pa (charged by the manager)

    • Managed funds
      0.18% pa to 1.73% pa (charged by the fund manager)

    • Managed portfolios
      0.34% pa to 1.16% pa (charged by the issuer)

    # Other fees, costs and charges may apply to your BT Super Invest account, such as a transaction account fee and transaction costs eg buy/sell spread. For further details, please refer to the PDS.
    Other management, transactional and operational costs may apply to an ETF, managed fund or managed portfolio option. For further details, please refer to the relevant disclosure document(s) for the ETF, managed fund or managed portfolio option.
    Current as at 18 February 2019. Fees and costs are subject to change.
    * Nil on balances over $1 million.
    ^ The exact amount deducted will be confirmed in your annual statement.

     

    Ready to get started?

    Note: BT Super Invest is currently only available for existing Westpac customers.

    Who is this account for? 

    • Self-directed investors who want greater control over their investment choice. 
    • Anyone in Australia that is 18 years of age or older.
    • Those who can maintain balance of $2,000 in transaction account.

    Open an account

    If you're ready to get started you can apply online in about 10 minutes.

    To apply, you'll need your:

    • Personal details 
    • Identification – at least one of the following: Australian driver's licence, Medicare card or passport 
    • TFN is optional but tax may be withheld if you don’t provide it 
    I am a Westpac customer

    Documents and downloads

    Target Market Determination(s) are available at bt.com.au/​tmd

    • Product Disclosure Statement - PDS (PDF 5.9 MB)

    • Additional Information Booklet (PDF 834 KB)

    • Investment Options Booklet (PDF 1.6MB)

    • Panorama Financial Services Guide - FSG (PDF 330 KB)

    • Letter of compliance (102 KB)

    • Product updates

    • BT Managed Portfolios Proxy Voting Record (PDF 350 KB)

    • Choice of Super Fund (PDF 141KB)

    • Severe financial hardship claim form (PDF 890 KB)

    • Compassionate grounds form (PDF 409  KB)

    • Terminal medical condition declaration & super benefits withdrawal form (PDF 627 KB)

    Additional information

    1 Current as at 26 June 2024. Investment options are subject to change.

    BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 RSE Licensee L0001090 (BTFM) is the trustee and issuer of BT Super Invest, part of Asgard Independence Plan Division Two ABN 90 194 410 365. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios (together, the BT Super Invest products).

    This information does not take account of your individual objectives, financial situation and needs. A Product Disclosure Statement or other disclosure document (PDS) for the BT Super Invest products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the BT Super Invest products.

    BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in underlying Westpac bank accounts, Westpac term deposit products or Westpac securities through BT Super Invest, the BT Super Invest products are not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments 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 the BT Super Invest products.

    For the Target Market Determination for these products please refer to www.bt.com.au/​tmd

    Download the BT Panorama app: Download on the App StoreGet it on Google Play

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. 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. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation