BT Personal Portfolio Service

For more information
call 131 817

Product overview

The BT Personal Portfolio Service is suitable for those with $50,000 or more to invest

Choice of investment options:

Details
View and compare funds	Historical performance
Buy - Sell Differentials (PDF 13Kb)	Change in Investment Manager
Indirect Cost Ratio (ICR)

Features

The Pension Service helps make your savings work for you while providing regular pension payments to meet your needs in retirement. It accepts eligible termination payments of $50,000 or more.

You can only invest in the service by using money from a superannuation or rollover fund that you are able to access at retirement or at retirement age.

It offers access to a range of investments, including diversified and sector-specific investments managed by Westpac Financial Services Limited as well as other leading fund managers including Barclays Global Investors, BT Funds Management, Colonial First State, Deutsche Asset Management, Macquarie Bank and Merrill Lynch.

Portfolio features
Minimum initial investment	$50,000
Minimum additional contributions (lump sum)	$5,000
Minimum withdrawal (in addition to pension payments)	No minimum amount
Switching fee	Nil
* You can change your investment strategy free of charge at any time although you will pay the spread between the issue and redemption price of units you have switched in underlying funds.

Want to invest more?

Consider a margin loan where you can choose from over 660 approved Australian securities.

Market views

Read our latest investor newsletter and market insight reports.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

Investments in the Investment Service or an Underlying Fund are not investments, deposits with, or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.