Ready-made investment portfolios
Choose one of five ready-made BT Invest managed portfolios. Each have a diversified range of assets and are aligned to acknowledged wealth industry investor profiles covering most stages of your wealth journey (i.e. Conservative, Moderate, Balanced, Growth and High Growth). You choose the portfolio and we'll do the rest.
Why a ready-made investment portfolio?
- Choose from five ready-made managed portfolios - monitored for you by investment experts
- View your portfolio side by side with your online banking
- Make tax time easy with simple tax reporting
Share trading with Westpac Online Investing provides all the tools on-hand to help you trade smarter.
Why Westpac Online Investing?
- Trade online from $19.95 or 0.11% of trade value (whichever is greater)^
- Up to $50 free brokerage on each trade in the first month*
- Access the latest news and independent research.
Build your own investment portfolio
Create your own diversified investment portfolio using BT Invest. Select from shares and ETFs, term deposits, managed funds and managed portfolios, all in the one place.
Why build your own investment portfolio?
- Open an account in minutes
- Choose from ASX listed securities and ETFs, term deposits, managed funds and managed portfolios
- View and manage all your investments in one place, side by side with your online banking
- Save time on your tax with consolidated tax reporting
Things you should know
* Special introductory offer
Only available to new Westpac Online Investing customers. Existing customers are not eligible. You will not be charged the first $50 (inc. GST) of brokerage on each contract note trade settled within 30 days of account opening (“Introductory Period”). This offer is for online trades in ASX-listed shares only (trades in options and international equities are excluded). The provider of the share trading service (“we”, “us”, “our”) reserves the right to end the Introductory Period early on one business days’ notice in the event that a customer’s trading activities exceed reasonable limits as determined by us in our discretion. Once the Introductory Period has ended, the standard rates of brokerage will apply (refer to the Westpac Securities Limited and Australian Investment Exchange Ltd Financial Services Guides for standard rates of brokerage). We reserve the right to terminate this offer or amend these terms and conditions at any time without notice. This offer is not redeemable for cash and is not transferable. Unless otherwise specified here, the normal terms and conditions, credit criteria, fees and charges apply to the share trading service provided through Westpac Securities Limited (ABN 39 087 924 221, AFSL 233723) by Australian Investment Exchange Ltd (ABN 71 076 515 930, AFSL 241400).
^ Trade online from $19.95 or 0.11% of the trade value (whichever is greater) when you settle through a Westpac Cash Investment Account, Westpac Online Investing Loan, or DIY Super Working Account. Please refer to the for full brokerage rates. The Westpac Cash Investment Account and Online Banking are issued by Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233713. Conditions, fees and charges apply. Read the before deciding.
It’s important you check the detail
This information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. Make sure you read all the disclosure documents.
Westpac Financial Planners
Westpac Financial Planners are authorised representatives of Westpac Banking Corporation, a licensed securities dealer.
The first consultation with a Financial Planner is free with no obligation. However every financial plan is different, and has different levels of complexity. If you decide to proceed with a plan after the initial consultation, your Financial Planner will explain any costs and seek your agreement prior to any fees being charged.
Westpac Online Investing
Share trading with Westpac Online Investing is a service provided through Westpac Securities Limited ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") is a service provided by Australian Investment Exchange Ltd ABN 71 076 515 930, AFSL 241400 ("the Participant"), a participant of the ASX Group and Chi-X Australia. The Participant is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this website is directed to and available for Australian residents only.
Know your risk when investing in securities and derivatives
Investment in securities and derivatives involves risk. Share prices rise and fall. The payment of dividends and the return of capital are not guaranteed. Read the Financial Services Guide accessible at westpac.com.au/onlineinvesting. This provides you with the services the Participant and Westpac Securities can provide. Read all relevant Product Disclosure Statements or other disclosure documents.
Australian Investment Exchange Ltd ABN 71 076 515 930, AFSL 241400 tries to ensure that the information provided is complete and correct. Check any important item(s) with us before making any decisions.