Shares & Investing
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)^
- Access the latest news and independent research.
Ready-made investment portfolios
Choose one of five ready-made BT Invest managed portfolios. These five diversified portfolios are aligned to acknowledged wealth industry 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 investments experts
- View your portfolio side by side with your online banking
- Make tax time easy with simple tax reporting
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
BT Super Invest
What if your super could be a lot more flexible? BT Super Invest lets you design a super account that reflects what you value. Decide where to invest and how much you want to do and leave the rest to be managed by professionals.
Things you should know
^ 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.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, RSE No. L0001090 (BTFM) is the trustee and issuer of interests in BT Super for Life and Panorama Super, which are part of Retirement Wrap ABN 39 827 542 991, RSE R1001327. BT Portfolio Services Ltd ABN 73 095 055 208, AFSL No. 233715 (BTPS) administers Panorama Super. BT Super Invest is part of Panorama Super.
The Product Disclosure Statement (PDS) for BT Super for Life and Financial Services Guide (FSG) for BTFM can be obtained by calling 1300 653 553, or from the Product Disclosure Statement page. The PDS for BT Super Invest and the Panorama FSG can be obtained by calling 1300 881 716, or from the Product Disclosure Statement page. You should obtain and consider the relevant PDS and FSG before deciding whether to acquire, continue to hold or dispose of interests in the relevant product.
BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available by contacting BTPS.