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Our Shares and Investing comparison table helps you choose the most appropriate account for your needs.

What can I invest in?
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Things you should know

BT Invest pack (PDF 1.65 MB)

Contains your Investor Guide, Additional Information and Terms Booklet and Financial Services Guide

BT Invest Cash Management Account Pack (PDF 312 KB)

Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule

BT Managed Portfolios pack (PDF 611 KB)

Contains your BT Managed Portfolios Product Disclosure Statement

 

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. 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 Invest products.

 

A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by clicking here. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products.

 

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is 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 any investments in, or acquired through, the BT Invest products.

 

When investing, there will always be the risk that the value of your investment will go down. The future performance of any specific Investment can't be guaranteed and past performance is not indicative of future performance.

 

Unless otherwise stated, capitalised terms used in this website have the meaning given in the BT Invest Investor Guide. Any tax position described in this website is a general statement and for guidance only; it does not constitute tax advice and is based on current tax laws and our interpretation. You should seek independent professional tax advice.

 

More about Westpac Online Investing

Westpac Securities Limited and Australian Investment Exchange Limited Financial Services Guides (PDF 151KB) (PDF 138KB)

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 and check the details

Investment in securities and derivatives involves risk. Share prices rise and fall. The payment of dividends and the return of capital are not guaranteed. 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.

You should also read the Financial Services Guide ("FSG"), which provides you with the services the Participant and Westpac Securities can provide. In addition, you should read all relevant Product Disclosure Statements or disclosure documents. You can access the FSG via westpac.com.au/onlineinvesting.

Australian Investment Exchange Ltd ABN 71 076 515 930, AFSL 241400 tries to ensure that the information provided is complete and correct but readers are advised to check any important item(s) with us before making any decisions.
 

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