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Investment Products
BT Investment Funds
BT Classic Investment Funds
BT Premium Cash Fund
BT Telephone Transaction Service
BT Regular Investment Plan
BT Flexi Payment Plan
Forms

BT Products & Features

Our Investment Products

BT Investment Funds
BT Investment Funds gives you access to a diverse range of investment choices, including funds managed by some of the world’s leading investment managers.

 

BT Investment
Funds PDS
BT Premium Cash Fund
BT Premium Cash Fund is a professionally managed portfolio of Australian cash and short-term fixed interest securities.

 

BT Premium Cash
Funds PDS

BT Premium Cash Fund
Additional Information Booklet
BT Classic Investment Funds
BT Classic Investment Funds provides a wide range of investment options across the major asset classes. BT Classic Investment Funds is available for additional investments from existing investors only.

 

BT Classic Investment
Funds PDS

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

Product Features
Take advantage of the features available in BT's retail investment products:

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BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL No. 233720 and Westpac Financial Services Limited ABN 20 000 241 127, AFSL No. 233716 are the responsible entities and issuer of units in the BT Investment Funds.

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 is the responsible entity and issuer of units in the BT Premium Cash Fund.

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 and BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL No. 233720 are the responsible entities and issuer of units in the BT Classic Investment Funds.

A Product Disclosure Statement (PDS) is available for BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds and can be obtained by calling 0800 800 661 or +(64 9) 367 3300, or by clicking here. The responsible entity of each investment option is set out in the relevant PDS or disclosure document. You should obtain and consider the PDS or relevant disclosure document before deciding whether to acquire, continue to hold or dispose of interests in the investment options.

The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. 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 Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.

© BT Financial Group - A Division of Westpac Banking Corporation.