These five diversified portfolios are aligned to acknowledged wealth industry profiles covering most stages of your wealth journey (i.e. While such material is published with necessary permission, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any such material.
BT Academy provides access to the latest ideas, trends and reports to help you realise new opportunities and assist with supporting your practice. Our Managed portfolio options are a portfolio of assets made up from managed funds, shares (which may include exchange traded funds) or cash. 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.The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it.
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You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. Your clients’ BT Managed Portfolios are managed by a professional investment manager who is responsible for the initial and ongoing asset allocation and stock selection. This portfolio may suit you if you prefer a combination of predominantly income and stable growth returns.This portfolio may suit you if you prefer predominantly moderate growth and some income returns.This portfolio may suit you if you prefer predominantly moderate to high growth and some income returns.This portfolio may suit you if you prefer predominantly high growth returns.This portfolio may suit you if you seek a long-term investment focused on achieving growth, with less focus on generating excess income.This portfolio may suit you if you seek a tax effective income stream by investing in companies providing dividend growth.This portfolio may suit you if you seek a broad based, active Australian share portfolio utilising a fundamental company research approach where outperformance is driven primarily by share selection.This portfolio may suit you if you seek a long term investment strategy focused on capital growth with some income via dividends and franking credits and have a high tolerance to risk.This portfolio may suit you if you seek an actively managed portfolio of Australian shares which demonstrate attractive financial and environmental, social and governance (ESG) features. It does not constitute any recommendation or advice.
It does not constitute tax advice and is based on current tax laws and our interpretation. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) and the BT Cash Management Account Saver (BT CMA Saver). A retail client should consider obtaining independent advice from a professional financial adviser before making any financial decisions in relation to the matters disclosed hereto.Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios (BTMP). They are monitored by an appointed investment adviser to ensure the right investments in the right … Conservative, Moderate, Balanced, Growth and High Growth).
in the BT Managed Portfolios PDS (Part 1), including the risk that performance objectives may not be achieved.
A retail investor should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.
This SPDS is issued by Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 and should be read together with the PDS. Your individual situation may differ and you should seek independent professional tax advice. 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 BTPS and WFSL are subsidiaries of Westpac.
Designed to meet the core investment needs of a wide range of clients, CoreSeries aims to offer access to quality investments in a transparent and attractively-priced structure.CoreSeries offers six portfolios designed to meet the needs of investors. Managed portfolios Managed portfolio options are a portfolio of assets made up from managed funds, shares (which may include exchange traded funds) or cash. to follow or do better than the market) and investment mixes (e.g.
We use cookies to secure and tailor your web use. Comprehensive and flexible wealth management solutions for your clients in the areas of investing, SMSF, super and insurance. You choose the portfolio and we’ll do … 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). Discover the benefits of insurance in letting you plan for the best, and helping you take care of yourself and those you love when you need it the most. BTMP is available through Panorama Investments or Panorama Super.
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