BT Personal Portfolio Service

For more information
call 131 817

Product overview

A total package for your investment and retirement planning needs throughout your life, consisting of three components – investment, superannuation and pension
Choice of investment options:

Minimal initial investment required is $50,000.

Details
View and compare funds	Historical performance 2008 Annual report (PDF 1.1Mb)
Change in Investment Manager	Indirect Cost Ratio (ICR)

Features
Minimum initial investment	$50,000
Minimum balance across overall Service	$40,000
Minimum amount to be held in the Investment Service	$2,500
Additional contributions (lump sum)	No minimum amount
Additional contributions (savings plan)	No minimum amount
Minimum withdrawal	No minimum amount
Switching fee* *You can change your investment strategy free of charge at any time although you will pay the spread between the issue and redemption price of units you have switched in underlying funds. Such changes may also have capital gains tax implications	Nil
Access to a range of investments within the one package, including diversified and sector-specific investments managed by Westpac Financial Services Limited as well as investments managed by other leading fund managers including: Barclays Global Investors BT Funds Management Colonial First State Macquarie Bank Merrill Lynch

Want to invest more?

Consider a margin loan where you can choose from over 660 approved Australian securities.

Market views

Read our latest investor newsletter and market insight reports.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our ABN & RSE Numbers for Superannuation entities.

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Investments in the Investment Service or the Underlying Funds are not investments, deposits or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.