BT Personal Portfolio Service

For more information
call 131 817

Product overview

The BT Personal Portfolio Service is suitable for those with $50,000 or more to invest.

Choice of investment options:
Investment Service
Superannuation Service
Pension Service
Minimum balance across all services is $40,000.

Details
View and compare funds	Historical performance
Buy - Sell Differentials (PDF 13Kb)	Change in Investment Manager
Indirect Cost Ratio (ICR)	2008 Annual Report (PDF 225kb)

Features

The Superannuation Service offers a range of features which make it an ideal way to save for retirement.

It offers access to a range of investments, including diversified and sector-specific investments, managed by Westpac Financial Services Limited as well as other leading fund managers including Barclays Global Investors, BT Funds Management, Colonial First State, Deutsche Asset Management, Macquarie Bank and Merrill Lynch.

Your eligibility to contribute
You can contribute if:

You are self-employed
You are an employee who wishes to make additional contributions for you and/or your spouse
You wish to invest an eligible termination payment
You are an employer who wishes to provide for your employees

Portfolio features

Minimum initial investment across overall service	$50,000
Minimum balance across overall service	$40,000
Minimum amount to be held in the Superannuation service	$2,500
Additional contributions (lump sum)	No minimum amount
Additional contributions (savings plan)	No minimum amount

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.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

Investments in the Investment Service or an Underlying Fund are not investments, deposits with, 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.