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BT Flexi Payment Plan

The BT Flexi Payment Plan is available to investors in the BT Investment Funds (except the BT Cash Management Trust) and the BT Classic Investment Funds who have an Australian bank account.

The BT Flexi Payment Plan is a service designed to provide regular payments to investors. It allows you to nominate an amount to be paid from your investment to your bank account on a quarterly basis. Your Flexi-Payment Plan amount can be increased, decreased or suspended at any time at no charge.

The above information is a summary of the terms of this facility. Full terms are contained in the relevant offer documents.

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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.