Products...
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 Regular Investment Plan

The BT Regular Investment Plan is a simple way to make regular investments each month.

The BT Regular Investment Plan is available to investors in the BT Investment Funds, BT Premium Cash Fund, and in the BT Classic Investment Funds. A New Zealand dollar (NZD) equivalent to your Australian dollar (AUD) regular investment amount will be deducted each month, directly from your New Zealand bank account. Movements in the NZD/AUD foreign exchange rate will lead to the NZD amount deducted from your New Zealand bank account changing from month to month.

How does it work?

For the BT Investment Funds, BT Premium Cash Fund and the BT Classic Investment Funds.

  • Your direct debit authority must be received by the 15th of the month for your first regular payment to be made on or about the 19th of the same month.
  • To change your details you will need to notify us at least seven business days before the next scheduled debit to ensure the changes take effect that month. Notification received after that time may result in your changes taking effect in the following month.

Signing on to this service

  • Just complete the investment details section of the application form together with the direct debit form. These forms can be found in the current offer document for your investment.

This information is a summary of the terms of this facility. Full terms are contained in the relevant offer document.

back to top

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.