Westpac managed funds. AFSL and Australian Credit Licence 233714.

• Westpac managed funds Should I transfer? Westpac accepts no responsibility for the availability or content of such • Original Australian Standard Transfer form for each managed fund • Proof of Identification, if not already provided, both these documents are available from westpac. Unfortunately, funds cannot be released from any managed fund investment product to pay the funeral bill. Minimum $5,000 deposit. Our Treasury team provide market-leading funding, liquidity and risk management of Westpac’s balance sheet, enabling all Westpac businesses to service their customers. Open up your investment opportunities with an online SMSF platform. The value of the units or shares will rise and fall with the value of the underlying assets. • You will need to complete a separate transfer form for each individual managed fund, even if they are with the liabilities of Westpac Banking Corporation ABN 33 007 45 7 141 or Westpac. Westpac DIY Super Savings account. Westpac’s business recovery training course helped a travel consultant build her skills and develop a new income stream during COVID-19 - here's how. nz. Cash and fixed interest or bonds. For fixed rate loans, you may apply to increase your home loan with a supplementary loan. George, Westpac and BT term deposits. Gain access to Beginner guide to self managed super funds (SMSFs) - Risks, benefits, rules, costs and 6 steps to set one up. Up-to-date fund performance data is available on the Westpac website . The Growth Fund aims to provide higher returns over the long term. We also list three must-know tools where you can review the latest fund data to help your decision making A Westpac spokeswoman said the bank no longer financed new thermal coal projects, and in 2025, would stop lending to institutional clients if more than 15 per cent of their You are able to access diversified and specialist wholesale managed funds from both BT and a wide range of investment managers that cover major asset classes and investment strategies. FundSource is part of a BusinessDesk subscription. Term deposits. You've got savings in an Australian complying Superannuation scheme (self-managed super funds and defined benefit funds are excluded). Should I transfer? Westpac accepts no responsibility for the availability or content of such websites. The Managed Funds will be transferred into the . Choose one of five ready-made BT Invest managed portfolios. 5%) Managed funds that underperformed the index ETF benchmark over 5 years: 315 funds (90. A savings account (like our Westpac Bonus Saver), means your money is available any time, it's reasonably low-risk and you might earn some interest on your savings. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Mercer Passive Conservative Portfolio Mercer Passive Moderate Portfolio 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. (‘We’) is the provider of the advisory services and products found in this document. Managed Fund Transactions and Regular Gearing Form Use this form to complete a managed fund transaction and/or amend or cancel a regular gearing arrangement. Pay no Account-Keeping Fee for the first 12 months on your new Westpac Choice account and This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers. au. Pie’s Australasian Dividend Growth Fund has been named the winner of Research IP’s Australasian Equities Fund of the Year. (Please note that due to limited space, the labels on the graphs only appear at October each year - however, the line showing the unit Westpac assesses your application on behalf of BT Funds Management (NZ) Limited (your KiwiSaver provider). Do-it-yourself (DIY) super via a self managed super fund (SMSF) is becoming an increasingly popular choice for investors who want to Here is what the provider says about this managed fund “ The Balanced Fund aims to provide medium returns over the medium to long term. Your money will be pooled with other investors’ money and invested in various investments. Review the changes and select Renew Here is what the provider says about this managed fund “ The Cash Fund aims to provide stable returns over the short term. 7377 per unit (as at 21 Sep 2007). This includes having available funds to meet unitholder withdrawals, taxation The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers. Westpac and BT Funds Management Limited (Trustee) have today entered into a Heads of Agreement to merge, through a successor fund transfer (SFT), BT’s personal and corporate superannuation funds with Mercer Super Trust. Pay no Account-Keeping Fee for the first 12 months on your new Westpac Choice account and save $5 a month. 44%. You can utilise any broker of your choosing to trade on the Westpac Margin Loan, whereas you can only utilise Westpac Share Trading on the Westpac Online Investment Loan. They are a lower risk option for investors but typically have smaller or more Benefits. Managed Funds Transaction Form (PDF 111KB) Westpac Online Investment Loan Facility Agreement: Westpac Online Investment Loan Facility Agreement (PDF 425KB) Westpac’s business recovery training course helped a travel consultant build her skills and develop a new income stream during COVID-19 - here's how. Westpac Cash Investment Account The following change is effective from 28 February 2025. name of BT (Queensland) Pty Limited, a wholly owned subsidiary of Westpac Banking Corporation, which will hold them on . BT Funds Management (NZ) Limited is the manager and Westpac New Zealand Limited is a distributor, of the Westpac managed funds (Funds). Learn about Self Managed Super Fund (SMSF) also known as Do It Yourself (DIY) Super, a superannuation fund you establish and run yourself. Funds in the scheme are managed by BTNZ, the investment arm of Westpac NZ. 00am to 9. Choosing the right fund is an important part of reaching your investment goals. All lending ratios are subject to change without notice. gov. Managed Funds Transaction Form (PDF 111KB) Use this form to complete a managed fund transaction. Actual returns each year for each fund will likely be different to these assumed returns. Fund Name: Westpac Investment Bond Growth Assets Fund Status: Closed Responsible Entity: Westpac Life Insurance Services Limited Manage your Term Deposit in Online Banking or the Westpac App if you’re eligible, without having to visit a branch. Westpac Margin Lending offers the following loan types: Westpac Margin Loan Features: Highly competitive interest rates ; Flexible payment solutions; Access to a wide range of equities and managed/investment funds supported by a majority of investment platforms in the market Our Westpac KiwiSaver Scheme Growth Fund is made up of: 80% Growth assets . The strategy of the Westpac Lifetime Superannuation - Westpac Balanced Growth managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist of a diversified portfolio of mainly growth assets (Australian and international shares and BT Funds Management (NZ) Limited is the manager and Westpac New Zealand Limited is a distributor, of the Westpac managed funds (Funds). The general idea of managed funds is that you choose a fund, invest a specific amount of money and, over time, expect the fund to return a profit and withdraw money to take the profit. The Westpac KiwiSaver Scheme is managed by BT Funds Management (NZ) Limited (BT), the investment arm of Westpac in New Zealand. This fund aims to provide the highest returns of all Westpac KiwiSaver Scheme Funds over the long term. Compare with the average growth managed fund (in grey). You can get a copy of any applicable Product Disclosure Statement for these investments from any Westpac branch in New Zealand. The vast majority of SMSF members of managed funds. Managed funds: where does your money go? Find out whether your money stays local or goes global, if a company’s bad luck could hurt you, and how low ‘low-risk’ really is. The New Zealand Guardian Trust Company Limited, the ‘ Supervisor’ of the Westpac KiwiSaver Scheme, makes the final decision, considering your individual circumstances and the requirements of the KiwiSaver Act 2006. Volatility is expected to be higher than the Moderate Fund but lower than the Balanced Fund in the Westpac KiwiSaver Scheme. Developing an investment strategy; While such material is published with necessary permission, no company in Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed BTNZ is the investment arm of Westpac in New Zealand. Although the number of units he owns will remain constant the unit price will change according to changes in the market value of the portfolio or the total number of In Online Banking or the Westpac App (If using the app, make sure you have the latest version) . There are thousands of managed funds to choose from. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management This is a managed investment scheme. Update the Renewal amount. What if I make a mistake with my Term Deposit in Online Banking? You can still manage your Term Deposit by calling us on 1300 558 724 8am – 8pm Sydney time Learn more about this managed fund including fund information, strategy, asset allocation & performance. Limited (as Supervisor), or any director or nominee of any of those entities, or any other person guarantees the managed funds’ performance, returns or repayment of capital. Exchange traded funds (ETFs) are investment funds that hold a pool of assets such as shares, fixed interest investments and commodities. Competitive brokerage through Westpac – start trading from All our funds are managed in line with our sustainable investment policy. 25% and 0. Conservative, Moderate, There are several different types of managed investments, but some of the most well-known are managed funds, managed accounts and Exchange Traded Funds (ETFs). Learn how it works. Ask our SMSF consultants how. After a fixed return on your investment? Make the most of our bonus interest rates with a Term Four actively managed funds that provide a diversified and sophisticated investment strategy. It does not apply to holdings in the five diversified managed The managed funds that the Funds invest into may, however, use gearing and have the ability to use derivatives more extensively. Our Story; InvestSMART; Intelligent Investor; Fund Name: Westpac Investment Bond Growth Assets Fund Status: Closed Responsible Entity: Westpac Life Insurance Services Limited – The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. Active and sustainable investment management. See the latest Westpac KiwiSaver Scheme fund updates for an example of the actual returns and fees investors were charged over the past year Use this form to withdraw available funds from your Westpac Margin Loan account for investment purposes only. Potential benefits of a Westpac Margin Loan Potential to increase your investment returns. The funds invest in a range of asset classes as described in the PDS and the SIPO. Interest rates are subject to change without notice. A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 Australian credit license 233714. Loan features Minimum Credit limit $20,000 Loan structure Your loan facility will consist of a variable interest rate loan and you may request any number of fixed interest rate loans. The future merged fund will manage more than $65 billion and help more than 850,000 Australians invest for, and support Westpac is pulling the plug on new lending to self-managed superannuation funds (SMSF) for property investment, in the latest move by a major to tighten the flow of money into domestic real estate. can be more cost-effective than directly buying the equivalent portfolio of assets and typically have lower fees than managed funds. Westpac Online Investment Loan Guide to completing the Australian Standard Transfer Form (ASTF) USE THE FORM ON THE FOLLOWING PAGE TO TRANSFER YOUR MANAGED FUNDS INTO THE NAME OF BT QUEENSLAND PTY LIMITED (BTQ). Westpac Universal Life Income Accumulation. Access a select range of leading Australian fund managers. Some managed Westpac's fund managers choose the very best fund specialists from around the world and invest sustainably. Select Get rates to choose a rate and term, then select Next. Cost effective – more cost effective than buying the equivalent portfolio of shares and typically have lower fees than managed funds. Investors looking to . It should be read together with the Statement of Investment Policy and Objectives and any documents held on the register at Westpac must remit unclaimed moneys to ASIC by 31 March each year. not a KiwiSaver fund), see the section of the PDS on withdrawing funds and how this works. Created Date: 1/11/2021 11:02:04 AM Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. The scam BT Super Invest lets you design a super account as individual as you are, with shares, managed funds, ETFs and more - the choice is yours. The Growth Trust aims to provide the highest returns of any of the funds over the long term. a. Deposits in these accounts represent deposits with the Bank of Queensland and accordingly the Bank has the obligation to repay them with interest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. This network allows all industry participants (for example, funds, administrators, employers, payroll software companies and outsource payroll providers) to interact electronically via Gateways, eliminating the need for point-to-point The strategy of the Westpac Mortgage & Income managed fund is Invests in short-term interest-bearing securities, mortgages, mortgage-backed securities, floating rate notes, and other debt securities. Volatility is expected to be higher than the Income Strategies Trust but lower than the Moderate Trust in the Westpac Active Series. 30pm Monday to Friday and 8. 1 Yr. 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 Invest Cash Management Account (BT Westpac Online Investment Loan . westpac. Managed portfolios. But since KiwiSaver is designed to help New Zealanders fund their retirement years, those funds have specific rules built in that make them worth comparing separately. Choose from five ready-made, diversified portfolios. HIGH GROWTH FUND WESTPAC KIWISAVER SCHEME BT FUNDS MANAGEMENT (NZ) LIMITED westpac. Visit: Any Westpac branch . Get a competitive interest rate on your savings or receive a fixed return for a term investment. “ The The objective of the Westpac Lifetime Superannuation - Westpac Balanced Growth managed fund is Aims to provide a high level of capital growth over the long term (at With BT Invest you have access to intelligent technology, tools and reports to help you invest no matter your level of experience or wealth. 5. The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2019 31 March 2020 The strategy of the Westpac Mortgage & Income managed fund is Invests in short-term interest-bearing securities, mortgages, mortgage-backed securities, floating rate notes, and other debt securities. Once you have made your first deposit, you'll then pay an Account based fee of $60 p. Westpac Premium Investment Funds Other Material Information No person, including the Directors of Pie Funds, guarantees the repayment of units in the fund or any returns of units in the fund. The Conservative Fund aims to provide stable returns over the short to medium term. ” DDH Graham – Bank of Queensland Money Market Account is administered by DDH Graham Limited’s Money Market Division as an agent for Bank of Queensland Limited. Liquidity management policy We monitor each Fund’s liquidity levels in order to meet obligations during normal market conditions. The start date for the CashPlus fund was 1 June 2012 and the start date for the Cash fund, was 12 September 2012. applies on the value of holdings in the Antares Dividend Builder Portfolio, DNR Capital Australian Equities High Conviction Portfolio, listed securities and managed funds. 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. Volatility is expected to be higher than the Defensive Conservative Fund but lower than the Moderate Fund in the Westpac KiwiSaver Scheme. Volatility is expected to be the lowest of the funds in the Westpac KiwiSaver Scheme. Solutions. 4. Westpac charges annual fund fees that range between 0. Terms, conditions, fees and charges apply, see westpac. 05%. The fund invests primarily in income assets but also has an allocation to growth assets. BT Funds Management (NZ) Limited (BTNZ) is the investment arm of Westpac in Westpac KiwiSaver offers six KiwiSaver funds, ranging from low-risk cash, default and balanced funds, to a higher-risk growth fund. investment, market cap and category. Full details are available on request. Westpac and the Participant do not accept responsibility for, or endorse the content of, such external websites. Use this form to withdraw available funds from your Westpac Margin Loan account for investment purposes only. 6. Full details are The strategy of the Westpac Investment Bond Managed Stable managed fund is Target range of assets: cash 20-80%, Australian fixed interest 10-35%, Australian shares 0-15%, international shares 0-5% and property 0-25%. All of the funds are actively managed by a fund manager, which increases fees compared to index-based Invest for retirement or for your first home with KiwiSaver. They are a higher risk option for investors but have the potential to generate greater returns. The returns for each fund are based on our long-term average return projections. 3 Yr. This Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. 3 Park your surplus funds between investments 3 No monthly service fees 3 Competitive interest rate on every dollar 3 Operate and access via your linked Westpac DIY $100,000 invested in the average managed fund 5 years ago: $139,947: Managed funds that beat the index ETF benchmark over 5 years: 33 funds (9. 47%. 1800 818 222. Regulatory Westpac NZ is applauding the quick thinking of one of their customers who not only spotted a scam and avoided it but managed to record the scammer in action. To open a joint Term Deposit, or Term Deposit for a trust or self-managed super fund, please visit us in branch, or contact your Relationship Manager. Financial Markets Operations, Client Service, Leadership and People. About this fund In their own words. access hub. 13%. The fund has an equal target allocation to growth assets and income assets. Invest in 24 Westpac, Returns (in green) show how much this fund has grown in value in five years up to 30 June 2024 – after fees and taxes. au/web Westpac Securities Administration Limited ABN 77 000 049 472 is the Trustee and issuer of the BT Personal Portfolio Service: Superannuation and Pension (PDF 375KB). 0. For the most appropriate mix for you and your situation (often called your "risk profile"), see Sorted's investor kickstarter for managed funds, or answer these three questions for KiwiSaver Provides you with access to a select range of competitively priced wholesale managed funds. 3796 Australasian Diversified Share Fund $3. Managed Funds Transaction Form (PDF 756KB) – The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. . Section – General matters: 19. Managed funds. Westpac Margin Lending . Not yet a Westpac customer? For Westpac issued products, conditions, fees and Managed Funds Transaction Form. Fees. A Westpac Margin Loan gives you access to a larger amount of capital, allowing you to invest more than would be possible using just your own money. 1 Managed Annual fund fees are higher for funds with more growth assets like shares as the underlying costs to manage these assets are more expensive. Investments made in the Westpac KiwiSaver Scheme and other Westpac managed funds do not represent bank deposits or other liabilities of Westpac For Westpac issued products, conditions, fees and charges apply. Westpac Banking Corporation ABN 33 Investments made in any of the above managed funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New the relevant product disclosure statement for any of the above managed funds, ask to speak to a Westpac Financial Adviser, call 0800 808 012 or visit www. Superannuation Fund Customers – Terms and Conditions’. The Banking Code of Practice. Need help with managing your cash flow? From cash flow management and stock control to managing The Conservative Trust aims to provide stable returns over the short to medium term. Questions? If you have any questions regarding completing this form, please call us From shares, managed funds, managed portfolios and term deposits – you can choose what you want all from one place. Westpac New Zealand Limited. BT Funds Management (NZ) Limited ( BTNZ, we, our or us) will invest your money Annual fund changes2 Westpac Growth Trust The fund aims to provide the highest returns of any of the funds over the long term. As your circumstances and earnings change, it pays to check your fund is still the best match for where your life's at now, and where you want to go. Your contributions are pooled with contributions from other investors, so the fund has more money to invest. Choose from a selection of managed funds, 1 From 18 April 2019 the Income Strategies Trust closed to all new investment. Our key sustainable theme is climate action, and we invest in companies that are energy efficient or provide innovative climate solutions. The fund has a higher target allocation to growth assets than to income assets. We explain the types of managed funds you can invest in and what to look for to find the best managed fund for you. Borrower’s details Westpac offers actively managed funds under the Active Series banner. Pick from one of our 5 ready-made managed portfolios, or you can choose the build your own portfolio option and select from over 50 managed funds, 7 managed portfolios or 15 term deposits. Use our calculators below to check your fund. 297956. They require a minimum initial investment of $5,000, and subsequent lump sum investments of at least $500 or regular investments of at least $1,200 per year (this can be contributed weekly, fortnightly, monthly, or quarterly). View the View the latest Westpac Term PIE, Cash PIE, Notice Saver PIE Annual Report for the year ended 31 March 2024. The start date for the Default fund was 1 December 2021. This document was formerly known as ‘Deposit Accounts for Personal and Self Managed . VGI Global Investments Limited (ASX Code: VG1) – IPO. Defensive Fund: 2. 00pm on Saturdays (AEST). 30pm (Sydney time). Call an expert. 55%, which is very competitive for actively managed funds. is the operator of Panorama Investments. •ake a payment via Westpac internet banking. We have relationships with a diverse customer base, including Australasia’s largest corporate and financial institutions, as well as global fund managers, insurance companies You can apply to increase most variable rate home loans, but not self-managed super funds or bridging loans. westpac. Volatility is part and parcel of investing. “This strategic relationship will enable us to partner with leading specialists in fast moving and highly specialised sectors. This information does not take your personal objectives, circumstances or needs into account. Find out more at InvestSMART Open a new Westpac Choice account online by 30 September 2025 to have the monthly Account-Keeping Fee waived for the first 12 months. Westpac Financial Services Limited ABN 20 000 241 127 is the responsible entity and issuer of the Westpac Classic Strategies Funds and the Westpac Sector Funds. Inclusion of securities in the attached list is not a recommendation to To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. For Westpac issued products, conditions, fees and charges apply. Phone lines are available Mon-Fri from 8. Sophisticated trading solutions, managed funds and exchange traded funds which are aligned to our unique investment themes Global opportunities across cash, fixed income and credit, equities, real estate, structured notes, managed solutions, venture capital and private equity Administration fees. 2. DDH Graham – Bank of Queensland Money Market Account is administered by DDH Graham Limited’s Money Market Division as an agent for Bank of Queensland Limited. The fund invests in income assets of a short term nature such as bank deposits, floating rate notes and money market securities. With Please return the completed form to: Westpac Managed Funds, PO Box 695, Wellington 6140. Westpac New Zealand Limited is a distributor of the Westpac managed funds. 12% . If a fund underperforms, the returns after deducting the costs from running the fund (i. You can set up renewal or withdrawal instructions in advance online, then update them whenever you want to. au/about the nrs. The current exit price of the Westpac Australian Property Securities Fund managed fund is $1. Fund name APIR Morningstar rating Sector Returns; 3 Mth. is the responsible entity and issuer of interests in BT Managed Portfolios. InvestSMART. And because our funds are independently rated by Australia’s leading investment research firms, you know you’re in safe hands. 4622 $2. Transactions include initial and additional applications, redemptions and distribution amendments. This is an important document in relation to your investment in the Westpac Retirement Plan managed investment scheme. Here are four tips to help you ride out those market fluctuations. You’ll then be able to open a Westpac term deposit online, using your new Choice account to deposit money into the term The $20 excludes interest earned on the account and/or Westpac fees charged to the account. nz for details and a copy of the term sheet for Westpac term deposits. This material is provided for information purposes only and is not a recommendation or opinion in relation to any PIE funds managed by BT Funds Management (NZ) Limited. The Westpac KiwiSaver Scheme and other Westpac managed funds are provided and issued by BT Funds Management (NZ) Limited. 2874. Choose from ten professionally managed investment portfolios across diversified and sector (share based) options. Managed Fund Transactions Form. ('NRI'). Build your wealth or invest for a goal with a range of managed funds. The ultimate holding cmpany ofo BT Fund s Management (NZ) Li mited is available to us to proactively manage this risk. The Westpac Active Series is issued and managed by BT Funds Management (NZ) Limited. Find our live Westpac Investment Bond Managed Growth fund basic information. Once this money is received by ASIC and customer details are loaded on to their Moneysmart website, usually by late April, you can commence the claims process by following these steps: Check if ASIC is holding any unclaimed funds on your behalf on their Moneysmart website. Biller Code: 17111 Customer Reference No: Your six digit account number This means that if Tom has 10,000 dollars to invest in a managed fund and the application price at the time was 2 dollars per unit, Tom would receive 5,000 units within the fund. 00am to 4. What is the minimum investment amount for the Westpac Australian Property Securities Fund managed fund? Fund objective MMKT aims to generate a yield (before fees and expenses) that exceeds the Bloomberg AusBond Bank Bill Index, paid monthly, from a portfolio of Australian dollar cash and short-term money market securities issued by investment grade entities. 0888. 2229 Neither Westpac nor any other company within the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any financial product or service issued or offered by Asgard. • BT Funds Management (NZ) Limited (BTNZ, us, we or the Manager) is the Manager of the Scheme. 8:30am - 5:30pm, Mon - Fri. Discover how Zurich Investments can help you access compelling opportunities for strategic Other fund managers worth mentioning are MLC managed funds, Macquarie managed funds, Westpac managed funds and BT managed funds. Investments made in the Westpac KiwiSaver Scheme and other Westpac managed funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New Zealand Limited or other members of the Westpac group of companies. Assets may be held either directly or indirectly via other (including Westpac) managed investments. 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) (together, the Panorama products). To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. Select the Term Deposit. From the Westpac website: A managed fund is a type of investment product - it gives you a hands-off way to invest in a wide range of assets. Asset allocation of the funds are designed to take advantage of investment opportunities and manage risks in the short to medium term. 40%. westpac customer solutions@westpac. 2205 Corporate Bond Fund $1. or any other person guarantees the managed funds’ performance, returns or repayment of capital. Volatility is expected to be the highest of the funds in the Westpac Active Series. ; The most common types of investments are shares, individual stocks, managed funds, index funds, ETFs and retirement accounts (or superannuation). • You will need to complete a separate transfer form for each individual managed fund, even if they are with the Westpac is pulling the plug on new lending to self-managed superannuation funds (SMSF) for property investment, in the latest move by a major to tighten the flow of money into domestic real estate. How do I change my Westpac daily payment limit? Sign into the Westpac App and manage your daily payment limit. Westpac Online Investment Loan . Westpac KiwiSaver Scheme Fund Chooser. The Westpac Margin Loan has over 1,900 managed funds on the Acceptable Securities List and the Westpac Online Investment Loan has approximately 100. Westpac Banking Corporation ABN 33 007 457 141 . Partial Redemption Form (PDF 679KB) Use this form to manage changes to your regular direct debit and investment amount for a Westpac BlueChip20 facility only. e. Managed Funds Transaction Form (PDF 756KB) Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place. Your Bank Open a new Westpac Choice account online by 30 September 2025 to have the monthly Account-Keeping Fee waived for the first 12 months. Access thousands of investments in one place. Our Story. Exchange traded funds (ETFs) provide investors with the opportunity to buy or sell a diversified portfolio of assets in a single transaction. In the Westpac Active Series there are four managed funds (each a fund) for you to invest in. we have the help you need to manage your business. This includes any KiwiSaver funds held. 30am – 5. Each of the six funds has a unique risk indicator (1 = lowest, 7 = highest) and an annual fund charge, as well as distinct investment profiles: allows you to buy acceptable shares and managed investments with borrowed money. The funds are: Actively managed ethical KiwiSaver schemes, such as MAS, Booster and Pathfinder, manage their funds to try and beat the returns of a sharemarket or benchmark. 3. having previously worked at Westpac and written for several other major banks and The Westpac Self Managed Superannuation Report 1 also found that 19% of SMSF members looking to reallocate their cash holdings to other asset classes would invest the funds directly in International shares. View & analyze the LP68037629 fund chart by total assets, risk rating, Min. 2823. The fund invests primarily in growth assets but also has an allocation to income assets. We are located at 275 Kent Street, Sydney NSW 2000. Except where contrary to law, Westpac and the Participant intend by this notice to exclude The Westpac Online Investment Loan, also known as a Margin Loan, allows you to borrow money to invest in shares or managed funds. They are subject to investment and other risks, including possible delays in Growth funds was 1 October 2007. BT Funds Management (NZ) Limited (BTNZ) is the scheme provider and issuer, and Westpac New Zealand Limited is a distributor of, the managed investment schemes referred to above, including the Westpac KiwiSaver Scheme. Compare our funds. The fund invests primarily in income assets but also has a 25% target allocation to growth assets. Managed Funds Transaction Form. AFSL and Australian Credit Licence 233714. of managed funds The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2022 31 March 2023 To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. ix. Unlock FundSource free for 10 days. Cash: 1. BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is a distributor Defensive Fund: 2. Portfolio and BT Private Portfolio are an Individually Managed Account service provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. Find out more at InvestSMART. You contribute to a fund which is managed by a professional fund manager. Find out more; Managing your cash flow. We offer a range of trading tools and features. Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place. However, these funds tend to have higher returns over time. Equities or shares and listed property. Cash Advance Request (PDF 678KB) Managed Funds Transaction. Use this form to complete a managed fund transaction. For example: If you invested $10,000 in Fund A and it returned a profit of 10% after one year, you would expect your investment to be worth $11,000. 20% Income assets . Discover how Zurich Investments can help you access compelling opportunities for strategic The strategy of the Westpac PPSI - Colonial PSL - Investment Balanced managed fund is Invests in domestic and overseas equities units in Australian listed property trusts, fixed interest investments, foreign exchange contracts and futures contracts. When your investment matures, choose a new term – or withdraw funds into your eligible everyday account. KiwiSaver funds are actually a form of managed fund, so they share their features and advantages. However if the deceased person holds a Westpac life insurance policy, funds may potentially be released and will be considered on a Compare SMSF bank accounts in Australia to manage your self-managed super fund’s expenses, place trades, accept member contributions and earn investment income. Also, look for information about how long it takes to actually get paid after requesting a withdrawal, whether regular withdrawals are possible, and how often. How do Canstar’s Managed Funds Star Ratings and Awards work? Canstar’s Managed Funds Awards recognise providers that perform well across a variety of different asset classes and profiles for managed funds, as well as individual awards for providers that offer outstanding value across Multi-Sector Funds and Australian Equities. com. The Default Conservative fund's start date was 1 July 2014, and it was named the Default fund prior to 1 December 2021. Westpac’s support for the new Virescent fund aligns with the bank’s aim to identify and support Australia’s clean tech innovators, says Peter Herbert, Chief Operating Officer, Business & Wealth, at Westpac. Please note that funds with a higher exposure to growth assets (such as shares and property) are expected to have higher average returns over the long term. The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2021 31 March 2022 Enhanced Cash Fund $2. You can login to Westpac One® online banking to check or change your fund. 1. Defined Benefit Section: 3. managed superannuation fund; • Be operating using an Australian address; • Hold a BT Invest is a new way to invest your money, how you want, when you want. Intelligent Investor. BTNZ is the issuer, and Westpac NZ is a distributor of, the Scheme. Mercer Passive Conservative Portfolio Mercer Passive Moderate Portfolio Westpac acknowledges the Traditional Owners as the custodians of this land, recognising their connection to land, waters and community. Go to Maturity instructions and select Make changes. It is not a deposit with or other BT Funds Management (NZ) Limited is the manager of the Westpac Retirement Plan. 10Invest Vanguard Australian Shares Index Fund: LIF4909AU: Equity Australia Large Blend This Climate Statement covers the Westpac Retirement Plan, and the following funds: • Accumulation Portfolio • Balanced Portfolio • Dynamic Portfolio This is the Westpac Retirement Plan’s first Climate Statement and provides existing and potential investors with information on where we are at in our journey to manage climate- From shares, managed funds, managed portfolios and term deposits – you can choose what you want all from one place. BTNZ is the manager of the Westpac KiwiSaver Scheme (scheme). They are subject to investment and other risks, including possible delays in payment of withdrawal Managed Funds Operations Manager at Westpac · Experienced in Operations and Product Management in the financial services sector in New Zealand, the UK and Singapore. A Prescribed Investor Rate (PIR) is the tax rate used on your investment in a Portfolio Investment Entity (PIE) such as the Westpac KiwiSaver Scheme, Term PIE or another Westpac managed fund. The • The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. Access 2,200+ Australian shares listed on the ASX and Chi-X, plus trade around the world on more than 30 international share markets, including The New York Stock Funds in the scheme are managed by BTNZ, the investment arm of Westpac NZ. Westpac Online Banking is available to update Farm Management Deposits from 8. These may change or we may introduce new ones in the future. Search registered payees for “Westpac Active Series Managed Funds” (refer to M attached guidelines); or •o make a payment using a bank other than Westpac, please make payment from your bank account into Guardian Nominees T Limited’s bank account (account number 03-0584-0026000-84). Mercer Passive Conservative Portfolio Mercer Passive Moderate Portfolio When you make a contribution to the Westpac KiwiSaver Scheme, your money goes into a managed fund. In this guide, we list ten popular funds that stand out in an otherwise crowded market. 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 Invest Cash Management Account (BT Applicants of a new Westpac Online Investment Loan who reside in Tasmania must complete this form in addition to the WOIL Application Form. co. In some cases, you could pay more tax on your Westpac Margin Lending Managed Fund Transfer Request Use this form to lodge managed funds to a Westpac Margin Lending Facility. The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2020 31 March 2021 Learn more about this managed fund including fund information, strategy, asset allocation & performance. the management fees) may be lower than an ethical index fund (for example, those operated by This can be done via the Westpac App or Online Banking. Choose from a range of St. 1334. The strategy of the Westpac Investment Bond Managed Stable managed fund is Target range of assets: cash 20-80%, Australian fixed interest 10-35%, Australian shares 0-15%, international shares 0-5% and property 0-25%. Things you should know. (Please note that due to limited space, the labels on the graphs only appear at October each year - however, the line showing the unit ix. For this managed fund (i. Our Story; InvestSMART; Intelligent Investor; Fund Name: Westpac Investment Bond Growth Assets Fund Status: Closed Responsible Entity: Westpac Life Insurance Services Limited Investments made in Westpac managed funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141 (Westpac), Westpac New Zealand Limited (Westpac NZ) or other members of the Westpac group of companies. Remember to do your research carefully and select a managed fund that will fit you objectives and your risk appetite because at the end of the day it’s your money. 7289 per unit and the current entry price is $1. 7974. The strategy of the BT Investor Choice - Moderate Growth managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed Acceptable investments Choose from a range of listed securities and managed funds on our Acceptable Securities List. • The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. 7230 $1. Fund Manager of the Year Awards were announced by Research IP on 2 December 2021. The $20 excludes interest earned on the account and/or Westpac fees charged to the account. Investments made in the Funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac NZ or other members of the Westpac group of companies. 2109 $2. Learn more to see if it From the Westpac website: A managed fund is a type of investment product - it gives you a hands-off way to invest in a wide range of assets. Volatility is expected to be higher than the Default Balanced Fund but lower than the Growth Fund in the Westpac KiwiSaver This site has been produced by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ('AUSIEX'), a wholy owned subsidiary of Nomura Research Institute, Ltd. A copy of the Trust Deed for the Fund can be accessed here. There are a couple of options for accessing the equity in your home to invest, both with different pros and cons that you should weigh up in line with your financial situation. 6336 International Diversified Bond Fund $2. They are subject to investment and other risks, including possible delays in Find our live Westpac Investment Bond Managed Growth fund basic information. An Asset based fee of 0. The strategy of the Westpac PPSI - Colonial PSL - Investment Balanced managed fund is Invests in domestic and overseas equities units in Australian listed property trusts, fixed interest investments, foreign exchange contracts and futures contracts. ; Diversification – a single trade provides instant exposure to a diversified portfolio of securities. The more money you invest in the fund, the more units you own (If you are a KiwiSaver member, you alread Borrowing to invest in approved listed shares or managed funds could help you build your wealth. au Please allow 2 working days for funds to be received by Westpac Online Investment Loan. This Climate Statement covers the Westpac KiwiSaver Scheme, and the following funds: • Balanced Fund • Cash Fund • Conservative Fund • Default Balanced Fund • Defensive Conservative Fund • Growth Fund • Moderate Fund Westpac Managed Funds, PO Box 695, Wellington 6140. You pick what fund you want your money to go into – for example a Conservative, Balanced or Growth Fund. Unlike buying shares directly, when you put money into a managed fund you buy units in the fund. The strategy of the BT Investor Choice - All Australian Share managed fund is The fund will invest mostly in shares of Australian companies expected to pay dividends to which imputation tax credits are attached. 5%) Managed Fund Westpac Wholesale International Fixed Interest Trust; Managed Fund Westpac Wholesale International Fixed Interest Trust Investment Objective. Some managed funds also pay income or 'distributions'. Subscription is free, you'll receive our managed funds & investment newsletter, it provides insight and discounts for the DIY investor FIRST NAME: * LAST NAME: Westpac Capital Notes 6 (WBCPI) Wealth Focus has secured access to the Westpac Capital Notes 6 IPO. Share Trading with Westpac gives you the tools you need to trade smarter. These five diversified portfolios are aligned to acknowledged wealth industry profiles covering most stages of your wealth journey (i. A copy of the Product Disclosure Statement is available from any Westpac branch or at westpac. 2724 $3. Westpac BlueChip20: Westpac BlueChip20 is a financial product issued by Premium Australia Limited ABN 92 117 611 784 AFSL No. 2500+ ASX listed shares and exchange-traded funds. If you’re an existing Westpac customer and are registered for Online Banking, you can apply online for a Farm Management Deposit account in less than 10 minutes. Access 2,200+ Australian shares listed on the ASX and Chi-X, plus trade around the world on more than 30 international share markets, including The New York Stock When you make a contribution to the Westpac KiwiSaver Scheme, your money goes into a managed fund. It empowers individuals to manage their own superannuation investments, providing a level of control and flexibility not typically found in traditional superannuation funds. Lending criteria apply to approval of credit products. Questions? If you need help completing this form, please call us on 1300 551 744. The Westpac Active Series is a managed investment scheme for the purposes of the FMCA. · Experience: Westpac New Zealand Limited · Education: Upper Hutt College · Location: Auckland · 500+ connections on LinkedIn. it's an investment in a managed fund. Managed Funds Transaction Form (PDF 111KB) Westpac Online Investment Loan Facility Agreement: Westpac Online Investment Loan Facility Agreement (PDF 425KB) You've got savings in an Australian complying Superannuation scheme (self-managed super funds and defined benefit funds are excluded). Choose the type of managed fund. 10Invest Vanguard Australian Shares Index Fund: LIF4909AU: Equity Australia Large Blend A Self-Managed Superannuation Fund (SMSF) is a specialized form of retirement savings vehicle in Australia. – BT Funds Management (NZ) Limited (BTNZ, us, we or the Manager) is the of managed funds. The graphs below show the unit prices for each investment fund over time. of managed funds The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2022 31 March 2023 2500+ ASX listed shares and exchange-traded funds. Westpac Term PIE Fund - Returns paid at maturity For terms less than six months, returns are paid in full at the end of the term. Need help with managing your cash flow? From cash flow management and stock control to managing That’s why our managed funds cover a range of asset classes and are suitable for a variety of investment objectives. Your contributions go into a managed fund which invests in a wide range of asset types, including cash, shares and property. Select Make changes and renew account and then Next. Our document centre is designed to give you immediate access to the latest annual and interim reports, and accounts as well as historical documents. Borrower’s details A small corporate fund run for Westpac staff also failed the test, along with default products managed by scandal-plagued industry fund EISS Super, Australian Catholic Superannuation and Managed Funds APIR Code Fund Name LVR APIR Code Fund Name LVR abrdn Australia Limited HLR0007AU Experts' Choice Short Term Money Market 85% 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141. 50% p. Just like borrowing to invest in property, where the property is security for the loan, a Westpac Online Investment Loan is KiwiSaver funds are actually a form of managed fund, so they share their features and advantages. This information has been prepared without taking into account your objectives, financial That’s why our managed funds cover a range of asset classes and are suitable for a variety of investment objectives. The Fund however, invests directly in a New Zealand dollar, interest bearing account w ith Westpac. With the introduction of the superannuation reforms, SuperStream, the Government introduced the Superannuation Transaction Network. Professional fund managers invest your money, along with money from other KiwiSaver members, in assets like shares, property and bonds. The Default Balanced Fund aims to provide moderate to medium returns over the medium to long term. Track performance across your portfolio with real time online reporting and one easy login; Westpac Share Trading provides a flexible way to trade shares and build your portfolio. Login to read. KiwiSaver Share and Print options for this page (often called your "risk profile"), see Sorted's investor kickstarter for managed funds, or answer these three questions for KiwiSaver funds. Westpac Share Trading; Self Managed Super Fund; Ready-made portfolio; Want to learn more. From shares, managed funds, managed portfolios and term deposits – you can choose what you want all from one place. Manage Term Deposit online - are there any restrictions for making changes to my Account within Online Banking? You cannot make the following changes online: Terminate a Term Deposit early; Manage a Term Deposit outside the variation period; Manage a Term Deposit with a restricted status; Manage a Term Deposit less than $5,000 Use ETFs or managed funds to achieve diversification or get exposure to an asset class if you are only investing a modest amount. 7961. KiwiSaver Calculator • Invest sufficient time to manage your fund appropriately • Act in the best interest of the beneficiaries of the fund Self managed super. Four tips for dealing with volatility in your investments. peszpc cfk mjmgt jgvdny ofkwm sfaaa kin qtvp mqqeok bufqhv