Things you should know
This information does not take into account an investors personal objectives, financial situation or needs so you should consider its appropriateness having regard to these factors before acting on it.
Westpac RE Limited ABN 80 000 742 478, AFSL 233717 is the responsible entity of, and issuer of the interests offered in BT Elect Portfolio ARSN 122 516 269, a registered managed investment scheme. This information has been prepared without taking into account your personal objectives, financial situation or needs. For this reason, before acting on the information you should consider its appropriateness and consider the disclosure documents which include the BT Elect Portfolio Product Disclosure Statement (‘BT Elect PDS’). The BT Elect PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by calling 1800 222 790.
An investment in BT Elect Portfolio is not a deposit with, or any other liability of, Westpac or any other company in the Westpac group of companies. It is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Neither Westpac nor any company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of this investment.
BT Aspire Portfolio and BT Private Portfolio are Individually Managed Account service provided to wholesale clients only by Westpac RE Limited (ABN 80 000 742 478 AFSL 233717). An investment made using the BT Aspire Portfolio or BT Private Portfolio and BT Private Portfolio service does not represent either a deposit with or an liability of, Westpac Banking Corporation or any other company in the Westpac Group of companies. It is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Neither Westpac Banking Corporation nor its related entities stand behind or otherwise guarantee the capital value or investment performance of an investment made using the BT Private Portfolio service. BT Margin Loans are offered by BT Securities Limited (ABN 84 000 720 114 AFSL 233722).
This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Past performance is not a reliable indicator of future performance. The tax position described is a general statement and is for guidance only. 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. The projections given above are predicative in character. Whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be affected by incorrect assumptions or by known or unknown risks and uncertainties. The results ultimately achieved may differ from these projections.
The information in this publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be accurate at its issue date. It should not be considered a comprehensive statement on any matter nor relied upon as such. While this material is published with necessary permission, no company in the Westpac Group accepts responsibility for the accuracy or completeness of, or endorses this material. Except where contrary to law, we intend by this notice to exclude liability for this material.
Information current as at 1 March 2015