Whether you're a first time investor, saving for retirement or after a simple PIE investment, we can help you find the right investment solution and build a wealthier future.
An investment in the Westpac Term PIE Fund (Term PIE Fund) works in a similar way to a Westpac term deposit, with the added advantage of having your investment income taxed at a lower rate if you're normally taxed at 33% or 38%.
A fund designed for investors who want easy access to a diversified range of corporate bonds and fixed interest securities, issued by companies in New Zealand and Australia.
A unit trust designed for investors wanting a low-risk, tax-efficient fund that offers greater flexibility than a term deposit.
You can get a copy of the investment statement for any securities for which an investment statement is required from any Westpac branch in New Zealand. Disclosure Statements for Westpac Investment Advisers are available on request and free of charge from any Westpac Investment Adviser.
The Westpac managed funds are issued by BT Funds Management (NZ) Limited.
Investments made in the managed funds do not represent bank deposits or other liabilities of Westpac New Zealand Limited or any other member of the Westpac group of companies, are subject to investment and other risk, and are not guaranteed by any person.
The information on this page is presented subject to our legal page and any other terms and conditions that Westpac may impose from time to time. It is subject to change without notification.
