As Westpac's wealth expert and one of Australia’s leading investment managers, BT is now offering a new way to invest and help to stay compliant.
Build a diversified SMSF portfolio with access to a wide range of investments, integrated BT Cash hub, Australian shares, managed funds, managed portfolios and term deposits
Manage your portfolio using advanced tools, intra-day portfolio valuation, customised news and market data performance and asset reporting
Monitor and trade on your portfolio 24/7 with our mobile app and all-in-one platform which is integrated with your online banking
Save time with our tax reporting, compliance support, accountant access and team of SMSF consultants
Looking to start an SMSF?
Set up, invest and manage your SMSF with BT.
One place to set up an SMSF, invest in a wide range of investments and manage your fund
A single login to transact, trade and view all your SMSF information
Keep in touch with your portfolio on your PC, tablet or smartphone
Trade from over 2,000 ASX listed securities, including shares and ETFs
Choose from over 350 professionally managed funds providing access to international shares, fixed interest, property, infrastructure and more
Select from more than 25 expertly managed portfolios that give you transparency, portability and control
Receive market updates customised to your portfolio and watchlist
View real-time pricing and the latest company research and fund fact sheets
Make the most of investment opportunities with the ability to establish a regular investment plan and manage corporate actions online
See a daily snapshot of your SMSF on one screen, including portfolio valuation, performance, asset allocation, capital, income, available cash and recent transactions
Add any external assets you hold outside of BT SMSF (e.g. property) to get a whole of fund view
Compare your fund’s performance against your chosen industry benchmark
Save time at end of financial year by linking your accountant so they can view your SMSF’s data, including a consolidated tax report
Track your contributions and pensions to help you stay within your limits
Store all your important SMSF documents in your secure online document library
The information on this website has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 31 October 2016. The information provided is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you.
BTPS operates BT Panorama Investments (the investor directed portfolio service operated by BTPS). BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios. An Investor Guide is available for BT Panorama Investments and a PDS is available for BT Cash and BT Managed Portfolios (the Panorama products). These disclosure documents can be obtained from BTPS by visiting www.bt.com.au/smsf or calling 1300 554 267. A person should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.
In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on this page above or by calling 1300 554 267.
BTPS, BTFM and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through Panorama, an investment in or acquired through Panorama is not an investment in a bank or a bank deposit. Westpac and its related entities do not guarantee an investment in or acquired through Panorama Investments.