Unlike large super funds, that can have thousands of members, an SMSF is a fund with up to a maximum of 4 members.
As a trustee, you can choose how to invest and manage your super savings.
There are strict laws and regulations that govern SMSFs. As a trustee of your own super fund you’re held responsible for your investments and complying with super and tax laws.
Setting up your own super fund is a big decision and it isn’t right for everyone.
So there’s a few important things to consider before you start an SMSF.
We’ll also help you look after all the paperwork to set up your SMSF.
It’s easy to build your own diversified portfolio with access to a world of investments, all in one place.
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
We take the hard work out of setting up your own super fund.
We can help you open an account.
The information in this document has been prepared by Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation and needs.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (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 by visiting bt.com.au/smsf or 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.