Provide all the documents to establish your SMSF
Register your SMSF as a regulated fund with the Australian Taxation Office (ATO)
Register your fund for a Tax File Number (TFN) and Australian Business Number (ABN)
Provide an investment strategy template
Set up a BT Panorama Investments account with a BT Cash hub
Establish a company to act as corporate trustee of your SMSF
Register the company with the Australian Securities & Investments Commission (ASIC)
Establish an SMSF with individual trustees
Establish an SMSF with a corporate trustee
Setting up your own super fund is a big decision and it isn’t right for everyone. There’s a few important things to consider before you decide to start an SMSF. Read a free ‘Guide to Self Managed Super Funds’ e-book to learn more.
There are some differences between the two structures and it’s important to choose the most appropriate one during the establishment of your SMSF. Read a free Guide to Self Managed Super Funds e-book for a comparison of the structures to help you decide which is right for you.
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.