All in one place
Invest your super and manage your fund on your PC, tablet or mobile – with a single login.
More peace of mind
It’s good to know you have a team of professionals looking after your SMSF’s tax, audit and compliance paperwork.
Invest in what you want
Administration support for a wide range of investments held in BT Panorama Investments or externally, including property assets.
Help to transfer
We can help you transfer your existing SMSF investments over to BT SMSF. We can also help you transfer to our SMSF Administration Service and bring your fund’s compliance up-to-date.
Help when you need it
Our SMSF Consultants are here to support you and answer your SMSF questions. We’ll also keep you up-to-date on any changes to superannuation and tax laws.
All SMSF assets are held in your BT Panorama Investments account, except for a single property.
You will hold some SMSF assets outside of your BT Panorama Investments
account and/or want the option to add extra properties or have segregated assets.
Additional fees apply for:
Our SMSF Administration Service will help you look after the paperwork that comes with running your own super fund.
Plus extra help is available when you need it:
The SMSF Administration fee is based on the complexity of your fund’s assets and member circumstances – so you only pay for what you need. Please refer to the BT Panorama SMSF Administration Service Guide for details of what is included in each package.
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.