Help to manage your SMSF

There’s a lot to think about when you have a Self Managed Super Fund (SMSF). We can help you look after your fund’s tax, audit and compliance paperwork.

We’ll help you manage the paperwork that comes with running your SMSF.

We’ll arrange your fund’s annual return to the ATO.

We’ll arrange your fund’s independent annual audit.

5 reasons to get help to manage your fund

  • 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.

$1,900 pa

All SMSF assets are held in your BT Panorama Investments account, except for a single property.

$2,500 pa

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.

From $3,500 pa+

You hold some more complex assets (e.g. derivatives, options, and international shares) or have a property with a related party loan. Ask us for a quote.


Frequently asked questions

What other fees apply?

Additional fees apply for:

  • Trust Deed replacement – $187
  • Annual audit fee – $330 pa
  • Government charges – ATO and ASIC fees
  • Additional services – we give you the flexibility to add these when you need them, so you only pay for what you need

How can we help?

Our SMSF Administration Service will help you look after the paperwork that comes with running your own super fund.

  • A compliant trust deed
    We provide you with a smart, flexible SMSF trust deed designed to support a wide range of super strategies and help ensure it stays compliant.

  • Compliance support
    We’ll help you stay on top of complex super and tax laws and give you useful reminders and templates to help you stay compliant.

  • Help to manage the paperwork
    We’ll help look after the paperwork, reporting and compliance that comes with having your own super fund.

  • Help members stay on track
    We’ll help to monitor members’ contribution caps and minimum pensions, maintain member records provide annual member statements and more.

  • End of financial year
    We’ll prepare your fund’s financial statements and arrange an annual tax service and independent annual audit.

  • Pensions
    We’ll establish and maintain member pensions, including calculation of the minimum and maximum pension limits.

Plus extra help is available when you need it:

  • Company maintenance
    If you have a corporate trustee we’ll maintain your company’s ASIC records, annual company statement and arrange to pay your annual ASIC fee from your cash hub.

  • Additional tax services
    When required, we can arrange lodgement of Business Activity Statements, PAYG Instalment Activity Statements and PAYG Payment Summaries.

  • Actuarial support
    We can arrange actuarial certificates when you need them.

Which package is right for me?

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.

Where can you find further information?

If you want to know more about the administration packages, fees and what’s included in the SMSF Administration Service please refer to the  BT Panorama SMSF Administration Service Guide.

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BT SMSF Consultant will call you back.

Weekdays 8:30am – 6:00pm AEST

What you need to know

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 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 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.