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    Self managed super funds (SMSFs)

    Our SMSF solution is built on BT Panorama, the award winning platform* that helps you manage your SMSF’s investments and cash in one convenient place. 

    SMSF products

    existing SMSF

    Already have an SMSF?

    Open up your investment opportunities with access to thousands of investments on one platform. 

    SMSF investment platform
    Panorama investments account

    BT Panorama Investments account

    At the heart of BT SMSF is your Panorama Investments account. Access thousands of investments in one place.

    SMSF investments account

    Your personal finances

    Whether you need help organising your finances or tips to make your money work harder, we have insights and tools to help make every move a smart one.
    Getting married

    Managing your finances

    Life is a series of choices or moves. Understand how to better manage your personal finances and build the confidence to make every move a smart one.
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    Getting married

    Building & managing wealth

    Understand how to build financial security for you and the people who matter in your life, financially, now and into the future.
    Learn more
    Getting married

    Planning your retirement

    If you have started considering what retirement might mean for you or if you are working on a plan for a great future, we can help you to understand what you need to think about.
    Learn more

    Additional information

    BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) (together, the Panorama products).

    This information does not take account of your individual objectives, financial situation and needs. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the Panorama products.

    BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA through the Panorama products, the Panorama products are not a deposit with, investment in, or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of the Panorama products.

    For the Target Market Determination for these products please refer to www.bt.com.au/​tmd.

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation