Whether you’ve just started researching or you’re ready to set up an SMSF, learn the SMSF basics in four steps.


Is it time to stay the course or make some adjustments?

Check your investment strategy


When considering your SMSF strategy, it can be helpful to look at what other SMSFs are doing.

More about comparing your SMSF


Meet your SMSF obligations with our helpful EOFY SMSF checklist.

View the SMSF checklist (PDF 219 KB)

Although much has changed this year, your self managed super fund (SMSF) must still follow all the rules that relate to it. Our EOFY SMSF checklist will help you meet your SMSF obligations.

Get a better understanding of what’s required when contributing to your SMSF.

Jargon-free lessons on SMSFs

Simple, jargon-free lessons on setting up an SMSF, getting ready to invest and staying compliant with relevant laws. Download the free BT SMSF App now.

Things you should know

The information on this website has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at August 2019. The information provided is general in nature and does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness and read the disclosure documents before making any decision. All examples and images are for illustrative purposes only. Past performance is not a reliable indicator of future performance.

BTPS operates 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), BT Cash Management Account Saver (BT CMA Saver) and Westpac term deposits. These products are referred to as the Panorama products.

A Product Disclosure Statement (PDS) or other disclosure documents for the Panorama products can be obtained by contacting BT on 1300 554 267 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS 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 contacting BTPS.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, the BT CMA, or the BT CMA Saver acquired through the Panorama operating system, an investment acquired using the Panorama operating system is not an investment in, deposit with 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 any investments acquired through the Panorama operating system.

Conditions, fees and charges apply for BT CMA, BT CMA Saver and Westpac term deposits issued by Westpac. Westpac may change these or introduce new ones in the future. For BT CMA Saver and term deposits issued by Westpac you may be entitled to payment under the Australian Government’s Financial Claims Scheme in the event that Westpac becomes insolvent. Payments under the Financial Claims Scheme are subject to a limit for each depositor for eligible deposits held in Westpac. Information about the Financial Claims Scheme can be obtained from www.fcs.gov.au BT CMA, BT CMA Saver and Westpac term deposits are available only in Australia.

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