Help to set up your SMSF

  • One simple application

  • Bank account and investment platform set up

  • We apply for your SMSF's Tax File Number and Australian Business Number

  • We register your SMSF with the ATO

Ready to get started

If you're ready to get started you can apply online in about 10 minutes.  Call 1300 554 267 with any questions or request a callback

Our SMSF setup service

Your SMSF
We'll manage the paperwork to set up your SMSF.

Your investment platform
A BT Panorama Investments account so you can invest your super. 
Learn more

Your bank account
An integrated BT Cash Management Account for your SMSF transactions.

SMSF Establishment Service

Choose your structure

An SMSF is a trust, and like any trust is run by the trustees. There are a few key differences between the trustee structures and it’s important to choose the most appropriate one for you. Learn more about trustee structures.

You can choose from two different structures:

Individual trustees

  • Each member is a trustee of the SMSF

What's included

  • Providing the documents to establish the SMSF, including:
    - Trust 
    - Trustee declarations and consents
    - Product disclosure statement (PDS)
    - Member applications and minutes

  • 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)

  • Investment strategy template

  • Set up a Panorama Investments account with an integrated BT Cash Management Account

Costs for SMSF setup with individual trustees. This covers:

  • Providing you with the Trust Deed and other documentation to establish your SMSF

  • Arranging for the required registrations, including the registration of your SMSF as a regulated fund with the ATO

$440*

inc GST

Corporate trustee

  • A company is set up to act as the trustee of the SMSF

  • Generally, each member is appointed as a director of the company

What's included

  • Providing the documents to establish the SMSF, including:
    - Trust
    - Trustee declarations and consents

    - Product disclosure statement (PDS)
    - Member applications and minutes

  • Registering 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)

  • Investment strategy template

  • Set up a BT Panorama Investments account with an integrated BT Cash Management Account

  • Establish a company to act as corporate trustee of the SMSF

  • Register the company with the Australian Securities & Investments Commission (ASIC). 

Costs for SMSF setup with corporate trustees. This covers:

  • Providing the Trust Deed and other documentation to establish your SMSF

  • Arranging for all of the required registrations, including the registration of your SMSF as a regulated fund with the ATO

  • Setting up a company to act as trustee

  • Registering the company with ASIC (the $512 company registration fee is included)

$1,192*

inc GST

SMSF Administration Service fees and costs
Learn more about and the benefits of our SMSF Administration Service.

Things you should know


*Current as at 1 July 2021. Fees and costs are subject to change. Additional fees may apply if stamp duty is payable following execution of your Trust Deed in Tasmania and Northern Territory.

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 1 July 2021. The information provided is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you. Past performance is not a reliable indicator of future performance.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (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). Together, these products are referred to as the Panorama products.

A Product Disclosure Statement or other disclosure document (PDS) 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 on www.bt.com.au/smsf or by calling 1300 554 267.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, BT CMA and 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.

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