About services for existing SMSFs

  • End of financial year support

  • Stay up to date with compliance and tax laws

  • Help managing your contributions, paperwork and statements.

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.

Key features

Tax and audit for end of financial year
We’ll prepare your SMSF tax return, financial statements and arrange the independent annual audit.

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.

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

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

Set up and manage pensions
We’ll establish and maintain member pensions, including calculation of the minimum and maximum pension limits.

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.

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Core

SMSF administration and tax

  • Hold all assets in their BT Panorama Investments account or selected BT platfoms1

  • Hold Australian property (First property included)

$1,900


Plus an annual audit $265 pa*

Connect

SMSF administration and tax

  • Hold a mix of assets in their BT Panorama Investments account and externally2

  • Hold Australian property (First property included)

  • Have segregated assets (Additional fees apply)

$2,500

Plus an annual audit $300 pa**

Custom

SMSF administration and tax

  • Hold a mix of assets in their BT Panorama Investments account and externally2

  • Hold Australian property (First property included)

  • Have segregated assets (Additional fees apply)

  • Hold more complex assets (e.g. derivatives, options, collectibles or foreign trading accounts)

$3,500

Plus an annual audit $300 pa**

Already with BT Panorama

Log into your BT Panorama account to subscribe.

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

Things you should know

* If your SMSF holds 100% of its assets on Panorama for the entire financial year.

** If your SMSF holds a mix of assets on Panorama and externally.

Assets can be held in selected BT platforms including BT Panorama Investments and BT Wrap.

2 Assets that may be held externally include domestic assets (term deposits, listed equities, managed funds, managed portfolios, platforms and property), ASX listed instalment warrants (directly held), widely held trusts (unlisted), private unit trusts or companies, gold/silver bullion (via a bullion house) and directly-held foreign assets (cash, term deposits or listed securities).

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 or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products 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 in, or acquired through, the Panorama products.

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Talk to an SMSF consultant

Call 1300 554 267
(Mon-Fri 8:30am-6:00pm,
Sydney time)