The smarter way to manage an SMSF – all in one place

As Westpac's wealth expert and one of Australia’s leading investment managers, BT is now offering a new way to establish, invest and help to stay compliant.

  • Build a diversified SMSF portfolio with access to a wide range of investments, integrated BT Cash hub, Australian shares, managed funds, managed portfolios and term deposits

  • Manage your portfolio using advanced tools, intra-day portfolio valuation, customised news and market data performance and asset reporting

  • Monitor and trade on your portfolio 24/7 with our mobile app and all-in-one platform which is integrated with your online banking

  • Save time with our tax reporting, compliance support, accountant access and team of SMSF consultants

Already have an SMSF?
Explore a new way to invest and manage your SMSF with BT.

Give us a call, 1300 554 267

We’ll also help you look after all the paperwork to set up your SMSF.

It’s easy to build your own diversified portfolio with access to a world of investments, all in one place.

Get expert help with your fund’s tax, audit and compliance paperwork.

Experts you can trust

As Westpac's wealth expert and one of Australia's leading investment managers, BT has been helping Australians invest since 1969 and has more than $130bn in funds under administration. And as part of the Westpac Group, you have access to a stable of expertise, market-leading brands and capabilities, to help you prepare for your best financial future.

 

Our services
Building a diverse portfolio
Smart SMSF functionality

Have any questions? Talk to a BT SMSF consultant today or request a call back.

Ask us about our introductory offer, available until 31 May 2017.

Setting up your own super fund is a big decision and it isn’t right for everyone. Download our Guide to Self Managed Super Funds e-book to learn more about SMSF and if it might be right for you.

1. Everything you need in one place

  • One place to set up an SMSF, invest in a wide range of investments and manage your fund

  • A single login to transact, trade and view all your SMSF information

  • Keep in touch with your portfolio on your PC, tablet or smartphone

man on ipad

2. Diversify your SMSF portfolio

  • Trade from over 2,000 ASX listed securities, including shares and ETFs

  • Choose from over 350 professionally managed funds providing access to international shares, fixed interest, property, infrastructure and more

  • Select from more than 25 expertly managed portfolios that give you transparency, portability and control

3. Make informed investment decisions

  • Receive market updates customised to your portfolio and watchlist

  • View real-time pricing and the latest company research and fund fact sheets

  • Make the most of investment opportunities with the ability to establish a regular investment plan and manage corporate actions online

4. Manage your portfolio and track your performance

  • See a daily snapshot of your SMSF on one screen, including portfolio valuation, performance, asset allocation, capital, income, available cash and recent transactions

  • Add any external assets you hold outside of BT SMSF (e.g. property) to get a whole of fund view

  • Compare your fund’s performance against your chosen industry benchmark

5. SMSF made easy

  • Save time at end of financial year by linking your accountant so they can view your SMSF’s data, including a consolidated tax report

  • Track your contributions and pensions to help you stay within your limits

  • Store all your important SMSF documents in your secure online document library

Simply complete the form and a 
BT SMSF Consultant will call you back.

Weekdays 8:30am – 6:00pm AEST


What you need to 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 31 October 2016. 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.

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 www.bt.com.au/smsf 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 on this page above or by 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.