You can manage your own superannuation with a self-managed superannuation fund (SMSF). Contact BT to learn more.
As the Trustee or Director of the corporate trustee of your SMSF it is essential that you understand the stringent rules that apply. Here we look at some of the key rules.
Self managed super funds can offer Trustees more control over the taxation of their superannuation however like all aspects of SMSFs there are rules that apply.

Setting up your own super fund is a big decision and it isn’t right for everyone. There’s a few important things to consider before you start. Learn more about an SMSF to see if it might be right for you.

Setting up an SMSF means as a trustee, you can choose how to invest and manage your super savings. Below we explore the main benefits to managing your own superannuation.
There are strict laws and regulations that govern SMSFs. As a trustee of your own superannuation fund you’re held responsible for your investments and complying with super and tax laws. Make sure you understand the risks before you get started.
It’s important to understand the types of costs associated with running a self managed super fund. Here we overview some of the common costs.
Once you’ve decided an SMSF is right for you, it’s important to understand the steps involved in getting your SMSF established. We outline the 5 key steps.
As with other aspects of self managed super funds there are rules around who can be a Trustee or Director of the corporate Trustee of your SMSF. This article explains some of those Trustee rules.
Ready to start? BT can help you every step of the way

An end-to-end service to help you every step of the way

  • One login for every part of your SMSF

  • You’re in control, with simple tools to help you track your portfolio, performance and important documents

  • Dedicated SMSF consultants and support team for when you need help

  • One easy application

  • Everything you need to get started - we’ll set up your SMSF, cash account and investment platform

  • Choice of individual or corporate trustee

  • Building the portfolio you want is easy with access to Australian shares, term deposits, managed funds and managed portfolios

  • Invest with one login, in just a few clicks

  • No more filling in application forms every time you invest

  • Help to manage your SMSF paperwork

  • Includes your SMSF’s annual return and independent annual audit

  • Choice of services so you only pay for what you need

Get help if you need it

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

Request a call

What you need to know

1. ATO Self Managed Super Fund Quarterly Statistical Report, SMSF Population Table, December 2017.

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 May 2018. 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 having regard to these factors before acting on it. 

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.