SMSF tax return and audit

An SMSF Administration Service to look after your SMSF’s tax return, independent audit and help you stay compliant.

Help to stay compliant

  • 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.
     

  • 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.
     


Which package is right for me?

We offer a choice of three simple administration packages – Core, Connect and Custom. So you’ll have the certainty of a flat dollar fee, plus the flexibility to add extras when you need them.

All costs are inclusive of GST unless otherwise stated.

Core

SMSF administration and tax

$1,900 pa

+

Annual audit

$286 pa

You hold all SMSF assets in your BT Panorama Investments account and up to one property.

Connect

SMSF administration and tax

$2,500 pa

+

Annual audit

$286 pa

You hold some SMSF assets outside of your BT Panorama Investments account and/or want the option to add extra properties or have segregated assets.

Custom

SMSF administration and tax

From $3,500 pa

+

Annual audit

$286 pa

You hold some more complex assets (eg derivatives, options, and international shares) or have a property with a related party loan. Ask us for a quote.

Please refer to the BT Panorama SMSF Administration Service Guide for details of what is included in each package.

  • Trust Deed replacement: $187

  • Government charges: ATO and ASIC fees

  • Additional services: You have the flex­i­bil­ity to add these when you need them, so you only pay for what you need

    eg. Changes in your trustee, Additional tax services, Actuarial certificates

Find out more about fees and costs

If you want to know more about the fees and costs please refer to the BT Panorama SMSF Administration Service Guide.

Frequently asked questions

What additional help is available?

We give you the flexibility to add these additional services – so you only pay for what you need.

Company maintenance: If you have a corporate trustee we’ll maintain your company’s ASIC records, annual company statement and arrange to pay your annual ASIC fee from your cash hub BT CMA.

Additional tax services: When required, we can arrange preparation and lodgement of Activity Statements  and PAYG Payment Summaries.

Actuarial support: We can arrange actuarial certificates when you need them.

If you want to know more about the fees and costs please re­fer to the BT Panorama SMSF Administra­tion Ser­vice Guide.

Do I need to open an investment platform and cash account?

To apply for our SMSF Administration Service you will also need to apply for a Panorama Investments account and an integrated BT Cash Management Account (BT CMA) for your SMSF. Our SMSF consultants will help you apply for these in one simple application.

Panorama Investments and the BT CMA are at the heart of our SMSF Administration service. This gives us the visibility of your investments and transactions that we need to manage your SMSF’s tax and audit.

Where can I find further information?

If you want to know more about the administration packages, fees and what’s included in the SMSF Administration Service please refer to the BT Panorama SMSF Administration Service Guide.

Open an account

If you're ready to get started you can apply online in about 10 minutes.

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

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 July 2018. 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.

 

Talk to an SMSF consultant

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