Is it time to stay the course or make some adjustments?

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What are other SMSFs doing with their investments?

See how other SMSFs are investing


Explore our latest market and investment insights for SMSFs.

Explore investment insights


Get your SMSF ready for the financial year ending 30 June 2019 and start planning for the financial year ahead.

View the SMSF checklist 
(PDF 208 KB)

A vital part of successful investing over the longer term, is knowing yourself, along with the mental traps you may fall into when making investment decisions.
July saw the RBA deliver a further cut to the cash rate, US Fed Reserve lower interest rates for the first time in 11 years and Boris Johnson take office as the UK Prime Minister.
When running a self-managed superannuation fund, it’s important to be aware of some of the key global and economic environmental factors that may impact your portfolio. We look at five global themes that are currently playing out in world markets and what they could mean for you.
If you have a self-managed super fund, and are managing your own super and retirement plans, then it’s important to have the right investment strategy in place.
There are a lot of myths surrounding SMSFs so we look at the real data from the ATO to find what the truth about SMSF investment.
Diversification is likely to be one of the key foundations of a strong investment portfolio. Pendal, one of BT’s key strategic partners, explains this strategy in simple terms.
A fresh period of sustained volatility is, to many, foreign at best, worthy of panic at worst. But there are ways to maintain perspective without getting caught up in the daily soap opera of investment markets. Learn more.

Invest in Australian shares, ETFs, term deposits, managed funds and professionally managed portfolios all from the one platform.

If you aren’t already working with an accountant, BT can help with your SMSF audit, tax and compliance responsibilities.

A bank account to manage your SMSF’s cash and invest in term deposits, all from the one place.

Get help if you need it

Call 1300 554 267

Talk to the BT SMSF Concierge
8:30am-6:00pm Sydney time
Monday - Friday

Send us your questions

Send your questions about our SMSF solutions via our online form and the BT SMSF Concierge 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 August 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 and read the disclosure documents, including the terms and conditions or Product Disclosure Statement, before making any decision.

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) and BT Cash Management Account Saver (BT CMA Saver). 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.

Conditions, fees and charges apply for BT CMA Saver and term deposits issued by Westpac. Westpac may change these or introduce new ones in the future. For BT CMA Saver and term deposits issued by Westpac you may be entitled to payment under the Australian Government’s Financial Claims Scheme in the event that Westpac becomes insolvent. Payments under the Financial Claims Scheme are subject to a limit for each depositor for eligible deposits held in Westpac. Information about the Financial Claims Scheme can be obtained from www.fcs.gov.au BT CMA Saver and term deposits are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.