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What are other SMSFs doing with their investments?

Explore our latest market and investment insights for SMSFs.

View the SMSF checklist for EOFY and start planning for 2018/19.

What does the 2018 Federal Budget mean for SMSFs?

Building a diversified portfolio is easy with online access to Australian shares, managed funds, managed portfolios, cash and term deposits.

BT can help with your SMSF audit, tax and compliance responsibilities.

 

You can borrow to purchase a residential investment property for your SMSF through Westpac.
 

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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 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.

Credit criteria, terms and conditions, fees apply for SMSF Investment Property Loans. Credit is provided by Westpac.

Federal budget update

The information on this website must not be copied, used, reproduced or otherwise distributed or circulated to any other party, and may not be attributed to BT Financial Group or any other company in the Westpac Group.

The information on this website has been prepared by BT Financial Group, the wealth management arm of the Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac), and is current as at 8 May 2018. BT Financial Group includes Magnitude Group Pty Ltd ABN 54 086 266 202 AFSL 221557, Securitor Financial Group Ltd ABN 48 009 189 495 AFSL 240687, BT Funds Management Limited ABN 63 002 916 458 AFSL233724, BT Portfolio Services Limited ABN 73 095 055 208 AFSL 233715 and Asgard Capital Management Limited ABN 92 009 279 592 AFSL 240695 (Westpac and its related entities collectively, the Westpac Group).

It is important to note that the policies outlined in this publication are yet to be passed as legislation and therefore may be subject to change or further refinement.

The information on this website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. The content available on this website 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.

Any taxation information contained in the website are general statements and is for guidance only. It has not been prepared by a registered tax agent. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice.

Any graph, case study or example contained in the website are purely for illustration only.

This information may contain material provided by third parties derived from sources believed to be accurate at its issue date.  While such material is published with necessary permission, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.