With our end-to-end service we’ll:
help look after the paperwork to set up your self managed super fund (SMSF)
open its investment platform and integrated bank account
help you stay compliant when you add our optional SMSF tax and audit service.
So you can focus on making your first investment with confidence.
We’ll provide the documents to establish your SMSF, register it with the Australian Taxation Office, and apply for its Tax File Number and Australian Business Number.
Learn more about our SMSF Establishment Service
Invest in Australian shares, ETFs, term deposits and more to build your own portfolio. If you’d like a bit of help, you can also choose from a wide range of professionally managed funds or portfolios.
Learn more about Panorama Investments
We can help look after your SMSF tax return and annual audit. We will also help keep you up to date with relevant laws and regulations, to help you stay compliant.
Learn more about our SMSF Administration Service
Images and examples are for illustrative purposes only
Buy and sell investments online, without the paperwork
Track your SMSF portfolio and performance with a simple online dashboard
Get market updates related to your listed securities, the latest company information and fund fact sheets
Store, share and protect all of your important SMSF documents in your online document library
See environmental, social and governance ratings to help you make choices about sustainable investing.
From $440 - Learn more
The following administration fees apply to your account:
0.15% of your total balance up to $1 million
+ Selected investment menu: Full Menu $540 pa or Compact Menu $180 pa – Learn more
In addition you will pay an expense recovery of up to $80 pa^
Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.
^This is to recover expenses including government levies and complying with legislative requirements. The exact amount can vary and will be confirmed in your annual statement. In 2018 it was $37.91.
Additional investment fees may apply depending on your investment choices. Other management, transactional and operational costs may apply to an ETF, managed fund or managed portfolio option. For further details, please refer to the relevant disclosure document(s).
All costs are inclusive of GST unless otherwise stated. Other fees, costs and charges may apply to your account. Conditions, fees and charges apply for BT CMA and term deposits issued by Westpac. Westpac may change these or introduce new ones in the future. For further details, please refer to the Investor Guide, Additional Information and Terms Booklet, BT Cash Management Account and BT Cash Management Account Saver and related Payments Services Terms and Conditions, BT Cash Management Account Fees and Interest Rates.
Current as at July 2019. Fees and costs are subject to change.
If you're ready to get started you can apply online in about 10 minutes.
Simple, jargon-free lessons on setting up an SMSF, getting ready to invest and staying compliant with relevant laws. Download the free BT SMSF App now.
Call 1300 554 267
*BT Panorama won ‘Best Technology Offering’ at the Conexus Financial Superannuation Awards, 2017, 2018 and 2019. The awards recognise excellence in the superannuation industry and an independent committee selects the winners. Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in a BT Panorama Investments account. Awards and ratings are current at the time of publication but are subject to change.
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 2019. 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 and read the disclosure documents, including the terms and conditions or Product Disclosure Statement (PDS), before making any decision. All examples and images are for illustrative purposes only. Your portfolio value and performance are likely to be different and will depend on the investment options you have selected and the time period over which you are invested in those options. Past performance is not a reliable indicator of future performance.
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.
You should obtain and consider the relevant PDS in the documents and downloads section on this page 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 also available in the documents and downloads section on this page.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, or 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.
Conditions, fees and charges apply for BT CMA and term deposits issued by Westpac. Westpac may change these or introduce new ones in the future. For 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 and term deposits are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.