Design your super's investments to be as individual as you are, with shares, managed funds, ETFs and more – the choice is yours.

Designed for:
People who want a wider range of investments for their super.

One place to access a world of investment opportunities and the power to trade, transact and manage your SMSF on one platform.

Designed for:
People who want to take full control of their super.

Compare our super funds

Product
name

BT Super Invest

Self managed super (SMSF)

Set up

All online opening

BT SMSF Solutions can be applied for online and over the phone with support from our Customer Relations Team.

Involvement

You choose and manage your own investments. 

BT SMSF Solutions can be applied for online and over the phone with support from our Customer Relations Team.

Investment
options

More than 2,300 options

  • Managed funds
  • Shares
  • ETFs
  • Managed portfolios
  • Cash & Term deposits 

A broad range of options

  • Managed funds 
  • Shares
  • ETFs
  • Managed portfolios
  • Cash & Term deposits 
  • Supports property and other investments

Insurance

  

Insurance must be considered as part of your SMSF strategy. You may choose to hold insurance within your SMSF or outside of it.

Speak to an adviser for further information. 

Admin fees
and costs

$45 pm / $540 pa
+ 0.15% pa of your balance (capped at $1,500)

SMSF expenses are often fixed dollar costs and include annual costs from ATO levy, taxes and independent audit.

SMSFs with less than $200,000 are unlikely to be cost competitive as a large retail super fund.

Investment
fees and costs

Shares 
$12.50 per trade, or 0.11% of the transaction value (if greater)

Managed funds
0.18% to 1.73% pa
(charged by the fund manager)

ETFs 
0.04% to 1.76% pa
(charged by the manager)

Managed portfolios 
0.34% to 1.16% pa
(charged by the issuer)

There is a difference between SMSF investment costs and the fees you’d pay in a large super fund.

It is important to consider investment costs, in addition to other setup and running costs to determine if an SMSF is right for you.

Next steps