SMSF Administration Service, BT Panorama

We look after your client’s SMSF tax return, independent audit and help them stay compliant.

Less paperwork, more peace of mind

  • Tax and audit for end of financial year
    We prepare your client’s SMSF tax return, financial statements and arrange the independent annual audit.
     

  • Compliance support
    We help you and your client stay on top of complex super and tax laws and provide useful reminders and templates to help you keep your client's SMSF compliant.
     

  • Help to manage the paperwork
    We help look after the paperwork, reporting and compliance that comes with managing an SMSF.
     

  • Help everyone stay on track
    We help you and your client monitor member contribution caps and minimum pensions, maintain member records,  provide annual member statements and more.
     

  • Set up and manage pensions
    We establish and maintain member pensions, including calculation of the minimum and maximum pension limits.
     

  • A flexible trust deed
    We provide your client with a smart, flexible SMSF trust deed designed to support a wide range of super strategies.

Which package is right for my client?

We offer a choice of three simple administration packages – Core, Connect and Custom. So your client has the certainty of a flat dollar fee, plus the flexibility to add extras when needed.

All costs are inclusive of GST unless otherwise stated.

Core

SMSF administration and tax

$1,900 pa

+

Annual audit

$286 pa

Designed for SMSFs who:

  • Hold all assets in their BT Panorama Investments account or selected BT platfoms1 
  • Hold Australian property (first property included)

Find out more

 

Connect

SMSF administration and tax

$2,500 pa

+

Annual audit

$286 pa

Designed for SMSFs who:

  • Hold a mix of assets in their BT Panorama Investments account and externally2 
  • Hold Australian property (first property included)
  • Have segregated assets (additional fees apply)

Find out more

 

Custom

SMSF administration and tax

From $3,500 pa

+

Annual audit

$286 pa

Designed for SMSFs who:

  • Hold a mix of assets in their BT Panorama Investments account and externally2 
  • Hold Australian property (first property included)
  • Have segregated assets (additional fees apply)
  • Hold more complex assets (e.g. derivatives, options, collectibles or foreign trading accounts)

Find out more 
Call 1300 784 207 to ask us for a quote.


1. Assets can be held in selected BT platforms including BT Panorama Investments and BT Wrap.
2. Assets that may be held externally include domestic assets (term deposits, listed equities, managed funds, managed portfolios, platforms and property), ASX-listed instalment warrants (directly held), widely held trusts (unlisted), private unit trusts or companies, gold/silver bullion (via a bullion house) and directly-held foreign assets (cash, term deposits or listed securities).

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

  • Trust Deed replacement: $187

  • Government charges: ATO and ASIC fees

  • Additional services: You and your client have the flex­i­bil­ity to add these when needed, so you only pay for what they need

    eg. changes in trustee, additional tax services, actuarial certificates

Find out more about fees and costs

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

panorama

Open an account

If you’re registered for BT Panorama simply log in, click on ‘I’d like to…’, select either ‘Open an account’ or ‘Establish a new SMSF’ and complete the online application. You can then apply on behalf of your SMSF client for the BT Panorama SMSF Administration Service once their account is active.

Call 1300 784 207

If you’re not registered for BT Panorama or have a question call us. Mon-Fri 8.00am – 6.30pm, Sydney time.

Request a callback

Give us your details and we’ll be in touch.

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 us on 1300 784 207
(Mon-Fri 8:00am-6:30pm,
Sydney time)