Less paperwork, more peace of mind
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Tax and audit for end of financial year
We prepare your client’s SMSF tax return, financial statements and arrange the independent annual audit.
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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.
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Help to manage the paperwork
We help look after the paperwork, reporting and compliance that comes with managing an SMSF.
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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.
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Set up and manage pensions
We establish and maintain member pensions, including calculation of the minimum and maximum pension limits.
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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
$265 pa*
Designed for SMSFs who:
- Hold all assets in their BT Panorama Investments account or selected BT platfoms1
- Hold Australian property (first property included)
Connect
SMSF administration and tax
$2,500 pa
+
Annual audit
$300 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)
Custom
SMSF administration and tax
From $3,500 pa
+
Annual audit
$300 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.
* If the SMSF holds 100% of its assets on Panorama for the entire financial year.
** If the SMSF holds a mix of assets on Panorama and externally.
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.
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Trust Deed replacement: $198
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Government charges: ATO and ASIC fees
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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.
Speak to a BDM
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.
Disclosure and documents
Panorama SMSF Administration Service
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BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
Panorama Investments account
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BT Panorama Investments Investor Guide (PDF 2580 KB)
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BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
BT CMA Saver Account
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BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
Panorama SMSF Establishment Service (Optional)
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BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
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.
Speak to a BDM
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.