We provide all the required paperwork to establish an SMSF including a trust deed.
We register the SMSF with the ATO and apply for the Tax File Number and Australian Business Number.
Your client also applies to open either a BT Panorama Investments account with its integrated CMA or a standalone BT CMA Saver account, depending on their choice.
Once the SMSF is established, you can add our optional BT Panorama SMSF Administration Service to look after your client’s SMSF tax return, independent audit and help your client stay compliant.
Providing the documents to establish the SMSF, including:
- Trust Deed
- Trustee declarations and consents
- Product disclosure statement (PDS)
- Member applications and minutes
Registering the SMSF as a regulated fund with the Australian Taxation Office (ATO)
Registering the fund for a Tax File Number (TFN) and Australian Business Number (ABN)
Providing an investment strategy template
Setting up either a BT Panorama Investments account with an integrated BT Cash Management Account or a standalone BT CMA Saver account
Providing the documents to establish the SMSF, including:
- Trust Deed
- Trustee declarations and consents
- Product disclosure statement (PDS)
- Member applications and minutes
Registering the SMSF as a regulated fund with the Australian Taxation Office (ATO)
Registering the fund for a Tax File Number (TFN) and Australian Business Number (ABN)
Providing an investment strategy template
Setting up either a BT Panorama Investments account with an integrated BT Cash Management Account or a standalone BT CMA Saver account
Establishing a company to act as corporate trustee of the SMSF
Registering the company with the Australian Securities & Investments Commission (ASIC). The $495 company registration fee is included.
If you want to know more about the fees and costs please refer to the BT Panorama SMSF Establishment Service Guide.
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.
BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
BT Panorama Investments Investor Guide (PDF 2580 KB)
BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
BT Panorama Financial Services Guide (FSG) (PDF 345 KB)
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, 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.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT 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 BT Panorama products.
A Product Disclosure Statement or other disclosure document (PDS) for the BT Panorama products can be obtained by contacting BT on 1300 554 267 or by visiting www.bt.com.au/professional/solutions/super-and-smsf/bt-smsf.html . 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 BT Panorama SMSF Establishment Service and the BT Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/professional/solutions/super-and-smsf/bt-smsf.html 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, BT CMA and BT CMA Saver acquired through the BT Panorama operating system, an investment acquired using the BT Panorama operating system 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 acquired through the BT Panorama operating system.
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.
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.