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Why manage your own super?

More control
Running your own super fund puts you in the driver’s seat.
Invest your way
Choose your own investments and know where your money is.
Your family super
Pool your super as a family with up to 4 members in your fund.


Where are you on your journey?

I want to start an SMSF

Get started with confidence with BT SMSF.

Learn more at bt.com.au.

I already have an SMSF

Open up your investment opportunities with BT SMSF.

Learn more at bt.com.au

I just want a BankSA bank account

A competitive interest online savings account for your SMSF.

DIY Super Saver

 

BankSA has partnered with BT

To help you do more with your super, we’ve partnered with BT – BankSA’s wealth expert and one of Australia’s leading investment specialists. BT has been helping Australians manage, grow and protect their money since 1969.

 

Important information

The information on this webpage about BT SMSF has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at January 2019. The information provided is general in nature and does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. 

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. Conditions, fees and charges apply for the Panorama products and may change. The Panorama products are only available in Australia.

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 by contacting BTPS.

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.