Open a BT SMSF Account

Complete this Panorama Investments online form to get started.

Is an SMSF right for you?

Setting up your own super fund can be a big decision that suits some people better than others.

Download a Guide to Self Managed Super Funds

How to establish a fund

Our SMSF Establishment Service includes everything you need to get your SMSF up and running.

For more information, download our BT Panorama SMSF Establishment Service Guide or speak to one of our SMSF consultants.


Your contact details

We will call you to validate and finalise your application.

Getting started

You agree and declare that by starting this application:

  1. You have authority to commence this BT Panorama Investments application on behalf of all members/directors of the SMSF and have obtained consent to provide us with their personal information;
  2. You confirm that you have received and read the Financial Services Guides (FSGs) and relevant disclosure documents contained on the page accessed via this link, and that you agree to the terms and conditions contained therein;
  3. The information provided in this application and in any other documents you provide for the purposes of this application is true and correct;
  4. You acknowledge that where you have provided us with your details, you can be contacted by a BT SMSF Consultant about BT SMSF and your application; and
  5. You give us the authority to contact other members/directors of the SMSF about the application.

Completing this online form will take less than 10 minutes.

How it works

Completing this online form should take approximately 10 minutes

A BT SMSF consultant will call you within two business days to validate the application

All trustees/directors to approve the account online

Account activated


To save time, have this information ready
SMSF
Trustees
  • Customer ID
    for existing Westpac customers (if you have it)
  • Name
  • Date of birth
  • Residential address
  • Postal address
  • Mobile number
  • Email address
  • Accountants (if any) contact details
Company acting as trustee
if applicable
  • ASIC registered name
  • Company trading name
  • Company ACN
  • Registered company office address
  • Principal place of business address

* Required fields.

Not all fields are mandatory, if you complete the online form with any missing details, a BT SMSF consultant will contact you to complete the missing details.





Required only if the address is not the premises occupied by the company.


Trustee 1

We'll validate your existing details before your account is set up

 
Proof of Identity

As this trustee is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Trustee 2

We'll validate your existing details before your account is set up

 
Proof of Identity

As this trustee is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Trustee 3

We'll validate your existing details before your account is set up

 
Proof of Identity

As this trustee is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Trustee 4

We'll validate your existing details before your account is set up

 
Proof of Identity

As this trustee is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.



Director 1

We'll validate your existing details before your account is set up

 
Proof of Identity

As this director is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Director 2

We'll validate your existing details before your account is set up

 
Proof of Identity

As this director is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Director 3

We'll validate your existing details before your account is set up

 
Proof of Identity

As this director is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.


Director 4

We'll validate your existing details before your account is set up

 
Proof of Identity

As this director is a new customer, they will need to visit a Westpac branch to have their identity verified. The primary contact will receive a list of the documentation that can be presented at a branch to complete this.



Panorama provides the ability to grant your accountant read-only access to your Panorama Investments account to help make collaboration between you and your accountant easier. By completing the details below you authorise us to provide your accountant with read-only access to your Panorama Investments account, and confirm that you have obtained your accountant's consent to you passing on his/her personal information to us for the purpose of providing your Accountant with this access.


Application summary

SMSF
Trustees
Trustee company
Trustee directors
Accountant

Submitting your application, please wait...