Open a BT Panorama Investments SMSF Account
(Self-Managed Super Fund)

Complete this application 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

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;
  2. You confirm that you have received and read the FSGs and relevant disclosure documents, 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 and your application is partially complete, you can be contacted by an SMSF Consultant about the BT SMSF and your application; and
  5. You give us the authority to contact other members/directors of the SMSF about the application.
How it works

Completing this application will take approximately 10 minutes

Only one trustee needs to complete the application

A BT SMSF consultant will contact the trustee to validate the application and complete any missing details

All SMSF trustees must approve the account online

The SMSF account is activated


To save time, have this information ready
Fund details
Company acting as trustee details
if applicable
Trustee director details
  • Customer ID
    (for existing Westpac customers)
  • Name
  • Date of birth
  • Residential address
  • Postal address
  • Mobile number
  • Email address

* Required fields.

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





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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.



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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.


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. If you entered an email address above, we will send them an email about what they will need.



Application summary

Fund details
Trustee details
Trustee company details
Trustee director details
Terms and conditions

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking 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. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

© BT Financial Group - A Division of Westpac Banking Corporation.


Submitting your application, please wait...