Open an SMSF account

Fill out this form to get started. BT SMSF will contact you and help finalise your application. If you require personal advice, you should speak to a financial adviser before proceeding with this online form. Alternatively, contact BT SMSF on 1300 554 267.

How it works

1.
Complete this form

It should only take about 10 minutes

2.
Expect a call

We call the trustees/directors to validate your application

3.
Approve online

Trustees/directors approve the account online

4.
You're set

Your account is ready

Your SMSF application form - Part 1

Not all fields are mandatory, BT SMSF will contact you to complete the missing details.

Do you have an existing SMSF?

Yes No

Is a company acting as a trustee for your SMSF?

For information about the types of SMSF trustee structures refer to our Guide to Self Managed Super Funds.

Yes No

I want to apply for:

SMSF investment platform with an integrated bank account

BT Panorama Investments

You can choose between the Full Menu and the Compact Menu during your conversation with BT SMSF. If you'd like to read more about these options before your call, please see the BT Panorama Investments Investor Guide.

Before we get started

Do these points describe you and what you are looking for?

I want to invest through an Investor Directed Portfolio Service (IDPS) or investment wrap service that allows me to manage my investments through an investment account
I want flexibility to select investments from a range of investment options and to change my investment strategy from time to time
I have an understanding of and accept the risks associated with investing in the available investment options
I want to receive consolidated investment reporting
I want flexibility to view and manage my investments via mobile application or online investor portal when it suits me
I expect to have and maintain an investment amount over $2,000
I understand that the transaction account that forms part of this product is designed for transacting in my account, and is not designed to be used as a cash investment option
I understand that this product does not offer default insurance cover.

✔ I have confirmed that this product describes what I’m looking for.

✘ I have indicated that this product is not suitable for me.

Your contact details

Name *

Email address *

Mobile number *

You declare by starting this application that:

You have the authority to commence this SMSF application on behalf of all prospective trustees/directors of the SMSF and have obtained their consent to provide us with their personal information;
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;
You confirm that you have read and understood BT's EU-data-protection-policy;
The information provided in this application and in any other documents you provide for the purposes of this application are true and correct;
You acknowledge that where you have provided us with your details, you can be contacted by BT SMSF about our SMSF solutions and your application; and
You give us the authority to contact other prospective trustees/directors of the SMSF about the application.

Your SMSF application form - Part 2

Complete and agree to Part 1 of your application form to edit Part 2

Step 1. Fund details

Fund name (as per the trust deed)*

Fund ABN*
Search for ABN using Super fund lookup

Date of fund registration
(as per the trust deed)

Search using Super fund lookup

State where SMSF was registered

Industry

Registered for GST?

Yes No

Fund TFN/Exemption

Tax file number

Exemption reason

Fund's registered address
(cannot be a PO Box)

Step 2. Trustee company details

Trustee company name*

ASIC registered name*
Search the ASIC website

Same as above

Company ACN*
Search the ASIC website

Industry

Registered company office address
(cannot be a PO Box)

Same as SMSF address

Address

Occupier's name if applicable

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

Principal place of business
(cannot be a PO Box)

Same as above

Address

Step 2. Trustee details

Number of Trustees

All applications for SMSF establishments with greater than four members are fulfilled directly by our legal provider, Thomson Geer. A representative will be in contact with you shortly to complete your SMSF establishment. For more information on this process please call 1800 658 246.

Trustee 1

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

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

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

Proof of Identity

Trustee 3

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

Proof of Identity

Trustee 4

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

Proof of Identity

Trustee 5

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

Proof of Identity

Trustee 6

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is trustee the primary contact?*

Yes No

Is trustee a member of the SMSF?*

Yes No

Proof of Identity

Step 3. Trustee director details

Number of Directors

Director 1

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

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

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

Proof of Identity

Director 3

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

Proof of Identity

Director 4

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

Proof of Identity

Director 5

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

Proof of Identity

Director 6

Existing Westpac customer?*

Yes No

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

Westpac Customer ID
(if known)

Title

First name*

Middle name if any

Last name*

Gender*

Date of birth*

Residential address
(cannot be a PO Box)*

Same as SMSF address

Postal address

Same as above

Mobile Number*

Email*

Is director the primary contact?*

Yes No

Is director a member of the SMSF?*

Yes No

Proof of Identity

Step x. Accountant details (optional)

Panorama provides the ability to grant your accountant read-only access to your BT 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 BT 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.

First name

Last name

Business name

Email address

Phone number

Review and submit

Application summary

SMSF

Trustees

Trustee company

Trustee directors

Accountant

Confirm approval (office use only):

Open an SMSF account

How it works

Your SMSF application form - Part 1

Do you have an existing SMSF?

Is a company acting as a trustee for your SMSF?

I want to apply for:

SMSF investment platform with an integrated bank account

Before we get started

Your contact details

Your SMSF application form - Part 2

Trustee 1

Proof of Identity

Trustee 2

Proof of Identity

Trustee 3

Proof of Identity

Trustee 4

Proof of Identity

Trustee 5

Proof of Identity

Trustee 6

Proof of Identity

Director 1

Proof of Identity

Director 2

Proof of Identity

Director 3

Proof of Identity

Director 4

Proof of Identity

Director 5

Proof of Identity

Director 6

Proof of Identity

Application summary

SMSF

Trustees

Trustee company

Trustee directors

Accountant

Submitting your application, please wait...