Need assistance? 1300 554 267
Fill out this form to get started. The BT SMSF Concierge 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 the BT SMSF Concierge on 1300 554 267.
1.Complete this form
It should only take about 10 minutes
2.Expect a call
We call the trustees/directors to validate your application
Trustees/directors approve the account online
Your account is ready
Not all fields are mandatory, the BT SMSF Concierge will contact you to complete the missing details.
For information about the types of SMSF trustee structures refer to our Guide to Self Managed Super Funds.
You can choose between the Full Menu and the Compact Menu during your conversation with the BT SMSF Concierge. If you'd like to read more about these options before your call, please see the BT Panorama Investments Investor Guide.
If you just want a bank account, you can open a BT Cash Management Account Saver.
If you have a BT Panorama Investments account and would like a higher interest rate than offered by its integrated bank account, you can choose to add a BT Cash Management Account Saver.
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
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 the BT SMSF Concierge.
You declare by starting this application that:
Complete and agree to Part 1 of your application form to edit Part 2
Required only if the address is not the premises occupied by the company.
We'll validate your existing details before your account is set up
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.
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 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.