Open a BT Self Managed Super Fund (SMSF) account

Fill out this form to get started. A BT SMSF Consultant will contact you and help finalise your application.

How it works

Completing this online form should take approximately 10 minutes

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

All trustees/directors to approve the account online

Account activated

Your SMSF application form - Part 1

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.

Do you have an existing SMSF?

Yes No

Is there a company acting as a trustee of the fund?

Yes No

Your choice of BT Panorama Investments menu.

For BT Panorama Investments, you can choose between a full investment menu and a compact investment menu during your conversation with a BT SMSF Consultant. More information on these options can be found in the BT Panorama Investments Guide.

Your contact details

Name *

Email address *

Mobile number *

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.

Request a call

Call 1300 554 267

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;
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 a BT SMSF Consultant about BT 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

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

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

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 a BT Self Managed Super Fund (SMSF) account

How it works

Your SMSF application form - Part 1

Do you have an existing SMSF?

Is there a company acting as a trustee of the fund?

Your choice of BT Panorama Investments menu.

Your contact details

Is an SMSF right for you?

How to establish a fund

Call 1300 554 267

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

Director 1

Proof of Identity

Director 2

Proof of Identity

Director 3

Proof of Identity

Director 4

Proof of Identity

Application summary

SMSF

Trustees

Trustee company

Trustee directors

Accountant

Submitting your application, please wait...