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.


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
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.


You declare by starting this application that:

  1. 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;
  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 are 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 Solutions and your application; and
  5. 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



(as per the trust deed)
 
Search using Super fund lookup


(cannot be a PO Box)


Search the ASIC website



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


(if known)


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


(if known)


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


(if known)


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


(if known)


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


(if known)


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


(if known)


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


(if known)


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


(if known)


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 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.


Application summary

SMSF
Trustees
Trustee company
Trustee directors
Accountant

Submitting your application, please wait...