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Complete this Panorama Investments online form to get started.
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 one of our SMSF consultants.
We will call you to validate and finalise your application.
You agree and declare that by starting this application:
Completing this online form will take less than 10 minutes.
Completing this online form should take approximately 10 minutes
A BT SMSF consultant will call you within two business days to validate the application
All trustees/directors to approve the account online
* Required fields.
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.
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 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 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.