Open a BT SMSF Account

Complete this Panorama Investments online form to get started.

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.


Your contact details

Getting started

You agree and declare that by starting this application:

  1. You have authority to commence this BT Panorama Investments application on behalf of all members/directors of the SMSF;
  2. You confirm that you have received and read the 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 is true and correct;
  4. You acknowledge that where you have provided us with your details and your application is partially complete, you can be contacted by an SMSF Consultant about the BT SMSF and your application; and
  5. You give us the authority to contact other members/directors of the SMSF about the application.

Completing this online form will take less than 10 minutes.

How it works

Completing this online form will take less than 10 minutes

Authorised trustee to complete and submit the application

BT SMSF consultant to validate the application with trustee

All trustees to approve account online

Account activated


To save time, have this information ready
SMSF Details
Trustee Details
  • Customer ID
    for existing Westpac customers (if you have it)
  • Name
  • Date of birth
  • Residential address
  • Postal address
  • Mobile number
  • Email address
Company acting as trustee details
if applicable
  • ASIC registered name
  • Company trading name
  • Company ACN
  • Registered company office address
  • Principal place of business address

* 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.


Trustee 1

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

 
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

 
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

 
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

 
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

 
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

 
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

 
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

 
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.



Application summary

Fund details
Trustee details
Trustee company details
Trustee director details

Submitting your application, please wait...