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