Self managed super funds

Westpac offers a range of product options to help suit your SMSF investment goals and trading needs.

Westpac SMSF

Explore the Westpac SMSF product range :

BT SMSF

BT SMSF gives you access to thousands of investments all in one place.

If you would like to know more about how BT can support you and your SMSF visit BT SMSF

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Westpac and BT – we’re here to help

As part of our Group and one of Australia’s leading wealth experts, BT has been helping Australians build and protect their wealth since 1969.

 

Through BT, you can access a range of solutions across super and investments, to help you plan for today and tomorrow. 

Things you should know

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) (together, the Panorama products).

This information does not take account of your individual objectives, financial situation and needs. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the Panorama products.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA through the Panorama products, the Panorama products are not a deposit with, investment in, or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of the Panorama products.

For the Target Market Determination for these products please refer to www.bt.com.au/tmd.