BT Self-Managed Super Funds

BT is a provider of superannuation, investments, life insurance, business insurance, transaction accounts and savings accounts.

Compare BT SMSF products

If you’re considering self-managed superannuation services with BT, check out what’s available in SMSF savings accounts for those who live in New South Wales and have an account balance of $5,000. To compare other super funds, visit the Canstar SMSF comparison pages.

Compare Self-Managed Super Funds

Types of BT SMSF products

BT provides a variety of SMSF products and services, including:

  • SMSF cash account
  • Shares and Exchange Traded Funds (ETFs)
  • Managed funds
  • SMSF administration and auditing services
  • SMSF establishment services

Signing up for SMSF services from BT gives you access to several features including:

  • Competitive investment performance
  • Flexible investment options
  • Over-the-phone financial advice available
  • Easy online account access
  • Integrated tax and reporting

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Eligibility to use BT SMSF products

To sign up for BT SMSF products and services, you need to be a trustee of a self-managed super fund. You will need to be able to provide personal identification, the name and ABN of your SMSF and a certified copy of the trust deed. You can begin the application process here.

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BT FAQs

Yes, BT has a dedicated SMSF portfolio manager. You can view your account balances online, access statements for your accounts, manage investments and more.

Yes, you can move your existing SMSF from another administrator to BT. BT will help with this process by updating the Trust Deed, appointing an auditor, completing any outstanding tax returns and establishing a new linked cash account.

BT has been working in financial management since 1969. It is a division of the Westpac Group, providing its customers with access to the resources that entails. They employ over 1100 financial advisors and manage more than $100 billion in funds.

They also sponsor a range of community organisations, including the Jawun Indigenous Corporate Partnerships which runs self-sufficiency programs in Indigenous communities across Australia. Under this program, run by Noel Pearson, BT employees have worked with Indigenous communities in:

  • Cape York
  • Inner Sydney
  • NSW Central Coast
  • Goulburn Murray
  • Ngaanyatjarra Pitjantjatjara Yankunytjatjara lands of Central Australia
  • Lower River Murray, Lakes and Coorong

If you’re considering a SMSF service provider, check out the following table which contains details of the SMSF products rated by Canstar.

Written by: Tim Smith | Last updated: May 18, 2018

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