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SMSF Investor Hub

Explore insights and strategies to help you make the most of your self managed super fund (SMSF).

Westpac and BT - helping you through your financial life

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


Coronavirus and the impacts on global markets

Markets have experienced significant volatility this past week as investors try to assess the impact of the Coronavirus (COVID-19) outbreak.

Defensive and growth investing for the current environment

BT recently spoke to fund managers Magellan Financial Group, RARE Infrastructure and Pendal Group for their thoughts on how traditional methods of defensive investing may not have the desired result in today’s market conditions.

Digital currencies and reserve status

Magellan article: A reserve currency means it is widely held by governments and institutions among their foreign exchange. Digital currency could be next.

Income and listed infrastructure funds

RARE article: Global listed infrastructure is becoming a way for investors to gain access to inflation-protected income.

How to review your SMSF investment strategy

An SMSF investment strategy should align to the future goals of the members and what they are trying to achieve, and ensures this is done with appropriate consideration of the risks.

The big factors shaping Australian shares.

Pendal article: The issues shaping the Australian share market include negative yields, the domestic economy and corporate health.

6 investment themes for the next 5 years.

Fidelity article: Growth or value, domestic economic policy, geopolitics, de-globalisation, disruption and sustainable investing are themes to watch for equity investors.

How to access international markets in an SMSF

Investing across assets and markets could be an important part of a balanced SMSF strategy.

Looking for more insights?

Explore BT’s latest market and investment insights for self-managed super funds.

Get more insights at bt.com.au


Check your SMSF investment strategy

It’s important to review your investment strategy regularly. BT can help you explore:

 

  • Is your SMSF strategy still right?
  • How are other SMSFs investing?
  • What are the latest SMSF investment insights?

Open up your investment options with BT SMSF

  • Access to Australian shares, ETFs, term deposits, managed funds and more
  • See how you’re performing with portfolio tracking and tax reporting
  • Option to add extra services for SMSF establishment or tax and audit
  • Dedicated SMSF consultants and support team for when you need help
  • Suitable for new or established SMSFs
Things you should know

The information on this webpage about Panorama products and services has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at October 2018. The information provided is general in nature and does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it and read the disclosure documents, including the terms and conditions or Product Disclosure Statement, before making any decision. All examples and images are for illustrative purposes only. Your portfolio value and performance are likely to be different and will depend on the investment options you have selected and the time period over which you are invested in those options. Past performance is not a reliable indicator of future performance.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates 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, these products are referred to as the Panorama products.

A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting us on 1800 622 910 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/smsf or by calling 1800 622 910.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities and BT CMA acquired through the Panorama products, an investment acquired using the Panorama products is not an investment in, deposit with 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 any investments acquired through the Panorama products.