BT Panorama

Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting and even manage your SMSF, if you have one. Plus, Panorama’s integrated SMSF solution can help you make the most of your SMSF. Creating efficiencies for you and your adviser, in the way your wealth is managed.

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Access to a world of investment options

  • Panorama gives you a single point of access to a range of investments options that may include cash, term deposit, managed funds and BT Managed Portfolios.

  • Access to investments for investors can vary. Work with your adviser to select the investment options that best suit your needs.

Making it easier for you

  • Your account can be set up online, quickly - signature free and no paperwork.

  • All your Panorama investment information in one place. Consolidated reporting makes tax time easier - removing the hassle and paperwork associated with holding your investments individually.

Managing your investments online

  • You and your adviser can monitor and manage your Panorama investments in one central place.

  • You can make deposits and withdrawals on your account online.

  • Your adviser can implement your investment instructions online on your behalf, making it easier to implement your investment strategy.

  • Select from the tax methods available and find out how you can optimise your tax position by talking to your adviser.

Visibility across your investments

  • Access a consolidated view and reporting on your account 24 hours a day, 7 days a week.

  • Look through to the value and quantity of your investments including any cash, listed securities and managed funds you hold as part of BT Managed Portfolios.

  • Obtain up to date portfolio valuations, reporting, income and the tax position of your account.

Access your account, on the go

  • View your BT Cash summary
  • Make deposits

  • Make payments

  • Add payee and BPAY®2 accounts

  • View a transaction history of your BT Cash hub

  • View scheduled transactions

  • View your total portfolio balance including any term deposit, managed fund and managed portfolio investments

  • View messages and alert notifications

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Access BT Panorama on your mobile

Important information:
1 You must be an Australian resident to use the mobile app.
2 Registered to BPAY Pty Limited ABN 69 079 137 518

Panorama offers a range of investment options to meet different risk and return expectations. Your adviser can help you find the balance between your risk tolerance and your desired level of return by tailoring your investment strategy to your investment objectives and personal goals.

For more information, login to your account or contact BT Panorama