The following list provides BT Panorama forms that may be required for account transactions. Alternatively, these and additional BT Panorama forms can be accessed and submitted online by logging into your BT Panorama account then selecting Forms & requests. For assistance with accessing your BT Panorama account online, please contact us.
Add or revoke power of attorney
Add or revoke power of attorney (POA).
Advice relationship opt-out (BT)
Transfer your account/s to the BT Panorama non-advised service.
Change in listed security holding option
Change between listed security holding options for your existing direct listed security holdings held in your Panorama account.
Change of account menu or badge
Change between Full or Compact menus or between badges on Panorama Investments or Panorama Super accounts.
Change of name
Update your name on your Panorama account(s).
Change primary authorised user of a Panorama account
Change the primary authorised user for one or more accounts.
Customer Refresh - Australian Company
Provide updated details for Australian Company as part of KYC review.
Group related accounts
Group Panorama Investments or Panorama Super accounts for the purpose of reducing administration fees.
Manage signatories and associated entities
Request to add, change or remove an individual corporate signatory or associated entity (i.e. trustee, beneficiary, member, director, company secretary, authorised signatory).
Tax file number declaration
Provide current TFN information.
Third party authority request
Request or cancel a third-party authority.
BT customer identification and verification - Agent or signatory
Identify an Agent or Signatory for AML/CTF purposes. This is completed by the Verifying Officer.
BT customer identification and verification – Associations
Identify an association for AML/CTF purposes.
BT customer identification and verification - Australian and foreign government body
Identify an Australian and Foreign Government Body for AML/CTF purposes.
BT customer identification and verification - Australian company
Identify an Australian company for AML/CTF purposes.
BT customer identification and verification - Australian regulated trusts (including SMSF's)
Identify an Australian regulated trust (SMSF) for AML/CTF purposes.
BT customer identification and verification - Foreign companies not registered in Australia
Identify a foreign company not registered in Australia for AML/CTF purposes.
BT customer identification and verification - Foreign companies registered in Australia
Identify a foreign company registered in Australia for AML/CTF purposes.
BT customer identification and verification - Individuals and sole traders
Identify an individual or sole trader for AML/CTF purposes.
BT customer identification and verification - Partnerships and partners
Identify a partnership and partner for AML/CTF purposes.
BT customer identification and verification - Unregulated Australian trusts, foreign trusts and trustees
Identify an unregulated Australian and foreign trust and trustees for AML/CTF purposes.
BT customer identification and verification - Verifying Officer
Identify a verifying officer for AML/CTF purposes.
Customer Refresh - Individuals & Sole Traders
Provide updated details for Individuals as part of KYC review. NOTE: A print ready version of this form was also created by the OCRM project.
Customer Refresh - Australian Company
Provide updated details for Australian Company as part of KYC review.
Customer Refresh - Regulated Trusts (Including Self-Managed Super Funds)
Provide updated details for Regulated Trusts as part of KYC review.
Customer Refresh - Unregulated Trusts
Provide updated details for Unregulated Trusts as part of KYC review.
Additional account instructions for Panorama Investments
Set up a drawdown strategy, cash investment strategy and/or a regular investment plan.
Investments account closure
Request the closure of a Panorama Investment account and a transfer of all funds.
Wholesale client declaration
Provide a declaration that you qualify as a Wholesale Client under the Corporations Act 2001.
Additional account instructions for Panorama Super
Make a personal contribution, request a rollover to your Panorama Super account, set up drawdown strategy, cash investment strategy and/or regular investment plan.
Application for reclassification of contribution(s)
Request reclassification of part or all of your super contribution(s). Only use this form if you are the person who made the error when making the contribution. This includes if you are the employer or adviser for the client on our records.
Binding 3-year death benefit nomination
Make a new or revoke a binding death benefit nomination.
Choice of super fund
Nominate Panorama Super or BT Super Invest as your chosen super fund. This will provide the employer with the information they need to make super contributions into your Panorama Super or BT Super Invest account.
Downsizer contribution into Super
Downsizer contribution into superannuation form.
Full transfer within Panorama Super
Request a full transfer within Panorama Super.
Notice of intent to claim or vary a deduction for personal super contributions
Advise whether a tax deduction will be claimed on personal contributions received or notice to vary a deduction on or after 1 July 2007.
Panorama Super transfer to a KiwiSaver scheme
Close your Panorama Super account and transfer your entire superannuation benefit to your KiwiSaver scheme.
Partial transfer within Panorama Super
Partially transfer assets and/or cash from one Panorama Super account (transferring account) to another (receiving account).
Partial withdrawal or rollover to a super fund
Request a partial withdrawal or rollover from your super or pension account to a non-Self-Managed Super Fund (SMSF) super fund. Do not use this form to request a partial rollover to an SMSF - use the 'Partial rollover to an SMSF' form from SMSF section below.
Pension refresh
Complete a pension refresh strategy by adding cash contributions, rollovers or asset transfers to the pension account.
Pension refresh – Member
Complete a pension refresh strategy by adding cash contributions, rollovers or asset transfers to your pension account.
Request to transfer super benefits to Panorama Super
Request a full or partial transfer of your superannuation benefits from another fund to Panorama Super.
Super account closure - full withdrawal or rollover to a super fund
Rollover to a non-Self-Managed Super Fund (SMSF) super fund or withdraw your entire superannuation benefit from your super or pension account. For account closure via a rollover to an SMSF - use the 'Super account closure - rollover to an SMSF' form from SMSF section below.
Super condition of release (Panorama Super)
Notify Panorama that you have satisfied a condition of release.
ATO rollover to SMSF
Transfer your superannuation benefits to your SMSF.
Super account closure - rollover to an SMSF
Rollover your entire superannuation benefit from your super or pension account via a rollover to a Self-Managed Super Fund (SMSF) and close your account.
Partial rollover to an SMSF
Request a partial rollover from your super or pension account to a Self-Managed Super Fund (SMSF).