The BT Margin Loan was rebranded to the Westpac Margin Loan on 3 June 2024. If you have any further queries, please contact Westpac Margin Lending on 1800 816 222 Mon-Fri 8:30am-5:30pm (Sydney time) or visit the Westpac Margin Lending website to find out more.
BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available.
For more information please visit mercersuper.com.au/bt or call 1800 682 525 Mon to Fri 8am – 7pm (AEST).
BT Retail Investments (BT Investment Funds, BT Classic Investment Funds, BT Investor Choice or the BT Premium Cash Fund): On 26 August 2024 we transitioned our existing registry and customer services teams with our new teams servicing investors for BT Retail Investments. View updates and more information on the transition.
BT Panorama's operating system delivers efficiency in the management of your clients investments, SMSFs and superannuation.
Need help?
Say hello to BLUE, your 24/7 virtual assistant. Select the Need help? Chat now icon on the right side of your page on panoramaadviser.com.au and ask your question in a few words.
Access your client’s investment holdings in their BT Retail Investments products.
Register for our next webinar:
Wednesday, April 23, 2025, 12:00PM AEST
Episode 124 | Residential aged care changes from 1 July 2025
A new Aged Care Act will commence from 1 July 2025 containing the largest reforms to the system in more than a decade. This session will help with understanding the financial aspects of residential aged care including:
Review the changes to fees compared to pre-1 July 2025 residential aged care entrants
Analyse the new means test.
Advice strategies and considerations that can reduce aged care fees.
Further considerations for clients who may wish to enter before 1 July 2025 and grandfathering arrangements
This session will be CPD accredited.
Log in to BT Panorama for these accounts:
Need help? Say hello to BLUE, your 24/7 virtual assistant.
Select the Need help? Chat now icon on the right side of your page on panoramainvestor.com.au and ask your question in a few words.
Log in to the BT Investor portal for these accounts: