BT Panorama fee calculator

About grouping related accounts

• This calculator assumes that Full or Compact menu accounts are eligible to be grouped for calculating administration fees.
• Accounts with a Focus menu are not eligible for grouping.
• The fees are based on the rates applicable to the total balance of the eligible grouped accounts.
• Grouping does not apply automatically to your accounts. You need to speak to your adviser or contact us to apply this arrangement. For more details, refer to the relevant disclosure document (opens in new window).

How fees are calculated

The information provided through this estimate:

• is based on the information you entered;
• assumes the account balance is invested for the whole year in the asset classes you entered; 
• is calculated based on account balances rather than individual investment options;
• is based on the fees set out in the current disclosure documents (opens in new window) for BT Panorama Investments or BT Panorama Super;
• does not consider any fee caps that may apply to a Panorama Super account in accordance with Protecting your Super legislation; and
• does not consider any transaction account fees (which is a fee for managing the amount held in your transactions account) or any other fees and costs that may apply to some or all of the available investments (such as advice fees, transaction fees, transaction costs, external broker fees, transaction account fees, performance fees, other indirect costs, investment management fees and any applicable buy/sell spread charges).

This means the total fee and costs payable in relation to the account will be greater than those specified in the results.

Need help?

Speak to your adviser or contact us (opens in new window). If you don't have an adviser and would like to find one, you can visit the BT Find an Adviser tool (opens in new window) or the ASIC MoneySmart website (opens in new window).