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 super and your SMSF, if you have one. Plus, you can access our fully-featured and flexible BT Protection Plans insurance solutions, integrated seamlessly into the BT Panorama platform. Creating efficiencies for you and your adviser, in the way your wealth is managed.

Account login

I am an investor

I am an adviser or accountant

Features

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 deposits, managed funds and BT Managed Portfolios.

  • Not all investments are available to all investors. Please check with your adviser to see which options are available to you.

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 account 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, SMSF, super and insurance

  • 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

  • Make deposits

  • Make payments

  • Add payee and BPAY®2 accounts

  • View the transaction history of your cash account

  • View scheduled transactions

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

  • View messages and alert notifications

Download from:

Panorama Super/ Pension( part of the Retirement Wrap)

USI: 39827 542 991 002
RSE: R1001327
ABN: 39 827 542 991

Trustee: BT Funds Managment Limited

RSE: L000 1090
AFSL: 233724
ABN: 63 002 916 458

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.

Please note this is subject to meeting the conditions of release. Speak your financial adviser for more information.

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