The following form allows you to search all of BT.

    Information for advice professionals only.

    Award Winning Adviser Platform

    BT Panorama has been recognised as the Best Mobile Platform and Best Client Portal in 2021 by Investment Trends, for the fourth year running.* 

    Register for BT Panorama Learn more about BT Panorama

    BT Panorama Login

    Choose from a range of flexible client solutions

    Managed accounts

    Our range of adviser models and managed accounts enable you to lower operational costs with back book efficiencies and provide transparency of client's investments.

    Learn more about managed accounts

    Super & SMSF

    Meet your clients' retirement needs with our super and SMSF solutions that can be integrated with your business model. 

    Learn more about super

    Investments

    Access over 2,000 investment options plus broad investment management and asset management capability.

    Learn more about investments

    Insurance

    A comprehensive range of insurance solutions covering life insurance, general insurance and lenders mortgage insurance.

    Learn more about insurance

    Discover how managed accounts can bring efficiencies to your business.

    Learn more.

    Pictured, Zac Leman, Head of Manged Accounts, BT Financial Group

     

    2/2 icon

    6,081
    Advisers using BT Panorama1

    59% icon

    238,533
    BT Panorama Account Holders1

    52% icon

    $107.8 billion
    funds under administration and management1

    Get Started

    Request a BDM call back Register for BT Panorama

    BT Adviser Charter

    At BT supporting advisers is a central part of what we do and the BT Adviser Charter outlines how we are actioning that commitment. Download the BT Adviser Charter.

    Latest from BT Academy

    Microphone
    12 Aug 2022

    Transitioning out of transition – ongoing fee arrangements going forward

    As we exit transition and operate under the new rules there will surely be teething issues when it comes to ongoing fee arrangements. In this week’s TECHknow podcast, Sarah Conte discusses the changes and some of the traps to be aware of with Brian Pollock, Director Corporate Governance for the Principal’s community.
    09 Aug 2022

    InvestTalk with Michelle Heinrich and Corrin Collocott

    05 Aug 2022

    The new Parliament kicks off

    26 Jul 2022

    Home equity access scheme – 1 July changes

    21 Jul 2022

    2022/23 Contribution strategies

    13 Jul 2022

    Understanding contributions splitting

    A digital marketing guide for financial advisers

    Throughout the guide you'll find practical resources and tools to help you make your day-to-day digital marketing activities more efficient, learn more.

    Download your copy now
    cover of document

    Gain deeper insights with our whitepapers
    31 May 2022

    How have other practices implemented managed accounts?

    16 Feb 2022

    Whitepaper: Embracing digital technology for better client engagement

    16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    20 Apr 2021

    Whitepaper: Transitioning to an AFSL

    Stay up to date with market reports
    10 Aug 2022

    Morning Report

    The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
    18 Jul 2022

    Monthly market and economic chart pack

    The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
    11 Aug 2022

    Monthly asset class performance

    The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
    11 Aug 2022

    Quarterly bull & bear market charts

    The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.

    How can we help?

    Call 1300 783 143

    Call 1300 783 143

    If you have a service enquiry, call us.

    8:30am – 6:30pm Sydney time
    Monday – Friday

    Forms & disclosures

    Access a comprehensive list of forms, product disclosures and other resources.

    BT Academy

    Access our series of CPD accredited webinars, along with other market reports, podcasts, whitepapers, videos and articles to keep you up to date. 

    Want to know more?

    Call us on 1300 783 143
    (Mon-Fri 8:00am-6:30pm,
    Sydney time)

    Request a callback
    Investment Trends award for Best Client Portal
    Google-Play-App-Store
    Apple APP store

    Follow BT Academy on LinkedIn

    Start the day with our morning economic report, market insights and more.

    Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.

    1. Number of advisers, accounts and funds under administration or management are for BT Panorama only and are reported as of December 2021 quarterly figures.