We know that as an accountant, the work you do is critical to the success of your client’s SMSF. BT’s Panorama solution provides an automatic, two-way daily data feed with BGL’s Simple Fund 360 and Class Super to help you reduce manual data entry, streamline compliance and build capacity in your accounting firm.

Simplified 360, Class and BT Panorama

By introducing BT Panorama into your accounting practice, you can also offer your clients an award-winning1 SMSF and investment framework to build a diversified portfolio while providing a place for you, your clients and their advisers to see a clients’ whole of wealth view.

Enhanced productivity & compliance

  • Reduce manual data entry and improve data accuracy with BT Panorama’s daily data feed of your clients’ investments, cash and income information to Simple Fund 360, Class Super and SuperMate
  • Access your clients’ whole of wealth view with BT Panorama’s data feed from Simple Fund 360 and Class Super, providing daily balances of all external assets such as property, unlisted shares and collectables 
  • Use the online document library to securely store and share documents with clients or their advisers
Enhanced productivity & compliance

Comprehensive tax & investment reporting

  • Save time by easily accessing and generating up-to-date tax and investment reports as well as your clients’ tax statements online
  • Generate a wide range of reports including portfolio valuation, portfolio movement, capital gains tax and income reports
  • Categorise your clients’ transactions, to ensure no deposits or payments go uncategorised throughout the year
  • Access member contribution and pension summary reporting
Comprehensive tax & investment reporting

Added value, all in one place

  • Offer clients access to BT Panorama, an investment framework with over 2,400 investments and tailored market insights, including free access to a cash account and term deposits
  • Easily set-up an SMSF establishment service for individual and corporate trustee structures 
  • You and your clients can log into BT Panorama’s market leading technology anytime, anywhere from any device 
  • Collaborate easier with clients and their advisers all in one place 
Added value, all in one place

Simply complete the form and an Accountant Partnership Manager will get in touch with you.

Find out more about how you can grow and manage your business with BT Panorama

Visit the Resource Centre for training videos that help explain BT Panorama in more detail.

1 BT Panorama was awarded the Best Technology Offering at the Conexus Financial Superannuation Awards in March 2017

Things you should know 
The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 14 October 2017. The information provided is general in nature and does not take into account a person’s personal objectives, financial situation, needs or circumstances and therefore, before acting on it, a person should consider its appropriateness, having regard to their personal objectives, financial situation, needs or circumstances.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products. 

A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 554 267 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/smsf or by calling 1300 554 267. 

BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama products.

Awards won at the Conexus Financial Superannuation Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in the Panorama product. Awards are current at the time of publication but are subject to change. This communication has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client.

© 2017 BT Financial Group