Everything in the one place

BT Panorama is a new wealth experience that gives you one dedicated place to access all the information you need to stay in control of your investments, SMSF, super and insurance. BT Panorama has been designed to be simple to use and to be flexible, so you can manage your wealth, your way.

View key reports, store and access statements, share information with your adviser and accountant – all in one place.
 

With over 400 investment options available through BT Panorama Super, you can choose the investments that suit you, from accumulation to pension phase.

BT Panorama provides a comprehensive overview of your SMSF, including external assets as well as reporting on member contributions and pension payments.

Have questions? We’re here to help.

1. Access anywhere
 

Access your portfolio where you want to, as frequently as you would like and on the device of your choice. With the ability to move money, make payments (excluding super) and share information.

Portfolio valuations

2. Visibility
 

24/​7 access to your portfolio information, with in depth performance and asset allocation reporting and comprehensive cash transaction reporting.

Portfolio valuations

3. Simple reporting
 

Get consolidated annual tax reports, gains and losses information online at any time, store reports in your document library or share them with your accountant.

Portfolio valuations

Access your current portfolio balance and investments performance – all on one screen.

with transaction history for your cash account and our market information feeds.

To help you keep up to date with your portfolio.
 

  • Fast sign in on the go with our new 4-digit passcode or fingerprint technology. 1
  • View your cash account summary
  • Make deposits
  • Make payments
  • Add payee and BPAY®² accounts
  • View the transaction history of your BT Cash Management Account or transactional cash account
  • View scheduled transactions
  • View your total portfolio balance and performance by investment including any term deposit, listed securities, managed fund and managed portfolio investments
  • View messages and alert notifications
  • Review your quarterly or annual statements

1 Where your phone supports this technology
² Registered to BPAY Pty Limited ABN 69 079 137 518

Mobile app investor

*Only available in Australia.

This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply. Apple, the Apple logo, iPhone are trademarks of Apple Inc. Registered in the US and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. You must be an Australian resident to use this app.

There are risks associated with investing in BT Panorama Investments, BT Panorama Super and the available investment options. For further details, you should refer to the Investor Guide for BT Panorama Investments, the PDS for Panorama Super and the relevant disclosure documents for any investment options in which you wish to invest.

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.

Panorama Super/ Pension (part of the Retirement Wrap)

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

Trustee: BT Funds Management Limited

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

For more information, speak to your adviser or contact BT

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Sydney time