Information for advisers

 


BT Open

Simplicity

A simple pricing framework on our platforms and adviser services.

Control

Bringing you choice and flexibility in solutions to manage and grow your practice.

Engagement

Collaborate with peers and share insights and solutions to the unique challenges and opportunities facing your business.

Strength and expertise

BT’s support and expertise has been helping advisers for nearly 50 years.



BT Open Platforms

We have introduced new pricing offers across each of our platforms. Find out about the BT Open offers available.


 



BT Open Services
 

Register online to access a range of practice services including customisable client marketing, professional development and networking events. You also get access to negotiated pricing from third-party service providers such as research houses and advice software companies.

 

  • Supporting your practice – Leverage tools and resources so you can focus on what matters to you.

  • Keep up-to-date – Get access to quality technical information and market news to help you provide advice and reduce the compliance burden in your business.

  • Licence transitions – Capitalise on our knowledge and expertise to guide you through licence transitions whether you’re moving licences or setting up a new AFSL.
     

  • Stay connected – Engage with specialists and your peers with a program of events, webinars and training.

Want to know more?

BT Open Services is provided by BT Portfolio Services Ltd ABN 73 095 055 208, AFSL 233715 (‘BTPS’). The BT services available for purchase through BT Open Services are provided by Magnitude Group Pty Ltd ABN 54 086 266 202 AFSL 221557 (‘Magnitude’). These services are administration and support services only. Neither Magnitude nor BTPS accepts any responsibility for your obligations as an adviser or AFSL holder (including your ongoing compliance obligations). You are solely responsible for your obligations and ensuring you meet them. The information and documents available on BT Open Services are for the information of financial advisers and licensees only.

BTPS operates BT Wrap Open and BT Panorama Investments and administers BT Panorama Super and BT SuperWrap Open. Asgard Capital Management Limited ABN 92 009 279 592 AFSL 240695 (ACML) operates Asgard Open eWRAP Investments and administers Asgard Open eWRAP Super/Pension. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of BT Panorama Super and BT SuperWrap Open, which are part of Retirement Wrap ABN 39 827 542 991, and the trustee and issuer of Asgard Open eWRAP Super/Pension, which is part of the Asgard Independence Plan – Division 2 ABN 90 194 410 365. Please consider the applicable Product Disclosure Statement or other disclosure document, available by contacting BT on 1300 783 143 or by visiting www.bt.com.au/btopen, before deciding whether to acquire or continue to hold the product. Investors should consider whether the product is appropriate for them.