Information for advisers

 



 

Open platform - BT Panorama
 

  • Open platform - Choose from 50+ managed accounts, 500+ managed funds, ASX listed securities and term deposits.
     

  • Digital innovation – Engage your client and simplify your processes with smart tools like digital transaction consent and our award-winning* BT Panorama app.

  • Strength and security – Rely on 50 years' experience and the backing of Australia's first bank. Two-factor authentication and integration with the Westpac banking system are just two ways we're investing our money to help protect yours.

  • New low price – Access our new simple pricing structure. Reduce administration fees with the ability to group up to four family accounts.

*BT Panorama - Winner of “Planner Satisfaction with Mobile Access & App”, Investment Trends "Planner Technology Report 2018”. Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire or continue to hold an interest in the product.

 

Administration fee

0.15%

Asset-based fee p.a.
0.15% p.a. on account balances up to $1 million, capped



$540 Full menu or
$180 Compact menu

Account-based fee p.a.

Pricing is subject to change. These fees relate to BT Panorama Investments and BT Panorama Super. Other fees and costs apply including Cash Account fees, expense recoveries and transaction fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.
 

 

Today

BT Open offers

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

Try our calculators

Use our calculators to estimate whether our new pricing offers can deliver lower administration fees for your clients.

Admin fee calculator screenshots



Coming soon

BT Open Services

Choose adviser services from BT and external parties relevant to you – whether you're self-licensed or part of a dealer group - and only pay for what you use.

  • Run your business - Licence services and technical support, compliance, governance and efficient practice management.

  • Provide advice – Access up to date and efficient tools to support your advice process and help you to easily manage advice administration.

  • Keep up to date – Through community, research, investment insights, education and events.

  • Connect – Join our Principals Community - business owners and licensees can join a network to access professional events, connection and a dedicated Account Manager.


 

 

Experience BT Panorama

Watch this short video to find out more about BT Panorama or book into an online information session.

Want to know more?

Have questions? We’ve answered some of the commonly asked questions here.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (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 Investment 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. BTPS, ACML, and BTFM are subsidiaries of Westpac. Apart from any interest in underlying Westpac bank accounts held through a cash account (where applicable) or Westpac term deposits, Westpac securities or the BT CMA (where applicable) acquired through the relevant platform products, an investment in, or acquired using, any of the above 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 products.