BT Panorama’s pricing is simple. Our asset-based administration fee of 0.15% p.a. is capped at $1,500 and our account-based administration fee is $540 p.a. for the Full menu or $180 p.a. for the Compact menu.
Clients may also benefit from reduced asset-based administration fees by grouping up to four family accounts across the Full and Compact menus.
To show you how we compare, we asked Chant West to produce a comparison of full menu superannuation platform administration fees and working cash account interest for a single account at different balances from $200,000 and above. Take a look for yourself.
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.
*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.
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.
Asset-based fee p.a.
0.15% p.a. on account balances up to $1 million, capped
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 brokerage fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.
Access the BT Panorama demo to see how it can help drive efficiency in managing your clients’ portfolios.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Panorama Investments and administers BT Panorama Super. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of BT Panorama Super, part of Retirement Wrap ABN 39 827 542 991. 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 and BTFM are subsidiaries of Westpac. Apart from any interest in 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.