Information for advisers

 

 

Introducing our new open pricing

 

Phil Butterworth, Head of BT Open explains the new platform offers.

Pricing for BT Panorama (Administration fees)

0.15% p.a.

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

Account-based fee   $540 p.a. Full menu or
$180 p.a. Compact menu

 

Pricing applies to BT Panorama Investments and BT Panorama Super.

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.
 

Access more detail

 

How much could you save your clients?

We’ve introduced new pricing offers across each of our BT Platforms. Try our administration fee calculators today.

BT Panorama admin fee calculator screenshot
BT Panorama admin fee calculator
BT Wrap admin fee calculator screenshot
BT Wrap admin fee calculator

Asgard Open eWRAP administration fee calculator coming soon.

 

 

BT Open pricing for BT Wrap Open and Asgard Open eWRAP


You will find instructions and additional information for accessing BT Open on each of our platforms via the links below.

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.