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    Wealth management solutions to help you help your clients

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    Super & Retirement solutions

    Investment solutions

    Investment solutions

    Portfolio construction solutions

    Portfolio construction solutions

    Portfolio construction solutions

    BT offers a range of portfolio construction solutions including managed accounts, enabling advisers to save time while providing clients with transparency and visibility of their investments.

    Model portfolios

    Managed accounts

    Model Portfolios for efficiency

    Model Portfolios for efficiency

    Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.

    Investment solutions

    BT offers a broad range of investment options for your investment, SMSF and super clients including ASX listed securities and exchange traded funds (ETFs), managed accounts, managed funds and more.

    Products

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    BT Panorama Investments

    BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients, offering you efficiency, simplicity, choice and flexibility.  All in one place.

    Managed accounts

    Managed accounts

    Managed accounts deliver efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you source and implement a managed account solution that suits your business priorities enabling you to best take advantage of those efficiencies.

    Super & Retirement solutions

    Meet your clients’ retirement needs at any lifestage. Establish and manage SMSFs efficiently. Access a wide range of investment options.

    Products

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    BT SMSF – An integrated SMSF solution

    Access a wide range of investment options and range of SMSF features and services, supporting you and your clients.

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    BT Panorama Super

    BT Panorama Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase.

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    Retirement solutions

    Efficiently manage your client’s portfolio from accumulation to pension phase with flexible retirement options, including pensions, annuities and SMSF.

    We are here to help

    Call 1300 784 207

    Call 1300 784 207

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    Monday – Friday (Sydney time)

    Forms & disclosures

    Forms & disclosures

    Access a comprehensive list of forms, product disclosures and other resources.

    Tutorial videos

    Online training

    Quickly get up and running with BT Panorama and watch 'How-to' videos, video tutorials and other adviser training modules.

    BT Academy

    BT Academy

    Access our series of CPD accredited webinars, market reports, podcasts, whitepapers, videos and articles.

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