BT Panorama is an innovative wealth management experience, transforming the management of investment portfolios, SMSFs, super and insurance for you and your clients. It’s built around the way you work, designed to help make managing your business and your clients’ wealth more efficiently.
See how BT Panorama is already supporting businesses like yours – every day.
Save time with two way data feeds from BGL Simple Fund 360 and Class to see a client’s whole portfolio
With a BT Panorama Investment account clients get free access to a cash account and term deposits
Track the accrued income of your client’s investments
Use the online document library to securely store and share documents with clients or referral partners
Access BT Panorama anytime, anywhere from any device
Things you should know:
The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 14 October 2017. The information provided is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products.
A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 554 267 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/smsf or by calling 1300 554 267.
BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama 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 Panorama products.
© 2017 BT Financial Group