Managed Accounts

BT Panorama offers a range of managed account solutions designed to help efficiently establish and maintain client portfolios.  Whether you want to offer your clients a managed portfolio from a professional investment manager or wish to construct your own portfolios - we can offer the solutions and support you need, delivered through smart, intuitive and scalable technology.

Investment options

BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients.

  • Cash Management Account

  • Multi-branded Term Deposits

  • 470+ Managed Funds

  • ASX Listed Securities

Award winning life insurance

BT Panorama now allows your clients to purchase our award winning1
BT Protection Plans through an Investment, SMSF or Super account.

BT Managed Accounts

BT Managed Accounts offer your clients the benefits of direct share ownership while outsourcing the ongoing management and administration.

Wholesale Plus funds

In an environment of lower global economic growth, more investors are seeking quality investments at a lower price. That’s why we’ve created the Wholesale Plus fund series – access to a range of 45 popular wholesale funds, generally delivered at a lower ongoing investment cost, available exclusively on BT platforms.

BT Margin Loan

The BT Margin Loan can give your clients access to a large amount of capital and may be able to create high, accelerated returns in a short period of time.

Warrants

Self Funding Instalments (SFIs) can work as part of a Borrow to Grow strategy, by enabling investors to purchase ASX listed securities in two instalments. Investors can enjoy many of the benefits of ownership of ASX listed securities, including dividends or distributions and franking credits (subject to eligibilities), with no margin calls.

Westpac BlueChip 20

The Westpac BlueChip20 is an SMA that allows investors to invest in top 20 blue chip shares. Clients can build up their investment with a minimum contribution of just $250/month.

Westpac Protected Equity Loan

The Westpac PEL is for individual clients, trusts, companies or SMSF's. It allows investors to create a protfolio of securities with up to 100% capital protection at maturity.

Managed funds

Managed funds enable your client to pool their money with other investors, whilst accessing the expertise of specialist fund managers. If your client is investing for the first time, a managed fund can be a convenient way to enter the market.

Advance Asset Management

Advance Asset Management is a specialist asset management business within the BT Financial Group. Advance is one of the largest and fastest growing multi-managers in the Australian market, and a member of the Westpac Group. Advance stands distinct from its peers for its independent approach and thinking, ensuring industry leading risk management with consistent delivery of returns.

Our focus is on asset allocation, manager selection and risk management and our Funds are built around long-term strategic asset allocations, which ensure they are positioned to achieve their objectives taking into account future market conditions.

How can we help you?

1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award - Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.