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    Why BT for investments?

    With BT, you have access to over 2,000 investment options across our award-winning platforms, allowing you to choose from a wide range of options to suit your clients’ unique needs. Explore the full range of investment options that have been recently added to BT Panorama across managed funds, managed portfolios, Australian listed securities, ETPs, LITs and LICs.

    Super

    Range of opportunities

    Invest in over 2000  investment options available through BT products and services.1

    Broad capability

    Access a broad investment management and asset management capability.

    Award-winning platforms

    Access advanced portfolio and trading tools with BT’s award-winning platforms.2

    Expert service

    Receive support, technical assistance, news and analysis from a range of experts at BT and the broader industry.3

    Explore other products

    Discover how managed accounts can bring efficiencies to your business.

    Learn more.

    Choose an investment

    • Annuities4

    • Cash Management Account

    • Managed funds

    • Warrants

    • BT Managed Portfolios on BT Panorama 

    • Listed securities and ETFs

    • Margin Lending

    • Wholesale Plus Funds

    • Cash and Term Deposits

    • Managed accounts - CoreSeries

    • Online share trading5

    1 This includes investment options across the BT Panorama and Asgard platforms.
    2 Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in Panorama products. Awards are current at the time of publication but are subject to change. A complete list of awards for BT products and services (including BT platforms) is available online.
    3 Advice professionals can visit BT Academy to get access to economic updates, market news and practice insights from in-house BT technical experts, as well as experts from the broader industry.
    4 Challenger annuities are only available via BT Panorama.
    5 The Compact Menu does not offer listed securities (Australian shares and ETFs).

    How to access investments from BT

    BT Panorama
    BT Panorama provides one place to manage your clients' investments, SMSFs, super and insurance. It offers flexible technology that can adapt to you and your clients' needs, supporting you and your clients to manage their wealth all in one place.

    Asgard eWrap
    Asgard eWRAP provides you with a total solution to help you manage your clients’ accounts and execute a variety of financial strategies.

    Asgard Infinity Wrap
    Infinity eWRAP starts with a low cost Core offer and provides a range of optional features so you can customise the platform to suit your client’s specific needs.

    Direct investing
    Funds are available for direct investment through BT Invest and BT SuperInvest.
     

    Online trading, mortgages and banking

    BT is part of the Westpac Group, and lending and banking solutions are available through the Westpac Group of companies, Westpac, St.George, Bank of Melbourne and BankSA. This includes solutions such as margin lending, mortgages, broking, deposits and other banking products. 

    Client investment strategies

    Generic podcast

    Podcast: The types of impact investing and how they became investable

    Advisers Karen McLeod and Chris Lang chat with Portfolio Manager Hari Balkrishna about what areas clients can invest in through impact, how they have become investable and which clients resonate with which areas. This podcast was created through T. Rowe Price’s partnership with Ensombl.
    Opening of webinar

    Webinar: Improving after tax returns within equities

    Michael Maughan (Portfolio Manager of the Tyndall Australian Share Income Fund) discusses the strategies Australian investors can use to achieve growth and tax-effective income.
    More investment strategies articles

    Note - Investment related articles from BT Adviser Academy may be included here on the page – refer to https://www.bt.com.au/professional/knowledge-centre/client-strategies/investment-strategies.html for example articles which may be used.

    Resources

    video

    BT Panorama training

    Access our new practical and engaging training courses to help you get the most out of BT Panorama. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.

    Find out more
    Education

    Education

    BT Academy gives you access to the latest podcasts, practice insights and whitepapers, market news and eligible CPD events to keep you up to date.

    Visit BT Academy
    Forms & disclosures

    Forms & disclosures

    Access a comprehensive list of forms, product disclosures and other resources to help you get the most out of our products and platforms. 

    View and download documents

    Ready to get started?

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    Find out more about BT's investment solutions.

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    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.

     

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    Find out more about BT’s investment solutions. 

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