BT Cash Management Account Saver

With the BT Cash Management Account Saver now available, your clients can access an interest-bearing variable rate cash account, currently earning 0.05% p.a., in addition to the features and functionality of the award-winning BT Panorama platform*, and term deposits.

For advisers and accountants

The BT CMA Saver is a variable rate cash management account which your clients can hold on its own, or alongside their Panorama Investments account.

Manage your clients’ BT CMA Saver and other investments all in one place, from your Panorama adviser dashboard. With specialised accountant access.

Complete a client’s SMSF fund establishment all in one go, with one combined application to establish the SMSF, and set up a BT CMA Saver.

Set up your clients with a BT CMA Saver account, which has no additional BT CMA Saver transaction or administration fees^ .

Data feeds to leading accounting and financial planning software. Including two way data feeds with Class and Simple Fund 360 accounting software and the ability to download information in CSV format.

With the BT CMA Saver, your clients also have access to the features and functionality of the award-winning BT Panorama platform*. Including market information and news, an online document library to store, share, access and securely transfer important documents, external asset reporting and more.

  • Access to the features and functionality of the award-winning BT Panorama platform*
  • Access to term deposits
  • No additional BT CMA Saver transaction or administration fees^
  • No minimum opening deposit or monthly balance
  • External asset reporting
  • Access to online document library
  • Access market information and news
  • Access to SMSF Establishment and Administration Services (if applicable)
  • Clients can view their BT CMA Saver alongside their Westpac Mobile Banking App and BT Panorama Mobile App

BT CMA Saver screenshot

What is the difference between the BT Cash Management Account (BT CMA) and the BT Cash Management Account Saver (BT CMA Saver)?

The BT CMA Saver is a cash management account that offers access to the features and functionality of the BT Panorama platform, including access to term deposits, and can be held directly by a customer without a Panorama Investments account. The BT Cash Management Account (BT CMA) is the cash hub for your clients’ Panorama Investments account. The BT CMA is only available to those who have a Panorama Investments or Asset Administrator Investments account.

How do I set up my client with a BT Cash Management Account Saver account?

Simply sign in to the BT Panorama adviser dashboard and select “Open an account” from the “I want to…” drop down menu. Click on “Cash Management Account Saver” as the Product Type, and fill out the required client information.

Speak to a BDM

Find out what investment options are available on BT Panorama. 

Register for BT Panorama

If your dealer group is al­ready reg­is­tered for BT Panorama, complete the adviser form.
Oth­er­wise, com­plete both forms.

Ad­viser reg­is­tra­tion form
Dealer group reg­is­tra­tion form

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Speak to a BDM

Find out what investment options are available on BT Panorama.