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    Build your own SMSF solution

    Get access to an intuitive, integrated SMSF solution – designed to suit your business model and the way you work.

    More on BT SMSF
    Our purpose-built super solution

    BT Panorama Super brings you the investment and portfolio management benefits of Panorama Investments with integrated insurance, reporting and compliance management features.

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    BT Lifetime Super

    BT Lifetime Super – Employer Plan is suitable for all types of employers, from small family-run businesses to large multi-nationals.

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    BT SMSF - An integrated SMSF solution

    BT SMSF is a new way to manage your clients’ SMSF more efficiently.

    Advisers and accountants can collaborate to set up clients’ SMSFs online, invest their super and help administer their fund and keep it compliant – all in one place.

    • Establishment

    • Panorama Investments

    • SMSF Administration

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    BT Panorama Super - our purpose-built super solution

    BT Panorama Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase. It brings you the investment and portfolio management benefits of Panorama Investments in a purpose-built solution, with integrated insurance, reporting and compliance management features.
    BT Panorama Super

    • Access a transactional account and a range of investments 

    • Integrated insurance options with BT Protection Plans

    • A single view of all key information at a glance

    • Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined

    • Manage everything online in one place

    • Leverage the investment and portfolio management benefits of Panorama Investments for a broad range of investment options

    Learn more

    Super strategies for clients

    Knowledge Centre articles, videos and resources to help you and your clients get the most out of our super solutions.
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    SMSF Strategies 29 May 2019
    SMSF investments
    While establishing an SMSF can give investors great flexibility in relationship to investment decisions, the trustees do not have full discretion regarding investments. The list of things to take into account is extensive. This document provides a summary of some of these considerations.
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    SMSF Strategies 29 May 2019
    Basic conditions
    SMSFs are treated differently from other superannuation funds in a number of legislative and regulatory ways and in order to qualify for this different treatment, which is generally more concessional, an SMSF must meet a set of conditions above those that all superannuation funds are required to satisfy. These conditions can be found in section 17A of the SIS Act.
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    SMSF Strategies 29 May 2019
    SMSF investment strategy
    extra risk your smsf can manage
    SMSF Strategies 29 May 2019
    The extra risk your SMSF can manage
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    SMSF Strategies 29 May 2019
    SMSF contributions
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    SMSF Strategies 29 May 2019
    Trustee Duties
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    SMSF Strategies 29 May 2019
    Winding up an SMSF
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    SMSF Strategies 29 May 2019
    Understanding SMSFs

    Forms & disclosure

    Panorama Investments

    Panorama Super

    SMSF establishment service

    SMSF administration service

    Our Business Development Managers are ready to help.
    Call: 1300 784 207 Find your BDM