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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.

    More on BT Panorama Super

    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. Your Business. Your Way.

    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

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    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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    Basic conditions of an SMSF

    Specific conditions apply to the relationship between trustees and members. Limitations include who is eligible to be a trustee as well as on the number.
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    Calculating the rate of income support payments

    The rate of social security payments are affected by an asset and income test. Generally, the test that results in a lower payment is what determines the rate payable.
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    Temporary early access to super due to COVID-19

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    SMSF borrowing

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    Removal of 10% test to make personal deductible contributions

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    Concessional contribution rules

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    Comparison: Transfer balance cap versus total super balance

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    Who can contribute to super

    Forms & disclosure

    Panorama Investments

    Panorama Super

    SMSF establishment service

    SMSF administration service

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    Find out how BT’s super solutions can meet your clients' retirement needs at any life stage.

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