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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

    Learn more
    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

    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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    Superannuation changes from 1 July 2021

    A raft of changes to superannuation rates, caps and thresholds have come into effect from 1 July 2021 impacting advice you provide to your clients.
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    Removal of 10% test to make personal deductible contributions

    Originally restricted to those who were at least substantially self-employed, personal deductible contributions can now be used more widely.
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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

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    SMSF Income streams

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    Changes to superannuation work test age

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    SMSF trustee obligations and penalties

    Resources

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    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

    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

    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

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    Speak to a BDM

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

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    Call 1300 784 207

    If you have a service enquiry, call us.
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    Speak to a BDM

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

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