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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 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.
    extra risk your smsf can manage

    The extra risk your SMSF can manage

    There are many benefits to holding an SMSF, and there’s one extra risk in retirement planning that you may not have realised is better managed in the SMSF environment says Bryan Ashenden, Head of Financial Literacy & Advocacy, BT Advice Services.
    super

    It is supercalifragilisticexpialidocious!

    For many, the world of super contributions may seem relatively straight forward, but it is worth noting there are some complications as a result of the 2017 changes to super. Learn more
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    Trustee Duties

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    SMSF Income streams

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    SMSF and Estate Planning

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    SMSF borrowing

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    SMSF contributions

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    Basic conditions

    Forms & disclosure

    Panorama Investments

    Panorama Super

    SMSF establishment service

    SMSF administration service

    How can we help?

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