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.
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Establishment
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Panorama Investments
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SMSF Administration
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Access a transactional account and a range of investments
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Integrated insurance options with BT Protection Plans
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A single view of all key information at a glance
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Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined
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Manage everything online in one place
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Leverage the investment and portfolio management benefits of Panorama Investments for a broad range of investment options
Forms & disclosure
Panorama Investments
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BT Panorama Investment Investor Guide (PDF 789 KB)
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Panorama Financial Services Guide (FSG) (PDF 308 KB)
Panorama Super
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BT Panorama Super – Product Disclosure Statement (PDS)
(PDF 8,455 KB)
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BT Protection Plan PDS and Policy Document (PDF 2,975 KB)
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Panorama Financial Services Guide (FSG) (PDF 1,157 KB)
SMSF establishment service
SMSF administration service
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BT Panorama SMSF Fund Administration (PDF 1,122 KB)