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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 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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    Work test exemption for recent retirees aged 65 to 74

    Individuals aged between 65 and 74 who have recently retired, may be eligible to make additional voluntary contributions to their super. Learn about eligibility and requirements at BT Academy.
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    Changes to superannuation work test age

    Increasing the age at which the superannuation work test applies from 65 to 67, from 1 July 2020, provides an additional opportunity to implement voluntary super contribution strategies. Learn more at BT Academy.
    Insurance within super: realising benefits and avoiding pitfalls

    Insurance within super: realising benefits and avoiding pitfalls

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    Superannuation income streams types

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    Income streams: social security asset test (including legacy pensions)

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    Defined benefit income streams under the new super rules

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    Calculating the rate of income support payments

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    Mandated employer contributions

    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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