BT Panorama Super helps you to efficiently manage a client's super portfolio from accumulation to pension phase. It’s a purpose built super solution, featuring investment and portfolio management, integrated insurance, reporting and compliance management.

Draw on the investment and portfolio management benefits of Panorama Investments and access a transactional account along with a range of investments:
- Term deposits
- Managed funds
- Managed portfolios 
- Listed securities

Purchase our award-winning1 BT Protection Plans (BTPP) through a Super account – with a range of premium discounts available.View BTPP policies funded via a Panorama account on a single overview page and drill down for details. Track applications and related underwriting notes without switching systems.

A consolidated view

Easy and efficient

A single view of all key information at a glance, with dashboards that are flexible and easy to read, an account overview snapshot tailored by account type, and real-time reporting.

Simple setup

Easy and streamlined

Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined. Simply setup clients with a new account online, and maintain their account number and tax components when transitioning in full from accumulation to pension.

Rich online functionality

All in one place

Manage everything online from the initial application and rollover initiation to personal tax deduction notices, beneficiary nominations and pension commencement. Set up clients with access to make payments or contributions from linked accounts, or schedule a contribution or pension payment on any date at the frequency preferred by the client.

Efficient portfolio management

Choice and flexibility

Leverage the investment and portfolio management benefits of Panorama Investments and provide your clients with access to a broad range of investment options.

Drive efficiency with digital consent

2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions. 

Watch the digital consent workflow in action (1:44)

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.

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.

Access a comprehensive list of forms, product disclosures and other resources to help you get the most out of our products and platforms. 

Speak to a BDM

Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.

Register for BT Panorama

If your dealer group is al­ready reg­is­tered for BT Panorama, complete the adviser form.
Oth­er­wise, com­plete both forms.

Ad­viser reg­is­tra­tion form
Dealer group reg­is­tra­tion form

Call 1300 784 207

If you have a service enquiry, call us.
8:30am – 6:30pm Sydney time
Monday – Friday

1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award – Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.

2 As at 27 February 2017, a 10% platform discount is available for premiums paid directly from superannuation and investment accounts, and a 5% multi-policy discount and large sum insured discount is available for eligible applicants. Please refer to the BT Protection Plans Product Disclosure Statement for eligibility requirements.

3 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020


Speak to a BDM

Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.