BT Panorama SMSF is a flexible, integrated SMSF solution designed to suit your business model and the needs of your clients. BT can help with an end-to-end solution all on one platform.

Smart and efficient

Access to a broad range of investments for your SMSF clients.

  • Access BT Cash Management Account, term deposits, managed portfolios, managed funds and listed securities
  • Smart SMSF features like accountant access and comprehensive online reporting
  • View external assets online alongside a BT Panorama Investments account.

Secure document library

Store and share your client's important SMSF documents, all in one place. A secure online document library accessible by trustees, accountants and advisers. Enabling you to flag documents for audit purposes, date stamp with the financial year, or mark as private if required.

SMSF accounting software connection

Connect your client’s BT Panorama account to SMSF accounting software to view their externally held assets and additional SMSF information such as member balances, contributions and pension details. This also allows you to collaborate seamlessly with their accountant.

BT Panorama, the Award-winning1 online platform, won ‘Best Technology Offering’ at the Conexus Financial Superannuation Awards 2017, 2018 and 2019.

Environmental, social and governance tools can help provide you and your clients with greater insight around sustainable investing.

Receive market information related to your client’s portfolio, the latest company information and fund fact sheets.

BT Panorama Investments

The following administration fees (asset and account based) apply to your client’s account:

0.15% pa of the total balance below $1 million (0% on balances over $1 million)

+ Full Menu $540 pa, Compact Menu $240 pa, Focus Menu $60 pa

Note: The transaction account balance will be excluded from the calculation of the Administration fee – asset based (subject to a minimum asset-based administration fee which applies to the Compact and Focus menu options, including accounts with only a transaction account balance). For further details, refer to the relevant disclosure document(s).

Other fees, costs and charges may apply such as expense recovery, transaction account fee and transaction costs eg buy/sell spread. For further details, please refer to the relevant disclosure document.

Additional investment fees may apply depending on the investment choices made. Other management, transactional and operational costs may apply to an exchanged traded fund (ETF), managed fund or managed portfolio option. For further details, please refer to the relevant disclosure document(s).

All costs are inclusive of GST unless otherwise stated. Conditions, fees and charges apply for BT Cash Management Account (BT CMA) and term deposits issued by Westpac. Westpac may change these or introduce new ones in the future. For further details, please refer to the Investor Guide, Additional Information and Terms Booklet, Cash Management Accounts and related Payments Services Terms and Conditions, BT Cash Management Account Fees and Interest Rates.

Target Market Determination(s) are available at bt.com.au/​tmd

Current as at 1 October 2025. Fees and costs are subject to change.

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

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

Speak to a BDM

Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients. 

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.