Store and share all your 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.
Using the Panorama cash account, you can categorise your clients’ transactions, to ensure no deposits or payments go uncategorised throughout the year. Plus, you can access individual member contribution reporting and pension summary reporting to help with compliance control.
You can invite your client’s accountant to access BT Panorama, so you can collaborate seamlessly in one place. Providing visibility across your client’s investment portfolio.
BT Panorama now allows your clients to purchase our award winning1 BT Protection Plans through an Investment, SMSF or Super account.
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.
Awards are opinions only, and are not recommendations. They are one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Protection Plans. Awards are current at date of publication but are subject to change.
The BT Cash Management Account Saver is an interest-bearing variable rate cash account that provides access to the features and functionality of the award-winning Panorama platform*, and term deposits.
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