BT Panorama SMSF is a flexible, integrated SMSF solution designed to suit your business model and the needs of your clients. Whether your client has an existing SMSF or is looking to establish one, BT can help with an end-to-end solution all on one award-winning1 platform.
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.
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.
Your clients can purchase our award-winning1 BT Protection Plans.
BT Protection Plans include a range of cover options for business owners, employees, families, individuals with high net worth or in specialised professions, and those planning their estates.
From $440 – Learn more
The following management costs apply to your client’s account:
0.15% pa of the total balance below $1 million
+ Full Menu $540 pa or Compact Menu $180 pa – Learn more
+ Expense recovery up to $80 pa^
From $2,186 pa – Learn more
^This fee is to recover expenses including government levies and complying with legislative requirements. The exact amount can vary and will be confirmed in your client’s annual statement. In 2018 it was $37.91.
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. Other fees, costs and charges may apply to your client’s account. 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 and BT Managed Portfolios PDS and Investment Options Booklet.
Current as at 30 July 2019. Fees and costs are subject to change.
Just looking for a Cash Management Account for your client’s SMSF? The BT Cash Management Account Saver (BT CMA Saver) provides access to the features and functionality of the award-winning BT Panorama platform1 and term deposits.
If you’re registered for BT Panorama simply log in, click on ‘I’d like to…’ and select ‘Open an account’.
Call us on 1300 784 207
BT Panorama Investments Investor Guide (PDF 2580 KB)
1 BT Panorama won ‘Best Technology Offering’ at the Conexus Financial Superannuation Awards, 2017, 2018 and 2019. The awards recognise excellence in the superannuation industry and an independent committee selects the winners. Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in a BT Panorama Investments account. Awards and ratings are current at the time of publication but are subject to change.
2 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.