An integrated SMSF solution
BT Panorama SMSF is a new way to manage your clients’ SMSFs 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.
- One online application
- All documents to establish your client’s SMSF uploaded to the Panorama document library
- Setup includes a cash account
- We manage it for you, including the registration with the ATO
- Access BT Cash Management Account, term deposits, BT Managed Portfolios, managed funds and listed securities.
- Smart SMSF features like accountant access and comprehensive online reporting
- Add external assets for a whole of fund view
- Professional administration service
- Help keep your clients' SMSFs compliant with the relevant laws and regulations
- All paperwork that comes with an SMSF is managed, including preparing member statements and financial statements, plus arranging tax and audit
Secure Document Library
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.
Expanded view of external assets
Load external asset information manually or via automatic feeds from supported accounting software to get a whole of fund view.
Easy contributions and pensions tracking
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.
Integrated accountant access
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.
Award-winning Life Insurance1
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.
BT Cash Management Account Saver
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.
*BT Panorama – Winner: Best Technology Offering 2017, 2018 and 2019, Conexus Financial Superannuation Awards. 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 account. Awards and ratings are current at the time of publication but are subject to change.
Documents and downloads
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Establishing an SMSF (PDF 790KB)
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SMSF basic conditions (PDF 128 KB)
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SMSF Investments (PDF 312 KB)
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Trustee duties (PDF 176 KB)
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SMSF income streams (PDF 181 KB)
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Insurance in an SMSF (PDF 190 KB)
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SMSF and Estate Planning (PDF 193 KB)
Want to know more?
Our Business Development Managers are here to help.