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.
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.
The following management costs apply to your client’s account:
0.15% pa of the total balance below $1 million
Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.
+ Full Menu $540 pa or Compact Menu $180 pa
+ Expense recovery up to $80 pa^
^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.
Target Market Determination(s) are available at bt.com.au/tmd
Current as at 1 July 2021. Fees and costs are subject to change.
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.