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.
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.
Load external asset information manually or via automatic feeds from supported accounting software to get a whole of fund view.
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.
Establishing an SMSF (PDF 790KB)
SMSF basic conditions (PDF 128 KB)
SMSF Investments (PDF 312 KB)
Trustee duties (PDF 176 KB)
SMSF income streams (PDF 181 KB)
Insurance in an SMSF (PDF 190 KB)
SMSF and Estate Planning (PDF 193 KB)