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.

Simple online establishment for individual or corporate trustees.

Access BT Cash Management Account, term deposits, BT Managed Portfolios, managed funds and listed securities.

An administration, tax and audit service to help keep your clients’ SMSFs on track.

SMSF Establishment

Start. Simple.

Simply complete one online application and we’ll load all the documents to establish your client’s SMSF, and their corporate trustee if they want one, to the Panorama document library. We’ll also set them up with a cash account - so they have their fund’s bank account ready. We manage it for you, including the registration with the ATO.

Investments

Smart. Efficient.

Help your clients’ invest their super with access to a broad range of SMSF-ready investments – BT Cash Management Account, term deposits, BT Managed Portfolios, managed funds and listed securities. Plus smart SMSF features to help you manage your clients’ portfolios more efficiently – such as accountant access, comprehensive online reporting and the ability to add external assets for a whole of fund view.

SMSF Administration

Less paperwork. More peace of mind.

A professional administration service to help keep your clients’ SMSFs on track and compliant with the relevant laws and regulations. All the 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.

Expand your view

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.

Collaborate

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

Integrated with BT SMSF

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.

Documents and downloads

Our Business Development Managers are here to help