Super & SMSF

Meet your clients' retirement needs at any lifestage.

Our integrated SMSF solution

Get access to an intuitive, integrated SMSF solution – designed to suit your business model and the way you work.

Our purpose-built super solution

BT Panorama Super brings you the investment and portfolio management benefits of Panorama Investments with integrated insurance, reporting and compliance management features.

Retirement solutions

Flexible solutions to assist your clients as they plan for retirement.

BT SMSF – an integrated SMSF solution

BT SMSF through Panorama Investments is a way to manage your clients' SMSF more efficiently, allowing advisers and accountants to collaborate to invest and administer their fund and keep it compliant – all in one place.

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BT Panorama. Your Business. Your Way.

BT Panorama Super – our purpose-built super solution

BT Panorama Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase. It brings you the investment and portfolio management benefits of Panorama Investments in a purpose-built solution, with integrated insurance, reporting and compliance management features.

Access a transactional account and a range of investments
Integrated insurance options with a selection of insurance provider options
A single view of all key information at a glance
Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined
Manage everything online in one place
Leverage the investment and portfolio management benefits of Panorama Investments for a broad range of investment options

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Super strategies for clients

Knowledge Centre articles, videos and resources to help you and your clients get the most out of our super solutions.

Resources

BT Panorama training

Access our new practical and engaging training courses to help you get the most out of BT Panorama. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.

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