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Full Menu |
Compact Menu |
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Bank account
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✔ |
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Australian shares and ETFs
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Term deposits
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✔ |
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Managed funds
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Explore the full range of investment options that have been recently added across managed funds, managed portfolios, ETFs, LITs and LICs.
Transactions made easy
It’s easy for your client to transact on their PC, tablet or smartphone. They can receive income, schedule payments and pay bills by BPAY® or electronic funds transfer.
Track contributions and pensions
It’s simple to view your SMSF information and keep track of contributions and pensions.
Save time at end of financial year
If your client agrees, you can give their accountant access to view their SMSF’s transactions. It helps make tax time easier.
Manage SMSF transactions
Receive contributions and income
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Super contributions
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Rollovers from other super accounts
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Interest on term deposits
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Interest earned on cash
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Dividends from shares
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Distributions earned on managed funds
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Rental income
Make payments
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Asset purchases
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Pensions
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Member benefits payments
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Taxes
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Fees and expenses
Key features
Easy corporate actions
Manage corporate actions online so your client can participate in investor schemes, such as a rights issue or buyback related to their SMSF’s shareholdings.
Personalised market news
Be in the know with access to market updates and stock research, customised to your client's SMSF’s portfolio.
Sustainable investing made easy
Environmental, social and governance ratings to help you and your client make choices about sustainable investing.
Available on the Full Menu only.
Key features
Flexibility
Choose from a range of interest rate options paid monthly, yearly or at maturity.
Ease
Your client can apply for a term deposit without any additional paperwork or signatures.
Visibility
Get a holistic view of your client’s term deposits and full visibility of maturity dates, all 100% online.
Managed funds
You can access over 500 funds on BT Panorama. Plus there are no transaction fees.*
Key features
Choice
Choose from a range of investment styles and asset classes through diversified, sector and specialist funds with ease.
Professionally managed
Access to more than 100 of Australia’s leading fund managers – all in one place.
* A buy/sell spread is charged by the product issuer.
Key features
Choice
Choose the managed account option that best supports your unique business model and client types. Find out what’s best for you.
Learn from industry experts
Access educational webinars, videos, white papers and resources to help you navigate the managed accounts maze.
Scalable technology
Purpose-built technology bringing you multiple options on one consolidated system.
Secure document library
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.
SMSF accounting software connection
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.
BT Panorama Investments
The following management costs apply to your client’s account:
0.15% pa of your client's total balance below $1 million
+ Selected investment menu: Full Menu $540 pa or Compact Menu $180 pa
+ Expense recovery up to $80 pa^
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.
^ 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.
Current as at 30 July 2019. Fees and costs are subject to change.
Speak to a BDM
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.
What you need to know
1The 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.
2 BT Panorama won ‘Best Technology Offering’ at the Conexus Financial Superannuation Awards, 2017, 2018 and 2019. 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 Panorama Investments account. Awards and ratings are current at the time of publication but are subject to change.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the BT Panorama products.
A Product Disclosure Statement or other disclosure document (PDS) for the BT Panorama products can be obtained by contacting BT on 1300 784 207 or by visiting https://www.bt.com.au/professional/solutions/investments/bt-panorama-investments.html. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Panorama products.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the BT Panorama products, an investment in, or acquired using, the BT Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the BT Panorama products.
Speak to a BDM
Find out how BT SMSF can integrate seamlessly with your business model and meet the needs of your clients.