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    Resources

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    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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    Education

    Education

    BT Academy gives you access to the latest podcasts, practice insights and whitepapers, market news and eligible CPD events to keep you up to date.

    Visit BT Academy
    Forms & disclosures

    Forms & disclosures

    Access a comprehensive list of forms, product disclosures and other resources to help you get the most out of our products and platforms. 

    View and download documents

    Hints, tips and resources for BT Panorama users

    Access the latest product updates, training and client resources on the BT Panorama user hub. Also check out the latest hints and tips for Panorama users.

    Portfolio valuations

    Webinars

    BT’s technical team are covering current technical and regulatory topics as well as advice strategies in a series of webinars.

    CPD Webinars

    Access our series of CPD accredited webinars to begin earning CPD points and stay on top of your professional development, including ASIC and Legislated CPD areas.

    Episode 109 | If it itches, should you scratch it?

    Scratching the surface sometimes might just be the right thing to do. Because when it comes to financial planning, if it “itches”, is it a sign that perhaps the “ethics” have been mixed up?

    Episode 108 | TPD Insurance

    TPD cover can be an invaluable addition to many financial plans, especially when unexpected events put prior intentions into disarray.

    Episode 107 | More age-old old age questions

    This session focuses on building on your knowledge about the financial aspects of aged care including; revisiting the various aged care fees.

    View all or register for our upcoming webinars

    BT Learning Lab series

    Enhance knowledge when implementing and managing pension payments, income distribution, cash strategies

    BT is pleased to invite you to an exciting new training and education session designed to equip you with the latest knowledge on strategies for effectively managing Pension Payment, Income Distribution, Cash Strategies, and Recontribution Strategies in the new financial year.

    This comprehensive training session covers the following key areas:

    Pension Payment Management: for managing pension payments, including tax implications, minimum payment requirements, and best practice when implementing strategies on BT Panorama

    Income Distribution Strategies: explore various ways on managing income distribution in July tailored to the needs and objectives of different clients & what best practice looks like when implementing strategies on BT Panorama

    Cash Strategies: gain insights into effective cash management techniques, including optimizing cash flow, identifying best methods for implementation on BT Panorama

    This training session is conducted by professionals with extensive knowledge and practical experience in the field on support & implementation. It will provide you with valuable insights, practical tips, and real-life case studies when implementing with BT Panorama.

    Register to watch on demand

    Drive efficiency with digital consent

    2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions. 

    Learn more
    Watch the digital consent workflow in action (1:44)

    EOFY resources on our platforms

    BT Panorama EOFY

    Login to BT Panorama and click on the Year end tile on your homepage to access useful resources to help you prepare for year end.

    Login to Panorama Adviser

    Asgard EOFY

    Here you will find useful information to help you work with your clients in the lead up to 30 June and beyond.

    Access Asgard EOFY resources

    Prices & performance

    Prices and performance for BT investment and superannuation products - includes unit prices, distributions, management costs, interest rates, fund performance and more.

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    Fee calculators

    We’ve introduced new pricing offers across each of our BT Platforms. Try our administration fee calculators today.
     

    View our tools & calculators

    Financial Crime Prevention

    BT is committed to reducing the risk of financial crime on the businesses and clients who use our products and services. Learn more.

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    Additional Information

    1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020

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