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    BT has supported advisers and their clients for over 50 years and we will be here for you as the COVID-19 situation evolves.
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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.

    Find out more

    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

    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.

    Learn more

    Portfolio valuations

    Webinars

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

    Questions in review from 2021 to 2022

    In this session we are going to review a number of new and ongoing technical issues to keep you up to date with the most recent Covid changes, Centrelink consideration, and Super legislation as we close in on the end of calendar year 2021.

    Is your advice practice future ready?

    The pace of change within the advice industry has never been more rapid and the next few years will provide unprecedented potential for practice growth despite the known challenges in the environment.

    Are carry forward concessional contributions the most versatile superannuation contributions strategy?

    From 1 July 2021, for many clients who are eligible strategies involving carry forward concessional contributions have become more tax effective.

    Are you in the business of ethics?

    This session will focus in on a number of the ethical considerations that arise in a financial planning business context, that have the ability to set your business up for success and show how ethical considerations really do become a part of everyday life.

    View all or register to our upcoming webinars

    EOFY 2020

    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

    BT Wrap EOFY

    Prepare for year end with our dedicated adviser year end resources. 
     

    Access BT Wrap EOFY resources

    Asgard EOFY

    Here you will find helpful 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.
     

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