The following form allows you to search all of BT.

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

    Information for advice professionals only.

    Resources

    video

    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.

    In Practice: Rethinking business growth with managed accounts

    For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

    I feel the need... the need for ethics

    Ethics is not about being the top gun given its subjective nature. Being aware of the potential issues means instead of flying by the seat of your pants and losing that loving feeling, you can target the problem head on. This session will explore ethical issues arising in a range of financial advising scenarios to help you avoid writing checks your body can't cash.

    In Practice: Practice transformation: real-world view of managed accounts

    For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

    Home Care

    Most older Australians want to live independently at home for as long as possible. As people get older, they may find they need a bit of help to enable them to do so.

    View all or register for our upcoming webinars

    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 2021

    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 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.

    View prices and performance

    Fee calculators

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

    View our tools & calculators

    Our team is here to help

    Call 1300 784 207 Request a callback

     

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