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.

    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

    Preparing for BT Wrap migration

    As part of our ongoing plans to streamline our offer and provide you with the best possible platform experience, we intend to migrate BT Wrap accounts to BT Panorama in the coming months.

    Migration hub

    Visit the migration hub for the latest updates and resources you need as we prepare to migrate to BT Panorama.

    Go to the hub

    Recent updates

    As we work towards migrating to BT Panorama, we will keep you informed of all the latest updates and announcements.

    View updates

    Frequently asked questions

    View the latest frequently asked questions about the proposed migration.

    View our FAQs

    Webinars

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

    Webinar: SMSF’s - Limiting the LRBA?

    Many clients establish an SMSF to hold direct property, or to provide them with option to do so in the future. In this session will explore who gearing is suitable for and what alternatives to traditional LRBA’s are available to clients via their SMSF.

    SMSF’s: the gold standard for more Australians?

    Have SMSF’s become more affordable for more Australians? Find out whether SMSF trustees are getting better value for money or delivering on good returns.

    Are Transition to Retirement (TtR) Strategies still worthwhile?

    A Transition to Retirement strategy may still be of benefit to many of your clients despite the removal of the tax on earnings arbitrage.

    Panorama Listed Security Holding Options

    For clients with directly held listed securities, Panorama provides the flexibility to choose how they are held – choose from Nominee, Sponsored HIN holding type (Investment accounts only), or Custodial HIN holding type. This webinar outlines each of the holding types, how and where you can set them up for a client and how the different holding types compare, allowing you to align with the needs of your clients.

    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.

    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