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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

    Fast access to BT Panorama support

    If you have questions as you perform certain tasks or actions on BT Panorama for the first time we have a program of help and support options available that will help you skip the call centre queue and get up and running on Panorama as quickly as possible.

    Learn more

    Portfolio valuations

    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.

    Understanding Contributions

    A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way.

    I now call Australia home... Super, Tax and Social Security Rules

    This session outlines various super, tax and Social Security rules relevant to clients who have a change to their residency status, and identifies potential advice opportunities.

    I want my cake, and I'd like it calorie (tax) free - superannuation conditions of release

    This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.

    Webinar: Did ya FASEA it coming?

    From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC. In this session we will explore what the changes will be, how this will impact the advice landscape and what we know or foresee about the FSCP. This session will also provide a timely update on other advice policy regulatory developments.

    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.
     

    View our tools & calculators

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