BT Panorama has a range of support materials available to help you use Panorama efficiently and to help get your questions answered. From online training, video tutorials and our virtual assistant, we’re here to help you get the most from BT Panorama.
22 November 2021 - Advice fee client consent updates
21 November 2021 - Reduced Input Tax Credits for BT Panorama Investments accounts
Use one of the many support channels below to get your questions answered.
BT Panorama’s virtual assistant, Blue:
You and your clients can chat to us 24/7 via Blue, our chatbot on BT Panorama. Blue can support you while you’re on the platform by:
Watch our demo video to see how Blue can help with your query. So let Blue help you today with questions such as:
Click-to-chat: Chat with a BT Customer Relations consultant from your computer to get real time answers to your questions. Our team is available Monday to Friday, 8:30am to 6:30pm (Sydney time).
Online navigation assistance: An interactive tool integrated into BT Panorama to help you navigate through key tasks step-by-step, such as how to initiate an asset transfer, or how to amend ongoing advice fees.
Help and support section on BT Panorama: Your hub for all key resources including forms and more detailed information on features of BT Panorama.
Contact our Customer Relations team: Our teams are here to answer your calls, find the right number for you.
Make the most of BT Panorama and the efficiencies it can bring to your practice by getting familiar with these top tips.
When a pension account is in the pre-commencement phase, no pension payments or lump sum withdrawals can be made.
You can find the guide in the ‘Help & support’ section on the BT Panorama desktop by selecting the following options: ‘Business & admin’ > ‘Guides’ > ‘Digital Signatures’.
If the fee consent request is received by our Customer Service Delivery team within five business days before the end of the month, with all the required information provided correctly, we’ll process the request before the month ends.
The increase in monthly tax instalments can be due to several reasons including the PAYG instalment rate increase by the ATO from 3.0% to 4.6%.
The ‘Complying Fund Statement’ is inside our ‘Choice of super fund’ form located in the ‘Forms’ section under Help & Support.
You can find the TMD for a particular managed fund by logging into BT Panorama and selecting from the ‘Product’ option.
We aim to make the onboarding process as smooth as possible for you and your clients. The following resources are designed to help you through the process:
Delivered on an interactive training portal, our engaging and functional training modules are designed to show you how to maximise the benefits delivered by BT Panorama’s functionality.
We also offer a variety of pre-recorded standalone webinars:
If you have clients with accounts that migrated from Wrap to BT Panorama, we have a series of videos which compare the way some tasks were performed on Wrap with how it works on BT Panorama. Topics include client onboarding, transactions & investments and monitoring & reporting. These are available to view on the training portal now.
This interactive guide can help you get familiar with the BT Panorama platform with quick tips on how to on-board new clients, access client reports and learn how to use the digital consent functionality. We have included interactive links to detailed webinars for more information.
If you have clients with accounts that migrated from Wrap to BT Panorama, we have a series of videos which compare the way some tasks were performed on Wrap with how it works on BT Panorama. These are available to view on the training portal now.
The help and support section on the BT Panorama desktop is your central hub for all documents including disclosure documents and forms. Key documents can also be found on the Forms and disclosure page.
* BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2020, 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.
^ Where applicable for the asset type.
This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply.
This information has been prepared for use by advisers only.