Adviser registration and change of details (PDF 310 KB)
Dealer Groups registration and change of details (PDF 304 KB)
Single investor transfer form (PDF 264 KB)
Bulk investor transfer form (PDF 275 KB)
BT adviser exchange access request form (PDF 175 KB)
Application form (BT PPM) (PDF 6.39 MB)
Set up an advice fee arrangement form (PDF 136 KB)
BT Panorama adviser registration form (PDF 75 KB)
Dealer Group registration form (PDF 696KB)
Support staff registration form (PDF 119 KB)
Panorama user agreement (PDF 40 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Choice of super fund (PDF 139 KB)
Target Market Determination(s) are available at bt.com.au/tmd
BT Panorama Super – Product Disclosure Statement (PDS)
(PDF 8,455 KB)
Establishing an SMSF (PDF 790KB)
SMSF basic conditions (PDF 128 KB)
SMSF Investments (PDF 312 KB)
SMSF income streams (PDF 181 KB)
Insurance in an SMSF (PDF 190 KB)
SMSF and Estate Planning (PDF 193 KB)
BT Business Super – Request to transfer form (PDF 210 KB)
BT Business Super – Fund nomination form (PDF 156 KB)
BT Lifetime Super – Request to transfer form (PDF 112 KB)
BT Lifetime Super – Fund nomination form (PDF 149 KB)
Target Market Determination(s) are available at bt.com.au/tmd
Target Market Determination(s) are available at bt.com.au/tmd
BT Panorama Investments Investor Guide (PDF 788 KB)
Panorama Financial Services Guide (FSG) (PDF 307 KB)
BT Protection Plans PDS (PDF 2.9 MB)
BT Protection Plans customer guide (PDF 872 KB)
Application form (PDF 2.67 MB)
Premium holiday request (PDF 277 KB)
Alteration request (PDF 40 KB)
Direct debit request (PDF 568 KB)
Nomination of beneficiaries (PDF 144 KB)
SuperWrap Application for continuation option (PDF 133 KB)
Wrap Application for continuation option (PDF 136 KB)
Application for additional benefits (PDF 209 KB)
BT Protection Plans customer guide (PDF 872 KB)
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