Access online tax and investment reports and integrate with your accounting software to improve efficiency and see a client's whole of wealth view.

With dedicated accountant access and a secure document library, you and your clients have one place to share and store important information, from anywhere, anytime.

BT Panorama provides your clients with an investment framework and access to over 2,400 investments to build and manage a diversified SMSF portfolio.

Have questions? We’re on hand to assist with your business and your clients.

1. One place for SMSFs

  • One place for you and your clients to view and track all fund information, saving you time and giving your clients the tools they need to stay compliant.
  • Ability to upload external assets, giving you a whole of wealth view, all in one place.
  • A place for you and your clients to collaborate and securely store and share information.
Portfolio valuations

2. Our SMSF technology talks to yours

  • Seamless information integration via data feeds to and from your accounting software, supporting practice efficiency and provides you and your clients with a whole of fund view at any time.
  • Direct data feeds to SuperMate, with two-way data feeds for BGL Simple Fund 360 and Class. Manual data downloads are also available for BGL Simple Fund Desktop.
  • You and your clients can also get a whole of wealth view with the ability to incorporate any external assets such as property, manually or automatically from supported accounting software.
Portfolio valuations

3. Growing the SMSF portfolio

  • It's easy for your clients to expand their investment options or build out a diversified super portfolio with access to Panorama Investments. 
  • Your clients can have access to an integrated cash account, over 2,400 ASX listed securities and a broad range of professionally managed investments from Australian and Global investment managers.
Growing your SMSF portfolio

4. Helping your SMSF clients stay on track

  • Dedicated accountant access allows both you and your client complete visibility of the account at any time.
  • Our secure online document library is one place for you to store, share and access important fund information. You can add a date stamp, flag documents for audit and share them with your client or their adviser.
  • Online access on any device so your clients can stay on top of their SMSF on their mobile, tablet or PC. 
Stay on track

5. Tax time made easy

  • Year-end process made simple with online tax and investment reporting.
  • Easy access to generate a range of up to date investment reports including, portfolio valuation, asset allocation, performance tracking as well as tax information, making the year end process simple for you and your clients. 
Tax time made easy

For more information, please contact your Accountant Partnership Manager.

NSW

Tom Power
SMSF State Manager
0466 419 579
thomas.power@btfinancialgroup.com

QLD

Craig Godfrey
SMSF State Manager
0481 914 003 
craig.godfrey@btfinancialgroup.com

VIC

Ha-Dieu Ford
Accountant Partnership Manager
0412 641 488 
ha-dieu.ford@btfinancialgroup.com

Katrina Parolin 
SMSF State Manager
0466 507 309 
katrina.parolin@btfinancialgroup.com

SA + WA

Neil Sparks
SMSF State Manager
0447 431 042 
neil.sparks@bt­fi­nan­cial­group.com

National

Christopher Mather
National Partnership Manager
0409 457 960
christopher.mather@btfinancialgroup.com

Questions? Visit the Resource Centre or get in touch: