Everything in the one place

BT Panorama is a new wealth experience that gives you one dedicated place to access all the information you need to stay in control of your investments, SMSF, super and insurance. BT Panorama has been designed to be simple to use and to be flexible, so you can manage your wealth, your way.

View key reports, store and access statements, share information with your adviser and accountant – all in one place.

With over 400 investment options available through BT Panorama Super, you can choose the investments that suit you, from accumulation to pension phase.

BT Panorama provides an overall view of your entire SMSF, including external assets as well as reporting on all member contributions and any pension payments.

Access your portfolio where you want to, as frequently as you would like and on the device of your choice. With the ability to move money, make payments (excluding super) and share information.

24/7 access to your portfolio information, with in depth performance and asset allocation and comprehensive cash transaction reporting.

Get consolidated annual tax reports, gains and losses information online at any time, store reports in your document library or share them with your tax advisers.

Access your current portfolio balance and investments performance – all on one screen.

with transaction history for your transactional account and our market information feeds.

To help you keep up to date with your portfolio.
 

Our State Business Development Managers are ready to help.

NSW + ACT

Mark Kennedy
New Business Manager
0404 889 191
mark.kennedy2@btfinancialgroup.com

QLD

Daniel Ward
New Business Manager 
0466 475 892
daniel.ward@btfinancialgroup.com

VIC + TAS

Tom Sutton
New Business Manager
0466 475 583
Tom.sutton@btfinancialgroup.com

SA + NT

Josh Parham
New Business Manager
0419 746 592
Josh.Parham@BTFinancialgroup.com

WA

Georgina Calder 
New Business Manager 
0415 345 544 
Georgina.Calder@BTFinancialGroup.com

Questions? Visit the Resource Centre or get in touch: