BGL

Save on Simple Fund 360 annual subscription fees for the first year2

BT knows that as an Accountant, the work you do is critical to the success of your clients’ SMSFs. That’s why we have partnered with BGL to bring you a special offer that gives you and your clients access to the benefits of award-winning1 SMSF cloud technology, BT Panorama and Simple Fund 360.

Introduce Simple Fund 360 and when your client takes up a BT Panorama cash account, we’ll pay the subscription fees in respect of that client of up to $187 per fund2 for the first year.

Annual software subscription

Simple Fund 360 software 

Share data pack3

Bank data3

First year full fee inc. GST reimbursed2

$99 per fund

$44 per fund

$44 per fund

Includes

Unlimited users
Unlimited support
3 months free access to the BGL learning channel

Unlimited contract notes
Quarterly registry data requests

Unlimited bank accounts
Unlimited transactions

BT’s Panorama solution can help you can streamline administration and build capacity in your business while offering your clients more value.

Benefits of BT Panorama

Enhanced productivity & compliance

  • Reduce manual data entry and improve data accuracy with BT Panorama’s daily data feed of your clients’ investments, cash and income information including managed portfolios to Simple Fund 360
  • Access your clients’ whole of wealth view with BT Panorama’s data feed from Simple Fund 360, providing daily balances of all external assets such as property, unlisted shares and collectables
  • Use the online document library to securely store and share documents with your clients or their advisers
Enhanced productivity & compliance

Comprehensive tax & investment reporting

  • Save time by easily accessing and generating up-to-date tax and investment reports as well as your clients’ tax statements online
  • Generate a wide range of reports including portfolio valuation, portfolio movement, capital gains tax and income reports
  • Categorise your clients’ transactions, to ensure no deposits or payments go uncategorised throughout the year
  • Access member contribution and pension summary reporting
Comprehensive tax & investment reporting

Added value, all in one place

  • Offer clients access to BT Panorama, an investment framework with over 2,400 investments and tailored market insights, including free access to a cash account and term deposits
  • Easily set-up an SMSF establishment service for individual and corporate trustee structures 
  • You and your clients can log into BT Panorama’s market leading technology anytime, anywhere from any device 
  • Collaborate easier with your clients and their advisers all in one place
Added value, all in one place

Simply complete the form and an Accountant Partnership Manager will get in touch with you.

Visit the Resource Centre for training videos that help explain BT Panorama in more detail.


1 BT Panorama was awarded the Best Technology Offering at the Conexus Financial Superannuation Awards in March 2017. BGL Simple Fund 360 was awarded the Compliance Innovator of the Year at the Fintech Business Awards in February 2017. 
2 Offer valid for all eligible accounting firms and eligible SMSFs until 1 August 2018. Eligibility criteria apply to both the offer and the reimbursement of fees: Depending on the nature of your service to your SMSF clients, you may require an Australian Financial Services Licence to participate in this offer. The offer is only available in relation to your SMSF clients who do not already have a Cash Management Account with BT Panorama or investments held through BT Panorama. Subscription rates effective as at 1 October 2017. The offer is conditional on the BT Panorama account being funded and the entirety of the fees that are reimbursed to you (or an equivalent) being passed onto your SMSF clients. 
3 Not required when applicable assets are held within BT Panorama.

Things you should know: 
The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and BGLCorporate Solutions Pty Ltd (BGL) and is current as at 25 October 2017. The information provided is factual information and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you. BGL Corporate Solutions Pty Ltd is Australia's leading supplier of superannuation and corporate compliance software solutions Simple Fund and Simple Fund 360 that is used to administer over self-managed superannuation funds. 

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Westpac Financial Services Ltd ABN20000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products. 

A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.panorama.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. 

In addition, BTPS is the provider of the Panorama SMSF Establishment Service. The Guide and Terms and Conditions for this service are available by contacting BTPS. BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama products. 

BT Protection Plans are issued by Westpac Life Insurance Services Limited ABN 31 003 149 157 (WLIS), except for Term Life as Superannuation and Income Protection as Superannuation which are issued by Westpac Securities Administration Limited ABN 77 000 049 472 (WSAL) as trustee of the Westpac MasterTrustABN 81 236 903 448. WLIS and WSAL are subsidiaries of Westpac. Westpac does not guarantee the insurance.