You choose

BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients. Offering efficiency, simplicity, choice and flexibility.

BT Cash Management Account

Your cash account

The BT Cash Management Account which is at the core of Panorama’s investment solution, provides a fully integrated cash capability that allows your clients to make payments and receive income deposits.

Term deposits

Going for growth

Term Deposits have never been easier to manage. BT Panorama gives you a holistic view of what’s invested and full visibility of maturity dates, all 100% online. Clients can invest in a Term Deposit without the need for additional paperwork and no additional signatures. Choose from a range of interest rate options paid monthly, yearly or at maturity.

Managed Accounts

Professional. Transparent. Choice.

BT Panorama offers a range of managed account solutions designed to help efficiently establish and maintain client portfolios.  Whether you want to offer your clients a managed portfolio from a professional investment manager or wish to construct your own portfolios - we can offer the solutions and support you need, delivered through smart, intuitive and scalable technology.

Managed Funds

Effortless investing

Managed funds are an easy and convenient way to invest. You can access over 470 funds from more than 100 leading fund managers on BT Panorama. Plus there are no transaction fees.* Choose from a range of investment styles and asset classes through diversified, sector and specialist funds with ease.

* A buy/sell spread is charged by the product issuer

Listed Securities

Easier. Smarter. Efficient.

Trade a wide range of ASX listed securities, including exchange traded funds, with real-time pricing information.

Receive news on listed securities and other market updates through the Market Information dashboard.

Manage corporate actions online in one dedicated place on Panorama.

Award-winning Life Insurance1

Integrated with BT Panorama Investments

BT Panorama now allows your clients to purchase our award winning1 BT Protection Plans through an Investment, SMSF or Super account.

1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award - Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.

Important information

When investing in the above investment options there will always be risks associated with your investments. So it’s important to consider these factors before investing.

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: