A range of investments

Access a transactional account and a range of investments.

Term Deposits

Managed Funds

Managed Portfolios

Listed Securities

Integrated insurance

Integrated insurance allows your clients to purchase our award-winning1 BT Protection Plans through a Super account – with a range of premium discounts available.2

Advisers and clients can see a consolidated view of BT Protection Plans policies funded via a Panorama account on a single overview page, or drill down for detailed insurance policy and benefit information. Application tracking allows advisers to track the status of any application on platform, and associated underwriting notes without switching between different systems.

A consolidated view

Easy and efficient

A single view of all key information at a glance, with dashboards that are flexible and easy to read, an account overview snapshot tailored by account type, and real-time reporting.

Simple setup

Easy and streamlined

Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined. Simply setup clients with a new account online, and maintain their account number and tax components when transitioning in full from accumulation to pension.

Rich online functionality

All in one place

Manage everything online from the initial application and rollover initiation to personal tax deduction notices, beneficiary nominations and pension commencement. Set up clients with access to make payments or contributions from linked accounts, or schedule a contribution or pension payment on any date at the frequency preferred by the client.

Efficient portfolio management

Choice and flexibility

Leverage the investment and portfolio management benefits of Panorama Investments and provide your clients with access to a broad range of investment options.

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:

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.

2 As at 27 February 2017, a 10% platform discount is available for premiums paid directly from superannuation and investment accounts, and a 5% multi-policy discount and large sum insured discount is available for eligible applicants. Please refer to the BT Protection Plans Product Disclosure Statement for eligibility requirements.