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Supporting accountants to grow and manage their business

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Grow and manage your business with BT PanoramaA cloud based solution integrating smart technology to save you time and help your clients start and track their investment and wealth goals. It’s one place for you to access reports and exchange data with accounting systems helping to make compliance simple.

Offering flexibility to complement your existing business, and tailoring to your client needs;

– One place for your clients to transact and manage a world of investments, offering you an up to date view

– A system that seamlessly produces up to date tax and investment reporting, helping you and your clients stay organised

– A place for you and your clients to collaborate and securely store and share information.

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Our SMSF Solution

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BT Panorama’s solution can help you build capacity in your business, and streamline administration, while providing clients with an intuitive investment experience and the framework they need to keep on track.

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Streamlined and easy management

SMSF establishment

Investment offer

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Our SMSF Solution



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BT Panorama

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Investment offer

Section 01.

Your clients can access over 2,400 investments and relevant market insights all in one place.

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Welcome

BT Panorama

Investment offer

Panorama Investments

Relevant market information

SMSF establishment



Getting started


Cash account The BT Cash Management Account is one place to manage all transactions.

Term deposits A range of term deposits at competitive rates.

Managed funds Over 470 professionally managed funds providing access to Australian shares, international shares, fixed interest, property and infrastructure.

Managed Portfolios More than 30 expertly managed portfolios that give transparency, portability and control. BT Managed Portfolios combine the benefits of professionally managed investments with direct ownership of the assets in the portfolio.

Listed securities Over 2,400 ASX listed securities including shares and ETFs.


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You and your clients can stay informed and up to date with integrated market information featuring the latest market news relevant to the portfolio.

With real time pricing, the latest company research and fund fact sheets can help your clients to make informed decisions.


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BT Panorama

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SMSF establishment



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SMSF establishment

Section 02.

Optional, simple online establishment for individual or corporate trustees.

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BT Panorama

Investment offer

SMSF establishment

SMSF establishment



Getting started


SMSF establishment (optional)

A fast, simple online establishment application to get your clients started sooner. We’ll load all the documents to establish your client’s SMSF into their online document library and manage all the paperwork for you, including registration with the ATO.

We’ll also set up their Panorama Investments account with an integrated cash account – so they have their funds ready and can start investing sooner.

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BT Panorama

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SMSF establishment

SMSF establishment



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Section 03.

BT Panorama is built with you and your clients in mind. It’s designed to streamline processes and make managing portfolios easy.

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BT Panorama

Investment offer

SMSF establishment


Portfolio views

Data feeds and external assets

Document library and reporting

Access and Service


Getting started


Accountant access It’s easy to set up accountant access, so you and your clients can access the same information at the same time. One place for you to collaborate.

View a client’s portfolio Access to a range of investment reports including portfolio valuation, asset allocation, performance tracking and portfolio movements.

Portfolio views

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BT Panorama

Investment offer

SMSF establishment


Portfolio views



Access and Service


Getting started



Data feeds Direct data feeds to BGL Simple Fund 360, Class and Supermate. Automatically providing data to your accounting software daily.

External assets You and your clients can get a whole of portfolio view with the ability to incorporate any external assets such as property, manually or automatically, from supported accounting software.

Portfolio valuation$915,856.68

External assets$100,166.00

Total assets$1,016,022.68

20 Jan 2017

Total assets including external assets $1,016,022.68 100.00%

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PortfolioCash $438,179.87 43.13%Australian property $239,286.68 23.55%Australian shares $159,569.06 15.71%International sha… $89,289.65 8.79%Australian fixed i… $65,238.32 6.42%International fixe… $14,563.15 1.43%Diversified $9,895.95 0.97%

Cash $438,179.87 43.13%

ADV0069AU · Advance Cash Multi-Blend Fund 1,697.7736 1,731.05 0.17

BT Cash 200,805.10 19.76

MP Cash 34,755.24 3.42

Westpac Term DepositMatures on 12 Jul 20176 months term interest payment at maturity

Westpac Term DepositMatures on 19 Jan 20203 years term interest payment monthly

185,000.00 18.21

Income accrued 888.48 0.09

Cash total $438,179.87 43.13%

Australian shares $159,569.06 15.71%

CSA0131AU · Aberdeen Australian Small Companies Fund 5,002.5012 14,857.93 1.46

AMH · AMCIL Limited 10,000 9,350.00 0.92

ADV0062AU · BT Australian Shares Index Fund 40,544.3969 40,301.13 3.97

TLS · Telstra Corporation Limited 9,000 46,260.00 4.55

WOW · Woolworths Limited 2,000 48,800.00 4.80

Australian shares total $159,569.06 15.71%

International shares $89,289.65 8.79%

ADV0053AU · Advance International Shares Multi-Blend Fund Wholesale 50,622.6587 49,022.98 4.82

MAQ0464AU · Arrowstreet Global Equity Fund 9,819.3244 9,769.25 0.96

BGL0044AU · BlackRock Indexed Hedged International Equity Fund 10,531.0671 4,812.07 0.47

ADV0056AU · BT International Shares Index Fund 27,016.0356 25,519.35 2.51

5,000 166.00 0.02

International shares total $89,289.65 8.79%

Australian property $239,286.68 23.55%

NFS0209AU · Antares Listed Property Fund 307.7983 9,748.10 0.96

ADV0060AU · BT Property Securities Index Fund 14,590.9109 6,898.58 0.68

CMW · Cromwell Property Group (Stapled Security) 40,000 38,400.00 3.78

GMG · Goodman Group (Stapled Security) 6,000 41,040.00 4.04

SCP · Shopping Centres Australasia Property Group Units Fully PaidStapled Securities

20,000 43,200.00 4.25

1 100,000.00 9.84

Australian property total $239,286.68 23.55%

Australian fixed interest $65,238.32 6.42%

CRS0004AU · Aberdeen Australian Fixed Income Fund 44,436.5446 50,000.00 4.92

ADV0064AU · BT Australian Fixed Interest Index Fund 14,852.1620 15,238.32 1.50

Australian fixed interest total $65,238.32 6.42%

International fixed interest $14,563.15 1.43%

ADV0058AU · BT International Fixed Interest Index Fund 17,851.3752 14,563.15 1.43

International fixed interest total $14,563.15 1.43%

Diversified $9,895.95 0.97%

ADV0085AU · Advance Growth Multi-Blend Fund Wholesale 10,102.0305 9,895.95 0.97

Diversified total $9,895.95 0.97%

Due to rounding, percentages may not add up to 100%. The information contained in this report is given in good faith and has been derived from sourcesbelieved to be accurate at the report request date. However, it is an overview only and should not be considered a comprehensive statement on any matter norrelied upon as such. No company in the Westpac Group nor any of their related entities, employees, or directors gives any warranty of reliability or accuracy oraccepts any responsibility arising in any other way including by reason of negligence for errors or omissions. In particular, no guarantee or warranty is given inrelation to the quality or accuracy of any information provided by third parties (including data feeds from accounting software providers and your financial adviser)and no responsibility or liability is accepted for any loss or damage you may suffer arising directly or indirectly as a result of your reliance on, or use of, thatinformation. This disclaimer is subject to any requirement of the law.

For assets held on Panorama (or external assets not held on Panorama, but available for investment on Panorama), the latest available exit price for unlistedmanaged funds and the latest intraday last sale price (up to 20 minutes delayed) for listed securities are used as the market value, for the report request date.Any information on external assets (including, for example, number of securities held or value of holding) provided by the accounting software providers or yourfinancial adviser may not be current at the nominated valuation date.

This report does not provide the gain or loss on disposal for tax purposes and should not be relied upon in making decisions about your tax position.

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2 · 33 Pitt Street Brookvale


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Contact us • Terms of Use • Privacy statement • Accessibility • © 2014 BT Financial Group

Mark Zorn237505548

Portfolio value $915,856.68

15,000.00 1.47

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Online document library Use the online document library to store, share and access important documents securely. Flag documents for audit purposes, date stamp with the financial year, or mark as private if required.

Flexible tax and investment reporting Easy online access to detailed and up to date online reporting – transactions, investments and tax information – making the year end process simple with a consolidated annual statement.

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BT Panorama

Investment offer

SMSF establishment


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Access and Service


Getting started


Access and service

Access anywhere, anytime The BT Panorama mobile app gives your clients the ability to monitor and trade on the go and provides them with the information they need wherever they are.

Expertise and service Access technical resources, webinars and training and use our online click-to-chat feature to speak with dedicated specialists to support you every step of the way.

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BT Panorama

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SMSF establishment


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Tailored to your business modelWhatever your business model, BT can help you in meeting the needs of your business and your clients, including the ability to tailor the experience to your client’s needs.

Section 04.

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BT Panorama

Investment offer

SMSF establishment



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Section 05.

Getting startedFor more information, please contact your Accounting Partnership Manager or the BT Panorama Support Team.

Email us on [email protected]

or call 1800 812 131.

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Introducing BT SMSF

Our SMSF Solutions

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Tailoring to your business model

Unlicensed or limited license accountants

Fully licensed accountants

1300 784 207

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BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments and administers Panorama Super. 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 ABN 20 000 241 127 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 554 267 or by visiting bt.com.au/smsf. 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 MasterTrust ABN 81 236 903 448. WLIS and WSAL are subsidiaries of Westpac. Westpac does not guarantee the insurance.

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supporting accountants to grow and ... - bt professional · adv0056au · bt international shares...

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