Bt Panorama Super Address

About the provider of the panorama smsf administration service bt portfolio services ltd abn 73 095 055 208 afsl 233715.

9 panorama drive newry maine. Awards are opinions only are not recommendations and are only one factor to be taken into account when deciding to acquire dispose or hold interests in a bt. Were here to help you support your clients. Bt panorama super helps you to efficiently manage a clients super portfolio from accumulation to pension phase.

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. 1 bt panorama won best technology offering at the conexus financial superannuation awards 2017 2018 and 2019. Bt panorama has been designed to be simple to use and to be flexible so you can manage your wealth your way.

Its a purpose built super solution featuring investment and portfolio management integrated insurance reporting and compliance management. Bt portfolio services ltd abn 73 095 055 208 afsl 233715 btps operates bt invest and operates panorama investments and administers bt super invest and panorama super. The awards recognise excellence in the superannuation industry and an independent committee selects the winners.

Compact and full menus the bt panorama architecture is flexible to support clients needs ranging from simple to complex by offering the choice of either a compact or full menu. Westpac financial services ltd abn 20 000 241 127 afsl 233716 wfsl is the responsible entity and issuer of interests in bt managed portfolios. Bt panorama also allows your clients to integrate their insurance by purchasing bt protection plans through an investment super or smsf account.

Finally you will need to create an investment strategy which explains how your fund will invest its money and an exit strategy.