Buy and sell investments online, without the paperwork
Track your SMSF portfolio and performance with a simple online dashboard
Get market updates related to your listed securities, the latest company information and fund fact sheets
Save time at EOFY with an online document library, contributions and pensions tracking and optional accountant access
If you're ready to get started you can apply online in about 10 minutes. Call 1300 554 267 with any questions or request a callback
BT Panorama
BT SMSF is built on BT Panorama, the award-winning online platform* that helps you manage your SMSF investments, all in one place, from your mobile, desktop or tablet.
What's included
Bank account
An integrated BT Cash Management Account (BT CMA)
Term deposits
A range of Westpac term deposits
Managed funds
A range of professionally managed funds
Select list of managed funds
What's included
Bank account
An integrated BT Cash Management Account (BT CMA)
Term deposits
A range of Westpac term deposits
Managed funds
A range of professionally managed funds
Access to 550+ managed funds
See full list of funds (PDF)
Australian listed securities
Access to over 3,000 ASX listed securities, including:
Your Panorama Investments account includes an integrated bank account – the BT Cash Management Account (BT CMA). It’s the engine of your SMSF – helping you manage your transactions and keep track of your SMSF.
Transactions made easy
It’s easy to transact on your PC, tablet or smartphone. Receive income, schedule payments and pay bills by BPAY® or electronic funds transfer.
Track contributions and pensions
It’s simple to categorise your SMSF cash transactions and keep track
Save time at end of financial year
If you want, you can give your accountant access to view your SMSF’s transactions. It helps make tax time easier.
Full menu
Compact menu
Receive contributions and income
Super contributions
Rollovers from other super accounts
Interest on term deposits
Interest earned on cash
Dividends from shares
Distributions earned on managed funds
Rental income
Make payments
Asset purchases
Pensions
Member benefits payments
Taxes
Fees and expenses
Lock in certainty with a choice of Westpac term deposits which offer a variety of terms and interest payment frequencies.
Flexibility
With a minimum investment of $5,000, you can choose from a range of terms from 1 month to 5 years.
Certainty
A fixed interest rate that can give you a known rate of return.
Ease
Apply for, manage and reinvest term deposits online, with simple options on maturity.
Full menu
Compact menu
Build your own portfolio with access to thousands of Australian Securities Exchange (ASX) listed securities. Trade a wide range of shares, hybrids, exchange traded funds (ETFs), property trusts and investment trusts.
Easy corporate actions
Manage corporate actions online so you can participate in investor schemes, such as a rights issue or buyback related to your SMSF’s shareholdings.
Personalised market news
Be in the know with access to market updates and stock research, customised to your SMSF’s portfolio.
Full menu ONLY
Diversify your portfolio with access to a range of managed funds across different sectors and markets.
Diversification
Choose from a range of diversified (eg growth, balanced) and sector options (eg international shares, fixed interest, property).
Professionally managed
The peace of mind of professional management with access to most of Australia’s leading fund managers – all in one place.
International exposure
An easy way to get some exposure to international markets at a global, regional or country level.
Full menu
includes 550+ managed funds
View list of managed funds
Compact menu
includes a select list of managed funds
View list of selected managed funds
Managed portfolios give you the peace of mind of professional management with some of the benefits of direct ownership.
Professionally managed
If you’re looking to invest in new markets or sectors, a professionally managed portfolio can get you started with confidence.
Know where you’re invested
See exactly which shares, ETFs and managed funds you are invested in and how much is invested in each.
Exclusive to BT
Exclusive access to a range of professionally managed portfolios, only available through BT Panorama.
Full menu
Full range of portfolios available
Compact menu
Select range of portfolios
#Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of Panorama Investments. 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, the Panorama products).
This information does not take account of your individual objectives, financial situation and needs. 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.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the Panorama products.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA through the Panorama products, the Panorama products are not a deposit with, investment in, 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 the Panorama products.
For the Target Market Determination for these products please refer to www.bt.com.au/tmd.