Bt Panorama Super Compact Investment Menu, Bt Bt Panorama Super Compact Menu Review Compare Superannuation Ratecity

Bt panorama also allows your clients to integrate their insurance by purchasing bt protection plans through an investment super or smsf account.

Panorama farms cross country. Bt platforms provide one place to manage your clients investments smsfs super and insurance supporting you and your clients to manage their wealth. For advisers for accountants. With over 400 investment options available through bt panorama super you can choose the investments that suit you from accumulation to pension phase.

The following management costs apply to your clients account. Smsf the easy way bt panorama provides a comprehensive overview of your smsf including external assets as well as reporting on member contributions and pension payments. Bt compact wrap comes with many of the same features youve come to know and love on wrap but is more compact simple and cost effective for lower balance clients.

Bt panorama now allows your clients to purchase our award winning 1 bt protection plans through an investment smsf or super account. 5 the compact menu does not offer listed securities australian shares and etfs. Bt funds management limited abn 63 002 916 458 level 18 275 kent street sydney nsw 2000 ph.

4 challenger annuities are only available via bt panorama. We may make other investments available from time to time for the compact menu. Just like wrap only compact.

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. 3 insurance through panorama super may not be available to every member. The full menu provides access to an extensive range of managed funds that includes those available on the compact menu.

Bt and a range of fund managers have worked together to give compact wrap clients access to the full range of over 45 wholesale plus funds which offer a reduced investment cost. 1 the only claims team awarded a c map a mark of excellence from 20112017. Investment options booklet compact menu dated 25 march 2019 panorama super the issuer of panorama super is.

015 pa of your clients total balance below 1 million selected investment menu. Full menu 540 pa or compact menu 180 pa learn more expense recovery up to 80 pa.