The award winning-investment platform, BT Panorama, gives advisers and accountants the power to together set up clients self-managed superannuation funds (SMSFs) online, invest in super and administer the funds for compliance purposes, all in one place.
BT Financial Group, Head of SMSF, Craig Lawrenson said, “until now there hasn’t been a single place to manage all aspect of client’s SMSF”. He also said, it’s the first platform that gives shared access to information when both an adviser and accountant work together to support a client.
Lawrenson said, it gives SMSF professionals more time to focus on strategy and investments that are important to their clients, making it the new way to manage SMSF clients more efficiently.
It’s powered by BT Panorama Investment and kicked off in November 2015, as the fund’s transactional, reporting and investment hub.
It offers a wide range of SMSF-ready investments including, term deposits, listed securities, managed funds and BT Managed Portfolios. It also gives advisers the power to add external assets for a whole of fund view and boasts detailed SMSF reporting.
