A new efficient way to establish, transact and manage a client s SMSF.

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1 The SMSF revolution Be part of it Get started A new efficient way to establish, transact and manage a client s SMSF. The BT Panorama SMSF Solution brings together the investment options you need and a range of complementary features designed to help you manage and grow your SMSF business efficiently. One place for advisers, accountants and clients to collaborate, seamlessly. An integrated investment and SMSF solution, powered by smart technology and intuitive design. Adaptable to support your chosen business model and the way you already work.

2 A world of investment options BT Panorama Investments One simple starting point Fund establishment Always accessible Document library Smarter collaboration Accountant access Expand your view External assets Easy Compliance management Complete support Fund administration

3 A world of investment options Access the BT Panorama Investments offer today for your SMSF clients with a whole range of investment options - BT Cash, term deposits, BT Managed Portfolios, managed funds and listed securities.

4 One simple starting point Fund establishment Simply complete one online application, and we provide documents to enable your client to establish an SMSF and set up the Panorama investment platform account. We upload all the establishment documentation for your client in the online document library and manage it for you, including the registration with the ATO. Right now you can already establish SMSFs with individual trustees, with corporate trustees soon to come.

5 Always accessible Store and share all your important SMSF documents, all in one place. An online document library accessible by trustees, accountants and advisers. You can flag documents for audit purposes, date stamp with the financial year, or mark as private if required.

6 Smarter collaboration Accountant access Clients can grant their accountant access to BT Panorama giving them visibility across a client s data in the context of their whole wealth. One place for you all to collaborate.

7 Expand your view External assets Load external asset information manually or set up automatic feeds from supported accounting software to get a whole of fund view. Expand the details

8 Easy Compliance management Using the Panorama BT Cash Hub, you can categorise your clients deposit transactions, to ensure no deposits go uncategorised throughout the year. Plus, with access to individual member contribution reporting, you can keep track of your client s SMSF throughout the year.

9 Complete support Fund administration (Coming soon) BT Panorama will soon launch an SMSF fund administration service, designed to help you and your SMSF clients with the end-to-end administration of their funds.

10 Terms and conditions BT Portfolio Services Ltd ABN AFSL (BTPS) operates, BT Funds Management Limited ABN AFSL (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN AFSL is the responsible entity and issuer of interests in BT Managed Portfolios (the Panorama products). An Investor Guide is available for BT Panorama Investments and a PDS is available for BT Cash and BT Managed Portfolios. These disclosure documents can be obtained from BTPS by visiting or calling A person should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the 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 Banking Corporation ABN (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through Panorama, an investment in or acquired through Panorama is not an investment in a bank or a bank deposit. Westpac and its related entities do not guarantee an investment in or acquired through Panorama Investments.