Supporting accountants to grow and manage their business. Powered by

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1 Supporting accountants to grow and manage their business Get started

2 Home Welcome Our SMSF Solution s solution One place to can collaborate help you build capacity in your business, and streamline administration, while providing clients with an intuitive investment experience and the framework they need to keep on track. Grow and manage your business with A cloud based solution integrating smart technology to save you time and help your clients start and track their investment and wealth goals. It s one place for you to access reports and exchange data with accounting systems helping to make compliance simple. Offering flexibility to complement your existing business, and tailoring to your client needs; One place for your clients to transact and manage a world of investments, offering you an up to date view A system that seamlessly produces up to date tax and investment reporting, helping you and your clients stay organised A place for you and your clients to collaborate and securely store and share information.

3 Home Our SMSF Solution One place to collaborate

4 Panorama Investments Relevant market information Section 01. Your clients can access over 2,400 investments and relevant market insights all in one place.

5 Panorama Investments Panorama Investments Relevant market information Cash account The BT Cash Management Account is one place to manage all transactions. Term deposits A range of term deposits at competitive rates. Managed funds Over 470 professionally managed funds providing access to Australian shares, international shares, fixed interest, property and infrastructure. Managed Portfolios More than 30 expertly managed portfolios that give transparency, portability and control. BT Managed Portfolios combine the benefits of professionally managed investments with direct ownership of the assets in the portfolio. Listed securities Over 2,400 ASX listed securities including shares and ETFs.

6 Relevant market information Panorama Investments Relevant market information You and your clients can stay informed and up to date with integrated market information featuring the latest market news relevant to the portfolio. With real time pricing, the latest company research and fund fact sheets can help your clients to make informed decisions.

7 Section 02. SMSF establishment Optional, simple online establishment for individual or corporate trustees.

8 (optional) A fast, simple online establishment application to get your clients started sooner. We ll load all the documents to establish your client s SMSF into their online document library and manage all the paperwork for you, including registration with the ATO. We ll also set up their Panorama Investments account with an integrated cash account so they have their funds ready and can start investing sooner.

9 Portfolio views Data feeds and external assets Document library and reporting Access and Service Section 03. is built with you and your clients in mind. It s designed to streamline processes and make managing portfolios easy.

10 Portfolio views Portfolio views Data feeds and external assets Document library and reporting Access and Service Accountant access It s easy to set up accountant access, so you and your clients can access the same information at the same time. One place for you to collaborate. View a client s portfolio Access to a range of investment reports including portfolio valuation, asset allocation, performance tracking and portfolio movements.

11 Data feeds and external assets Portfolio views Data feeds and external assets Document library and reporting Access and Service Data feeds Direct data feeds to BGL Simple Fund 360, Class and Supermate. Automatically providing data to your accounting software daily. External assets You and your clients can get a whole of portfolio view with the ability to incorporate any external assets such as property, manually or automatically, from supported accounting software. Portfolio views Valuation Asset allocation Performance Movements External assets Portfolio valuation $915, Jan 2017 Collapse all View by asset class External assets $100, Show: Show industry sectors External assets Total assets $1,016, Portfolio Cash $438, % Australian property $239, % Australian shares $159, % International sha $89, % Australian fixed i $65, % International fixe $14, % Diversified $9, % Cash $438, % Quantity Market value $ Total portfolio % ADV0069AU Advance Cash Multi-Blend Fund 1, , BT Cash 200, MP Cash 34,

12 Document library and reporting Portfolio views Data feeds and external assets Document library and reporting Access and Service Online document library Use the online document library to store, share and access important documents securely. Flag documents for audit purposes, date stamp with the financial year, or mark as private if required. Flexible tax and investment reporting Easy online access to detailed and up to date online reporting transactions, investments and tax information making the year end process simple with a consolidated annual statement.

13 Access and service Portfolio views Data feeds and external assets Document library and reporting Access and service Access anywhere, anytime The mobile app gives your clients the ability to monitor and trade on the go and provides them with the information they need wherever they are. Expertise and service Access technical resources, webinars and training and use our online click-to-chat feature to speak with dedicated specialists to support you every step of the way.

14 Section 04. Whatever your, BT can help you in meeting the needs of your business and your clients, including the ability to tailor the experience to your client s needs.

15 Section 05. For more information, please contact your Accounting Partnership Manager or the Support Team. us on or call

16 Home Welcome Introducing BT SMSF Our Investment SMSF Solutions offer SMSF Establishment establishment Panorama Streamlined Investments and SMSF Administration One business place model to collaborate Tailoring to your business model Unlicensed or limited license accountants Fully licensed accountants BT Portfolio Services Ltd ABN AFSL (BTPS) operates Panorama Investments and administers Panorama Super. BT Funds Management Limited ABN AFSL (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN Westpac Financial Services Ltd ABN AFSL (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN AFSL and Australian credit licence (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on or by visiting bt.com.au/smsf. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama 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. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products is not an investment in, deposit with 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 any investments in, or acquired through, the Panorama products. BT Protection Plans are issued by Westpac Life Insurance Services Limited ABN (WLIS), except for Term Life as Superannuation and Income Protection as Superannuation which are issued by Westpac Securities Administration Limited ABN (WSAL) as trustee of the Westpac MasterTrust ABN WLIS and WSAL are subsidiaries of Westpac. Westpac does not guarantee the insurance.