| Benefits |
Benefits:
- Simplicity:
– Online account opening ensures your account is up and running quickly.
– When you open an account, a transaction account is automatically established for you. The transaction account
allows you to manage your account easily and efficiently.
– Automated drawdown and automatic reinvesting strategies help manage your cash balance.
– You have the ability to share your documents with your adviser through your secure online document library.
- Manage:
– Manage your investments and account in one convenient location online at bt.com.au/panorama.
– In Super, the following can be set up:
– a regular contribution plan, making it easy to control the cash flows into your account and
– automated regular investments into your existing managed funds, managed portfolios and tailored portfolio
assets.
– If you have a Pension or Transition to Retirement Pension you have the flexibility to choose your income payment
amount (within statutory limits) and the frequency of payments.
- Vision:
– Your account is designed to be accessed online at bt.com.au/panorama, through your mobile, tablet or desktop computer. You can also download the BT Panorama mobile application to view your account. Please note that not all features available at bt.com.au/panorama are available on the mobile application.
– Get a consolidated view and reporting on your account, such as your transaction history or a breakdown of your investment portfolio by asset class, 24 hours a day, 7 days a week.
- Support:
– A range of reports are available online giving you up-to-date information (such as performance returns) so that
you can stay informed.
– You can also access current information such as topical news items, listed security pricing, company information
and upcoming dividend information.
– Our Planning for Retirement hub at bt.com.au/retirement offers calculators, resources and support to help you
prepare for the lifestyle you want in retirement.
- Access
–Panorama Super gives you a single point of access to a range of investments
– You have the choice between a Compact menu or Full menu, which have different investment options and
different administration fees and costs. You can obtain a list of the investments available to you and copies of
the relevant disclosure documents from your adviser or by contacting us.
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