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1 BT Panorama was awarded the Best Technology Offering at the Conexus Financial Superannuation Awards in March 2017. BGL Simple Fund 360 was awarded the Compliance Innovator of the Year at the Fintech Business Awards in February 2017.
2 Offer valid for all eligible accounting firms and eligible funds until 1 August 2018. Eligibility criteria apply to both the offer and the reimbursement of fees: Depending on the nature of your service to your SMSF clients, you may require an Australian Financial Services Licence to participate in this offer. The offer is only available in relation to your SMSF clients who do not already have a cash account with BT Panorama or investments held through BT Panorama. Subscription rates effective as at 1 October 2017. Subject to meeting the eligibility criteria for the offer and the reimbursement of fees, BT will reimburse BGL’s fees, meaning savings of up to $187 per SMSF.
3 Not required when applicable assets are held within BT Panorama.
Things you should know:
The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 10 October 2017. The information provided is general in nature and does not take into account a person’s personal objectives, financial situation, needs or circumstances and therefore, before acting on it, a person should consider its appropriateness, having regard to their personal objectives, financial situation, needs or circumstances. BTPS operates BT Panorama Investments (an investor directed portfolio service) BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios. An Investor Guide is available for BT Panorama Investments and a PDS is available for BT Cash and BT Managed Portfolios (the Panorama products). These disclosure documents can be obtained from BTPS by visiting www.bt.com.au/smsf or calling 1300 554 267. 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 Panorama SMSF Establishment Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/smsf or by calling 1300 554 267. BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities
acquired through 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. Awards won at the Conexus Financial Superannuation Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in the Panorama product. Awards are current at the time of publication but are subject to change. This communication has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client. © 2017 BT Financial Group