BT Panorama fee calculator

For the exclusive use of financial advisers. This calculator is solely for use by advisers or their dealer groups and must not be shared with or made available to any retail clients. Note - we do not store any of your input data or investment amounts.

Use this calculator as a guide to estimate the administration fees for BT Panorama Investments or BT Panorama Super. The results generated by this calculator are designed to provide estimates only and accordingly, should not be treated as a substitute for financial advice. For more information, please contact 1300 783 143.

Find out more about BT Panorama.

Compact menu - Administration fees

Please note that the BT Panorama Compact menu is a limited investment menu and does not have listed securities available.

Listed securities are not available on the BT Panorama Compact menu.

Full menu - Administration fees

Expense recoveries p.a. - Super/Pension

Expense recoveries p.a. - Investments including SMSF

The fees in this section have been auto-filled on the basis of the BT Panorama Investments or BT Panorama Super rate card included in the current disclosure documents for BT Panorama Investments or BT Panorama Super (except that in relation to ORFR a maximum of $300 per account will apply in 2018). Fees are current as of 23 July, 2018.
Please note that the administration fee on BT Panorama Investments or BT Panorama Super does not include amounts that are payable or incurred for the management of the cash account, if applicable. You should consider this when using the calculator and viewing your report.









Need help? Call 1300 783 143

This calculator and the report produced by the calculator have been prepared by BT Portfolio Services Limited (ABN 73 095 055 208 AFSL 233715) ('BTPS') solely for use by financial advisers or their dealer groups and must not be shared with, made available to or relied upon by any retail clients. The calculator and the report provide estimates only, and are provided for general information and guidance purposes only. Accordingly, they should not be considered as providing a comprehensive statement on any matter or relied upon as such. It is not intended to be relied on for the purposes of making any financial recommendations or an investment decision, and should not be treated as a substitute for financial advice.

The information provided through this calculator and report:

  • is based on the administration fees set out above under the "Start" section except that, in relation to BT Panorama Super, expenses incurred in relation to the Operational Risk Financial Requirement (ORFR) have been capped at $300 per account (which is the cap that will apply in 2018);
  • is based on the information you entered into the "Client" sections;
  • does not take into account or provide for any other fees and costs that may apply to some or all of the available investments (such as advice fees, transaction fees, transaction costs, external broker fees, cash account fees, other indirect costs, investment management fees and any applicable buy/sell spread charges); and
  • assumes the account balance is invested for the whole year in the asset classes you entered into the calculator.

Accordingly, the total costs payable by a client in respect of the products will be greater than those specified in the results.

The information generated by the calculator must not be copied, used, reproduced or otherwise distributed or circulated to any person without the prior written consent of BTPS. It does not contain, and should not to be taken to contain, any financial product advice. It is not intended to be used as the primary source of the user's information.

BTPS does not give any representation or warranty as to the accuracy, reliability or completeness of information which is contained in, or results provided by, this calculator. Except to the extent any liability cannot be excluded under law, none of BTPS or any of its related bodies corporate, or any of their directors, employees, contractors or agents, accept any liability for any error or omission in this calculator or for any loss or damage suffered or incurred, directly or indirectly, by the user or any other person as a result of or in connection with the calculator.

Need help? Call 1300 783 143

This calculator and the report produced by the calculator have been prepared by BTPS solely for use by financial advisers or their dealer groups and must not be shared with, made available to or relied upon by any retail clients. The calculator and the report provide estimates only, and are provided for general information and guidance purposes only. Accordingly, they should not be considered as providing a comprehensive statement on any matter or relied upon as such. It is not intended to be relied on for the purposes of making any financial recommendations or an investment decision, and should not be treated as a substitute for financial advice.

The information provided through this calculator and report:

  • in relation to BT Panorama Investments and BT Panorama Super, is based on the administration fees set out on the previous page under the "Start" section except that, in relation to BT Panorama Super, expenses incurred in relation to the Operational Risk Financial Requirement (ORFR) have been capped at $300 per account (which is the cap that will apply in 2018);
  • is based on the information you entered into the "Client" sections on the previous page;
  • does not take into account or provide for any other fees and costs that may apply to some or all of the available investments (such as advice fees, transaction fees, transaction costs, external broker fees, cash account fees, other indirect costs, investment management fees and any applicable buy/sell spread charges); and
  • assumes the account balance is invested for the whole year in the asset classes you entered into the calculator.

Accordingly, the total costs payable by a client in respect of the products will be greater than those specified in the results.

The information generated by the calculator must not be copied, used, reproduced or otherwise distributed or circulated to any person without the prior written consent of BTPS. It does not contain, and should not to be taken to contain, any financial product advice. It is not intended to be used as the primary source of the user's information.

BTPS does not give any representation or warranty as to the accuracy, reliability or completeness of information which is contained in, or results provided by, this calculator. Except to the extent any liability cannot be excluded under law, none of BTPS or any of its related bodies corporate, or any of their directors, employees, contractors or agents, accept any liability for any error or omission in this calculator or for any loss or damage suffered or incurred, directly or indirectly, by the user or any other person as a result of or in connection with the calculator.