BT Panorama fee calculator

This calculator is solely for use by advisers or their dealer groups and must not be 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 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 for ORFR a maximum of $300 per account applied in 2021). Fees are current as of 1 July 2022.
Please note that the administration fee on BT Panorama Investments or BT Panorama Super does not include amounts that are payable for the management of the transaction account, if applicable. You should consider this when using the calculator and viewing your report.

Enter the client information in the sections below

Need help? Call 1300 783 143

This calculator and its report 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 made available to any retail clients. The calculator and its report provide estimates only, for general information and guidance purposes. They should not be considered as a comprehensive statement on any matter or be 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 applied in 2021);
  • is based on the information you entered into the "Client" sections;
  • does not take into account 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, transaction 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.

This mean that 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 or distributed to any other person without the prior written consent of BTPS. It does not 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 as to the accuracy, reliability or completeness of information contained in this calculator or its results. To the extent permitted by law, none of BTPS, its related bodies corporate, directors, employees, contractors or agents, accept any liability for any error or omission in this calculator or for any loss or damage incurred, directly or indirectly, by the user or any other person as a result of the use of this calculator.