BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of BT Super Invest, which is part of Retirement Wrap ABN 39 827 542 991. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Panorama Investments or BT CMA Saver does not constitute financial product advice or a recommendation about Panorama Investments or BT CMA Saver.
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BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments and administers Panorama Super. Apple, the Apple logo, iPhone are trademarks of Apple Inc. Consider its appropriateness to these factors before acting on it. When you open an account in Panorama Investments, you direct us to open a BT Cash Management Account (BT CMA) on your behalf (your … With the ability to move money, make payments (excluding super) and share information.24/7 access to your portfolio information, with in depth performance and asset allocation reporting and comprehensive cash transaction reporting.Get consolidated annual tax reports, gains and losses information online at any time, store reports in your document library or share them with your accountant.Access your current portfolio balance and investments performance – all on one screen.with transaction history for your cash account and our market information feeds.Panorama Super/ Pension (part of the Retirement Wrap) The details of any relevant distributor of Panorama Super are set out in the Product Disclosure Statement (PDS) for Panorama Super. All costs are inclusive of GST unless otherwise stated. The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The PDS is available from your adviser or by logging into panorama at panorama.com.au. Read the disclosure documents for your selected product or service, including the Diversify your portfolio with access to Australian shares, Exchange Traded Funds (ETFs), term deposits, managed portfolios and managed funds.Grow your portfolio through the BT Panorama mobile app and online platform where you can manage your super and investments from your mobile, tablet or desktop.Do as much or as little as you like with your super and investments, with the ability to decide how involved you’d like to be. Pay for your account # The following administration fees apply to your account: $540 p.a. We use cookies to secure and tailor your web use. Apart from any interest investors may have in Westpac term deposits, Westpac securities, BT CMA and BT CMA Saver acquired through the Panorama operating system, an investment acquired using the Panorama operating system is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. BT SuperWrap – Product Disclosure Statement – Updated Nov 2018 . BT SuperWrap Additional Information Booklet 30 Sept 2017. Before deciding whether to acquire or to continue to hold an investment in BT Managed Portfolios, investors should obtain and consider the Product Disclo-sure Statement (PDS). BT Protection Plans Product Disclosure Statement and Policy Document . WLIS and BTFM are subsidiaries of Westpac. Information about the Financial Claims Scheme can be obtained from www.fcs.gov.au BT CMA and term deposits are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. 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 acquired through the Panorama operating system.Conditions, fees and charges apply for BT CMA and term deposits issued by Westpac. + 0.15%* p.a. Ideas and tips to help you to prepare for your best financial future. Registered in the US and other countries. BT Protection Plans Product Disclosure Statement and Policy Document If you choose insurance cover through Panorama Investments, important information about the insurance cover available is set out in the BT Protection Plans Product Disclosure Statement and Policy Document (BT Protection Plans PDS). It does not constitute tax advice and is based on current tax laws and our interpretation.
Dùš]éøabXÀ94u)Éá2Qsá2KÍÙYöÔ? Super is contained in the Investment Options Booklet. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL … ™Í`hÕì‡K5�“Åѽ9™©4ËÕT—ëq¢±Â½Ğš •�šj¸útuİşüÓš¸ıÖ5¹6ÃI*Zº+]rÑ¥–QI We use cookies to secure and tailor your web use. Therefore, before acting on the information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. BT Panorama Super Additional Information Booklet – 23 May 2020. Speak your financial adviser for more information. St.George is a division of Westpac. The management fee is calculated on the Fund’s net asset value, reflected in the daily unit price and payable monthly in arrears from the Fund. This information does not take your personal objectives, circumstances or needs into account. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Westpac does not guarantee the insurance.Conditions, fees and charges apply. A Product Disclosure Statement (PDS) or other disclosure documents for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. BT Super Invest Investment Fees and Costs Booklet. CFS FirstChoice Wholesale Investment PDS (includes application forms) - 18 November 2019.
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