Panoramaâs customers increased significantly in the period, as Westpac started moving its BT Wrap clients on to the platform. This annual report dated December 2020 is issued by BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090, AFSL No. But what opportunities could they present to clients if enacted? The Charter Hall Direct PFA Fund (PFA), featuring high quality office buildings across Australia, is now more widely available to investors as a result of being added to both the BT Wrap platform and innovative platform, BT Panorama . Aoris Investment Management are a specialist international equity manager with a focus on a single concentrated long-only Fund. Arnold said: âThe BT platform is a market leading investment and super provider 233724) (âTrusteeâ), the issuer and trustee of SuperWrap, which is part of the super fund known as Retirement Wrap (ABN 39 827 542 991, RSE R1001327). We are pleased to advise that the IML Concentrated Australian Share Fund (APIR IML0010AU) is now available on both BT Wrap & Panorama. BT Super Invest is part of Panorama Super. 17 February 2021 Australia, Business Leave a comment 16 Views. Panorama, which launched in 2014, hit $30 billion in funds under administration (FUA) in August. It occurred on 5th March 2020. BT Panorama - Super Full Menu: Master Trust-Personal: Gold: BT Super: Master Trust-Personal: Gold: #Infinity Recognised# BT Super - MySuper: Master Trust-MySuper: MySuper Gold : #Infinity Recognised# BT Super for Life - MySuper: Master Trust-MySuper: MySuper Gold: #Infinity Recognised# BT Super for Life - Retirement Account: Master Trust-Allocated Pension: Gold: #Infinity Recognised# BT ⦠New BT Panorama customers will now be charged a flat 0.15 per cent across assets, capped at $1 million, plus a flat annual account fee of $540. - BT's SMSF Panorama platform, ⦠Westpac confirms BT Wrap migration as priority. The move is clearly a reaction to market forces. Additional investment; Withdrawal request; Certifying your documents; Other Forms . Craig played an integral role in BT Financial Groups transformation program, leading components of the design and development of the Panorama platform. View ⦠BT Panorama to simple Fund 360 - A data feed from BT Panorama to Simple Fund 360 provides you with a daily data feed of assets held within an SMSFâs BT Panorama account including cash and investment information, market values, transactions and income components. This follows the Fundâs addition to the Netwealth and PowerWrap platforms and receipt of a âRecommendedâ rating from Zenith Investment Partners last year. It can be granted on either an Adviser or Account level and a Historical data refresh is provided by default. But this will increase when the popular BT Wrap ⦠The fund ⦠Aorisâ CIO, Stephen Arnold has over 25 yearsâ experience investing Internationally. - BT decides to move everyone's super from one legal entity and platform to another. Fixed income specialist Ardea Investment Managementâs Real Outcome Fund has been added to the BT Panorama, BT Wrap and BT SuperWrap platforms. Specialist global equity fund Aoris International has been added to BTâs Wrap and Panorama platform. Headed up by IML's Senior Portfolio Manager and Head of Research, Hugh Giddy the Fund aims to provide exposure to an actively managed, concentrated portfolio of quality shares listed on the ASX. Right before the COVID crash, leaving members without the ability to login, check balances or switch strategies. The Fund is unique in that it combines a targeted 7-8% income return with âalways-onâ tail or crash protection, designed to partially protect the portfolio [â¦] The flagship fund of Australian-based specialist income manager Wheelhouse Partners, the Wheelhouse Global Equity Fund, is now available to Australian retail investors through the BT Wrap and BT Panorama platforms. BTFM is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Zenithâs consulting clients have also shown strong support for the The information in this website has been prepared without taking account of ⦠The migration of the BT Wrap accounts to BT Panorama platform will occur over 4 tranches. He spent over 20 years at BT Financial Group in a variety of roles including Head of Product for BT Wrap, overseeing its development and growth to over $50bn funds under administration. Westpac says shifting its fast-growing Panorama investment platform into its business bank shows it is doubling down on support for financial advisers. added to BT Wrap and Panorama. Members can also ⦠Charter Hall Direct PFA Fund added to BT Wrap and BT Panorama Government tenants and long lease terms feature in fund offering 7% pa 1 income. The Fund is unique in that it combines a targeted 7-8% income return with âalways-onâ tail or crash protection, designed to partially protect the portfolio Exisiting Investor Forms. The issuer of Panorama Super and trustee of Retirement Wrap is BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (âBTFMâ, âweâ, âus,â âourâ, âTrusteeâ). Panorama Super is part of the super fund known as Retirement Wrap ABN 39 827 542 991. Aoris Investment Management were a specialist international equity manager that focused on a single concentrated long-only fund. However, BT Panorama (financial adviser platform) and BT Invest (investment platform) identify sustainability scores for the performance of ASX200 companies regarding environmental, social, and governance (ESG) issues. No, not January when everything everything is quiet. Still left to complete are corporate superannuation and cash account management functions, as well as integration of the BT Wrap and Asgard advisor platforms with Panorama ⦠In a first quarter update released to the Australian Securities Exchange today, Related. The administrator of Panorama Super is BT Portfolio Services Limited A Product Disclosure Statement (PDS) for BT Super Invest can be obtained by contacting BT on 1300 881 716 or by visiting In this weekâs podcast we look at this in more detail, with a focus on the increased ability to ⦠BT Panorama: BT Wrap: HUB24: Praemium: Important Legal Information. That transition is due to be completed by the end of June. InvestmentLink (IL) has been working with BT and Midwinter to cater for the product change and minimise disruption to our data feed customers. The Aoris International Fund has been added to BTâs Wrap & Panorama platform. BT Panorama and BT Wrap (Super, IDPS) Wealth02; Hub24 (Super, IDPS) Netwealth (Wrap Service, IDPS, Super Service) Powerwrap (IDPS) Praemium (IDPS) Contact the platform directly for further details. The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (âZenithâ) rating (assigned October 2020) referred to in this document is limited to âGeneral Adviceâ (s766B Corporations Act 2001) for Wholesale clients only. Tranche ⦠Insight Investment, a leading global investment manager, yesterday announced that the Insight Diversified Inflation Plus Fund has been added to the BT Wrap and BT Panorama platforms. BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). The new structures bears more than a passing resemblance to Netwealthâs tiered fee system. BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee and issuer of SuperWrap (ABN 39 827 542 991, RSE R1001327). Your investor number is M followed by 8 numbers eg M01234567 (the character after M is zero) The bank plans to launch a retail version to allow investors to open an account, contribute to their super and run their own investment portfolios. When did this occur? BT announced the new pricing structure for Panorama on July 23, along with the launch of its Compact platform, which offers lower pricing for a stripped-back investment selection.
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