Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
subscribe to our newsletter
BT adds new super, insurance functions to platform

BT adds new super, insurance functions to platform

computer
Reporter
28 February 2017 — 1 minute read

BT Financial Group has completed the development of its investment platform BT Panorama, which enables the integration of superannuation and insurance.

The key functions for the superannuation part of the platform include the ability to move from accumulation to pension phase, track contributions to ensure limits are not exceeded, and schedule both one-off and regular pension payments on any business day.

It allows SMSF trustees greater access to information to help track rollovers and upcoming payments such as tax and insurance premiums and to manage beneficiary nominations in pension phase, including the option for secondary nominations. It also provides access to an integrated insurance offer.

Advertisement
Advertisement

BTFG general manager of platforms and investments John Shuttleworth said the added integrations are a “crucial milestone in the build of BT Panorama as advisers now have an end-to-end solution to manage all of their clients’ financial needs no matter their product structure”. 

BT adds new super, insurance functions to platform
computer
smsfadviser logo
join the discussion

Do any of your clients have related party LRBAs?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.