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.
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”.
