Class Super Data Feed - Adviser Set Up with BT Panorama
The following video demonstrates how advisers can set up the Class Super data feed for their clients within BT Panorama.
Please also see the following:
BT Panorama - SMSF Data Feed and Accountant Authority
It's recommended that in addition to activating the data feed via BT Panorama's Adviser Portal, the clients also sign the Intello BT Panorama Accountant authority form to enable Intello to view and download reports that will need to be provided to the independent auditor.