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    News & insights

    economic-update-october
    Economy 20 Nov 2018
    Economic update October 2018
    Global employment continues to improve in October, however markets have reacted negatively to trade risks, Brexit uncertainty and concern over Italy’s fiscal position.
    3 min read
    Japan
    Economy 22 Oct 2018
    Quarterly economic commentary September 2018
    3 min read
    brisbane-city-skyline
    Economy 22 Oct 2018
    Economic update September 2018
    3 min read
    Exit sign
    Perspectives 19 Sep 2018
    What’s next for Brexit?
    3 min read
    State of Liberty
    Economy 13 Sep 2018
    Economic commentary August 2018
    4 min read
    Read more news & insight articles

    Product strategies

    Man with tailor
    Strategies 10 Jul 2018
    What changes with your client's SMSF as they move into retirement
    When your client has an SMSF, you may need to consider whether they want to continue to maintain their SMSF in retirement and how their Trust Deed is set.
    3 min read
    Super Strategies 05 Oct 2018
    Helping clients understand super contribution strategies
    5 min read
    Borrow to grow
    Investment strategies 30 Nov 2018
    Help your clients borrow to grow
    5 min read
    Dad shows daughter laptop
    Wellbeing 27 Apr 2018
    Helping clients protect their children
    3 min read
    /content/dam/public/btfg-bt/images/professional/knowledge-centre/client-strategies/managed-account-strategies/managed-accounts-investment-trends.png
    Platform Strategies 29 May 2018
    Model Portfolios for efficiency
    PDF 707 KB
    Read more product strategy articles

    Practice management
    Technology & Operations 25 Oct 2018
    Protect your clients from fraud
    Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests. Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.
    4 min read
    Business Development 13 Dec 2018
    Don't get shot in the search for the silver bullet
    3 mins - By David Smith, Director, Smithink
    Meeting of two people in a cafe
    Strategies 27 Apr 2018
    Imagining the cognitive-assisted accountant
    3 min read
    generating next big idea
    Innovation 27 Apr 2018
    Generating your next big idea
    4 min read
    Wellbeing 06 Dec 2018
    An adviser firmly focused on a self-managed future: Liam Shorte
    2 min read
    Read more practice management articles

    Training webinars
    Managed Accounts Strategies 10 Oct 2018
    Webinar: Why managed accounts are the way forward for our business: An MDA pathway
    Margaret Mote on behalf of Bongiorno will discuss the approach their business took to review the managed account options and why they arrived at their MDA solution.
    1:04:54
    Man sitting in stairwell
    Perspectives 25 Jul 2018
    Making the move to managed accounts
    James Williamson, Millhaven Financial Services, shares his experiences of using managed accounts for his clients' investment portfolios.
    2 min read
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    Support

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