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    Accountants

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    Resources to help you educate clients and grow your business

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    Market insights

    Workers at a port
    Economy 13 Jun 2018
    Monthly market commentary May 2018
    A stream of geo-political news from a variety of fronts affected markets during May.
    4 min read
    Economy 21 May 2018
    Monthly Market Commentary - April 2018
    PDF 377 KB
    City at night
    Economy 17 May 2018
    Economic commentary April 2018
    3 min read
    Rowers standing by a river
    Economy 08 May 2018
    2018-19 Federal Budget Update
    5 min read
    Woman walking across Brooklyn bridge
    Economy 18 Apr 2018
    Strength and challenges in the first quarter of 2018
    5 min read
    Read more market insight articles

    Client strategies

    Couple holding boats walking in water.
    Essentials 08 Jun 2018
    What does the 2018 Federal Budget mean for your client's SMSF?
    The 2018 Federal Budget proposed changes to SMSFs included expanded SMSF membership and reduced audit requirements.
    4 min read
    Woman hiking near waterfall
    Strategies 08 Jun 2018
    Effective super strategies for tax time
    4 min read
    Man reads paper
    Super Strategies 27 Apr 2018
    Being frank about it
    3 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
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    Business resources
    Technology & Operations 27 Apr 2018
    Don’t fall foul of the fraudsters
    ​A fraudster may be cunning but they do leave clues. Our real-life case studies explain how fraudsters have targeted advisers’ clients and how they were able to stop the thieves in their tracks.
    5:37 min video
    Home consultation
    Business Development 07 May 2018
    Self-managed superannuation is driving future growth for accounting firms
    3 min read
    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
    Two men look at phone
    Business Development 27 Apr 2018
    What do SMSF clients want from accountants?
    4 min read
    Read more business resource articles

    Training webinars
    Managed Accounts Strategies 05 Jun 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
    /content/dam/public/bt-panorama/images/S4-IMG5-376x200px.jpg
    Managed Accounts Strategies 15 May 2018
    LMDA expiring 30 September 2018 – Are you ready?
    Find out what are the regulatory changes coming into effect for limited MDA’s later this year and what options you may wish to consider.
    35:46
    View more Managed Accounts webinars

    Support

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