Information for advice professionals only.

Events and Webinars

Upcoming webinars:

Register for our next webinar:
Wednesday 17 July 2024 – 12:00pm AEST
Episode 106 | 2024/25 Superannuation Strategies

From contributions to income streams to the impacts of an unusual indexation, this case study based session outlines various 2024/25 superannuation strategies.

CPD Accredited Webinars

Are you looking for CPD points? Access a range of webinars to stay on top of your professional development, also for ASIC and Legislated CPD areas, learn more.

HerAdvice

Join us as we speak with inspiring and diverse leaders within the Australian Advice industry.

Listen in as we examine how we can encourage future leaders and continue to see the financial advice industry thrive.

Be inspired as experts reflect on what the future of financial advice could be.

Keeping your clients engaged is important but can be time consuming. Save time by using our ‘BT Financial Fundamentals’ series containing easy-to-understand, client-focused guides and templates to help your clients navigate through the world of finance.

Federal Budget 2024-25

Treasurer Jim Chalmers announced the 2024-25 Federal Budget on Tuesday, 14 May 2024.

Access our Federal Budget hubs below for insights from our Technical team to understand the announcements and what they mean for you and your clients.

View all webinars.

Lean Six Sigma whitepaper: insights to help enhance the performance of an advice business

The issues facing advice firms have been covered extensively in the past couple of years, all boiling down to a need for increased efficiency to maintain profitability. To achieve this, businesses will need to streamline and innovate. Knowing which issues are causing inefficiencies and the specific pain points is key to making meaningful progress.

View all podcasts.

Whitepaper: how have other practices implemented managed accounts?

Download our new discussion paper ‘Managed accounts: insights from financial advice principals’  where advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business. View all managed account resources.

16 Feb 2023
The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
21 Aug 2023
Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.
15 Mar 2023
In October 2022, BT hosted ten successful financial advisers on a study tour of the United States. The 2022 BT USA Study Tour revealed many insights into financial planning in the US and Australia, as they met with senior leaders of the US industry and compared notes.

Whitepaper: Lessons from the UK advice market

In October 2023, BT hosted Australian financial advisers on a study tour of the United Kingdom. The five-day trip included meetings with a range of advisers, investors and industry bodies. This whitepaper dives into the key themes that emerged from the trip. Download the whitepaper or visit the BT UK Study Tour webpage.

The Quality of Advice Review has changed the landscape for financial advisers in Australia.

In this section, our technical team explores the latest updates and implications. Whether you’re looking for a clear understanding of regulatory changes, strategies for compliance or insights into how they affect your business, you’ll find helpful resources here.