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BT Academy
Stay current and get access to events, articles, news, trends and practice insights to help realise new opportunities.
With the legislated commencement of the annual consent measures not far away, this session is designed to assist you in understanding what the legislated requirements are and how they can then be applied in practice.
This webinar will be accredited with CPD by the FPA.
We all know and tell our clients that the key to a successful budget is preparation. Knowing what is coming and what is achievable. It's no different when it comes to the 2021 Federal Budget.
Many clients establish an SMSF to hold direct property, or to provide them with option to do so in the future. In this session will explore who gearing is suitable for and what alternatives to traditional LRBA’s are available to clients via their SMSF.
With the 2021 Federal Budget just around the corner, we sat down with Peter Burgess, Deputy CEO and Director of Policy and Education from the SMSF Association to discuss a number of proposals put forward to Government in the SMSF Association’s pre-budget submission. With a number of proposals equally relevant for the broader super environment, this should be compulsory listening for financial advisers ahead of any announcements next week.
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.
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?
Managed accounts are gaining momentum. But how do they work, what types of managed accounts are there and what options work best for you and your clients?
Matt Harvey is joined by two fixed Interest portfolio managers, Eu Joe Chan (BT Investment Solutions) and Jay Sivapalan (Janus Henderson) to discuss the recent volatility in bond markets. Eu Joe explains the cause for negative returns over the first quarter of this year while Jay provides his outlook for inflation and opportunities for active management in the year ahead.