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    Webinars

    Register for our next webinar, With great power comes great responsibility, on 17 August or view all webinars.

    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 FASEA areas, learn more.

    Stay up to date

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    BT insights 03 Aug 2022

    Practical steps for considering Sustainable Investment for your clients

    Love it or loathe it, Sustainable Investment has become part of many investment discussions. There are an increasing number of investment managers that talk about Responsible, Ethical or Sustainable Investment and more and more emphasis being placed on Environmental.
    Webinar
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    BT insights 20 Jul 2022

    2022/23 contribution strategies

    The superannuation contribution rules have changed (again!) since 1 July 2022. This case study based session outlines various contribution strategies available during 2022/23 including non-concessional, concessional and other less common types of contributions.
    Webinar
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    BT insights 14 Jul 2022

    BT Investment Solutions Adviser Update: Crypto Currency

    BT Investment Solutions (BTIS) has partnered with one of our key strategic partners, Wellington Management, to bring you a thought leadership session on crypto currency.
    Webinar

    View all webinars.

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    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.

    Download your copy

    Latest Podcasts

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    12 Aug 2022

    Transitioning out of transition – ongoing fee arrangements going forward

    As we exit transition and operate under the new rules there will surely be teething issues when it comes to ongoing fee arrangements. In this week’s TECHknow podcast, Sarah Conte discusses the changes and some of the traps to be aware of with Brian Pollock, Director Corporate Governance for the Principal’s community.

    View all podcasts.

    12 Aug 2022

    Transitioning out of transition – ongoing fee arrangements going forward

    09 Aug 2022

    InvestTalk with Michelle Heinrich and Corrin Collocott

    05 Aug 2022

    The new Parliament kicks off

    26 Jul 2022

    Home equity access scheme – 1 July changes

    21 Jul 2022

    2022/23 Contribution strategies

    A digital marketing guide for financial advisers

    Throughout the guide you'll find practical resources and tools to help you make your day-to-day digital marketing activities more efficient, learn more.

    Download your copy now
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    Whitepaper
    31 May 2022

    How have other practices implemented managed accounts?

    Advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business.
    16 Feb 2022

    Whitepaper: Embracing digital technology for better client engagement

    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.
    16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
    20 Apr 2021

    Whitepaper: Transitioning to an AFSL

    Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.

    Insights

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    11 Aug 2022

    Monthly asset class performance

    The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
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    11 Aug 2022

    Monthly bull & bear market charts

    The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.
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    11 Aug 2022

    Monthly market commentary

    BT Investment Solutions’ (BTIS) monthly market commentary provides timely updates on market movements, addressing key economic events and their impact on portfolios.

    Choose a topic for further insights

    Market reports
    10 Aug 2022

    Morning Report

    The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
    18 Jul 2022

    Monthly market and economic chart pack

    The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
    11 Aug 2022

    Monthly asset class performance

    The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
    11 Aug 2022

    Quarterly bull & bear market charts

    The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.

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