This podcast will cover the latest news from FASEA on the FASEA exam, complaints lodged with the Australian Financial Complaints Authority around COVID-19 matters, and the Government’s announcement to defer the Retirement Income Covenant.
This podcast explores how the contraction in economic activity is expected with the largest contraction likely to occur in the second quarter of the year, when social distancing measures were implemented.
Read articles designed to help inform your advice strategies including regulatory updates and helpful information from our BT Technical Team on some of the more technical aspects of superannuation, retirement and investment rules.
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
Get started with these helpful video tutorials which illustrate the key benefits and features of BT Panorama, and demonstrate the step-by-step processes to help you make the most out of working with the different solutions of the platform.