This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%. The BT Asset Allocation team examine the draw-down and subsequent ‘recovery’ through a sector lens.
This selection of guides and tools is designed for you to use directly with your clients, helping them to understand some key financial planning topics including superannuation, retirement planning and aged care.
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.
This guide covers a range of topics that you should consider when discussing aged care plans with your clients, including eligibility for government subsidised aged care, home care packages, the aged care means test and more.