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BT Academy
Stay current and get access to events, articles, news and practice insights.
Stay on top of your business with the latest ideas, trends and reports. BT Academy contains information to help you realise new opportunities and assist you with supporting your practice.
This week’s podcast will cover the latest updates from the Government on superannuation changes, FASEA’s latest news on the CPD extension, and upcoming regulatory changes.
This week's podcast explores how the latest new cases of COVID-19 are going to take greater importance this week in driving sentiment and financial markets in Australia.
Share markets have continued to recover from the losses we experienced in March, although we’re yet to see certainty and confidence at pre COVID-19 levels return.
With the increase in data available, there is huge potential for Machine Learning and AI to transform the finance industry. Learn about the future of finance.
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.
Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.
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 strategy can boost retirement savings, reduce overall tax liability, and also assist in reducing debt at retirement. However there are traps to consider
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.
Aged care facilities are designed for older people who are not able to live at home. There are a number of important considerations when choosing a facility.
The transfer balance cap limits the amount that can be moved into retirement phase. Here are how the rules operate and the penalties for exceeding the cap.
Learn more from our series of webinars from current technical and regulatory topics, advice strategies along with our BT Panorama training video tutorials.
BT’s technical team will address current technical and regulatory topics as well as advice strategies in a series of webinars. View a list of the webinars coming up.
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.