BT Academy

This presentation will focus on; strategies that are available to an increased SMSF membership, administrative issues to consider and the pros & cons of existing SMSFs increasing their membership.

This session will explore the regulatory landscape as it currently stands and what remains in train for the rest of 2021.This webinar will be accredited with CPD by the FPA.

In this panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice.