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BT Academy
Stay current and get access to events, articles, news, trends and practice insights to help realise new opportunities.
Many clients establish an SMSF to hold direct property, or to provide them with option to do so in the future. In this session will explore who gearing is suitable for and what alternatives to traditional LRBA’s are available to clients via their SMSF.
Have SMSF’s become more affordable for more Australians? Find out whether SMSF trustees are getting better value for money or delivering on good returns.
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.
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?
Managed accounts are gaining momentum. But how do they work, what types of managed accounts are there and what options work best for you and your clients?
Specific conditions apply to the relationship between trustees and members. Limitations include who is eligible to be a trustee as well as on the number.
The rate of social security payments are affected by an asset and income test. Generally, the test that results in a lower payment is what determines the rate payable.