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BT Academy
Stay current and get access to events, articles, news, trends and practice insights to help realise new opportunities.
Centrelink’s pension loans scheme (PLS) allows older property owning Australians to receive a tax free payment each fortnight to help supplement their retirement income. For many, the PLS may be more favourable alternative to a reverse mortgage, or reducing their expenditure.
BT and Lumiant have teamed up to create a Specialist Webinar Series that is focused on leveraging best practice ideas and insights to deliver the world’s best client experience.
October 2021 will bring a number of regulatory changes to advisers and advice practices, from the implementation of the DDO regime through to breach reporting obligations and dispute resolution processes.
This week, the Financial Services Council launched their White Paper on the Future of Advice which raises a number of areas for recommended reform to set financial advice up for the future and to help promote its value. IN this podcast, we discuss the Paper and a number of its reforms with Blake Briggs, Deputy CEO of the Financial Services Council.
The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.
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.
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.
After more than 100 days in lockdown, the people of Sydney were able to see restrictions ease for fully vaccinated residents earlier this week. With the end of lockdowns in sight, find out how businesses and consumers are feeling about the future?
The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.
Australia’s housing boom has continued to steam ahead over recent months. The persistent strength in the housing market has prompted concerns that the price increases and credit growth are unsustainable and that action needs to be taken by regulators.
Unsurprisingly, consumer spending has taken a hit in recent months. The longer restrictions drag on, the more challenging things will become for some businesses.