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    1. BT Academy
    BT Academy
    1. BT Academy
    BT Academy

    Practice management

    Ready-to-use tools and information to help you meet the needs of your clients and grow your business. 

    Managing your business

    client resources

    Client resources

    Managing your business

    Corporate lady
    23 Apr 2021

    Whitepaper: Transitioning to an AFSL

    A short guide for financial planning professionals, to know what to expect from self-licensing for your practice.
    Technical resource
    woman on laptop
    27 Oct 2020

    Five ways to digitise your business

    Whether it’s setting up a website, introducing online marketing or enjoying better practice management, you can digitise your business in a way that suits you.
    Article
    13 Jul 2020

    Managing your business in difficult times

    In their pursuit of new ways to engage clients, many advisers have transformed their business by embracing digital methods of engagement. Find out more, including how partnering with BT Panorama can help.
    Article
    17 Apr 2020

    The power of perspective

    The power of perspective - Another resilience-building strategy from Kamal Sarma. Find out how to focus on the things that matter today and stop stressing about the rest.
    Article

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      Increase efficiency and client value with online consent, ESG scoring, our award winning mobile app and more.

    17 Apr 2020

    Yes but WHY?

    Another resilience-building strategy from Kamal Sarma. Find out how to create more meaning in your life and be better equipped to face life’s challenges.
    Article
    More managing your business articles

    Client resources

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    Financial benefits for seniors

    One of the joys of getting older – apart from wisdom and more free time - is the ability to tap into a whole raft of financial benefits that let seniors enjoy their retirement.
    Client resource
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    What assets can you have before losing your pension?

    There are many benefits to receiving a pension or even a part pension, but there are limits to what level of income or assets you can have, to be eligible.
    Client resource
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    How the Age Pension could be impacted by downsizing

    It’s commonly referred to as the great Australian dream – to own a patch of dirt with your name on the title deed.
    Client resource
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    Copies of client communications

    As part of our COVID-19 support effort we are sending communications to clients on topics such as the pension drawdown. Copies of these communications available here.
    PDF
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    Aged care strategies guide

    Moving into aged care can be an emotional and stressful time, especially when important financial and lifestyle decisions need to be made.
    Client resource
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    Grow your retirement income guide

    In retirement, every dollar counts. It’s worth exploring different strategies to grow your retirement income.
    Client resource
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