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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

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    16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    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.
    Article
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    20 Apr 2021

    Webinar: Discover your hidden capacity

    This session is the first of the three part series where Sharon McClafferty, CEO of Slipstream Coaching will demonstrate 6 steps to creating and increasing capacity and offer tools that you can use to implement in your practice.
    Webinar
    20 Apr 2021

    Whitepaper: Transitioning to an AFSL

    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.
    Article
    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

    Take the next steps

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

    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
    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
    couple hiking

    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
    retirement man playing with a child

    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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