Information for advice professionals only.
We want to help you deliver the best possible experience to your clients, so we are proud to bring you BT Financial Fundamentals – a series of twelve concise, easy-to-read guides and checklists that delve into a range of key financial concepts.
Here's the entire series of BT Financial Fundamentals you can distribute to your clients as you see fit, either as part of your regular communications or as an additional resource. Save time and use the handy client email template to help you communicate to your clients. Learn how you can share with your clients.
We all love to make New Year’s resolutions but sticking to them can be much harder. American writer and humourist.
Embarking on a shared financial journey is an important relationship milestone – but it can bring practical and emotional challenges.
Tips for financial planning for women, and ways they can eat into the superannuation gap.
Our guide to demystify cyber security and offer some simple, actionable tips that will help you stay safe while making online transactions, communicating via email, or simply browsing the internet.
Our guide celebrates all Mums by providing some hints to better ensure their own, and their children’s, financial future.
The end of the financial year is an opportunity to take stock of your financial situation, prepare for tax time, and plan for the next year.
A comprehensive and easy-to-digest guide to the diverse range of risks involved in investing, simply explaining the risks inherent to each asset class, and how those risks drive returns.
Providing information on what estate planning is, what it involves and why people should not wait to act.
An easy-to-understand guide to payouts, what they are, how investors can use them, and how investors should think about dividends in the context of achieving their investment goals.
A roadmap for those navigating the path to buying a home.
The tip sheet provides an overview of smart ways to put more into retirement, better providing for the years after work.
As each year winds down, we naturally find ourselves reflecting on the year past and planning for what lies ahead.
To validate the authenticity of the guide, you can simply link to our website.
Add your company logo to the PDF guide to complement your existing client communications.
Use our content to create an article page on your own website.
In this dedicated hub you’ll discover the hidden opportunities advice firms can leverage by fully embracing a digital approach. Get practical tips and insights on how to get the most from BT Panorama for your business.
Discover the latest market news and themes identified by BT’s investment team, including the Morning Report and Weekly economics round-up.
This document has been prepared by BT, a part of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian Credit Licence 233714 (Westpac) and is current as at 17 September 2024. The information in this document regarding taxation and legislative change is based on policy announcements which are yet to be passed as legislation and may be subject to future change. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it.