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    Practice management

    Client resources

    This selection of guides and tools are designed for you to use directly with your clients, helping them to understand some key financial planning topics including superannuation, retirement planning and aged care.

    Information for advice professionals only.

    couple hiking
    Support 28 Apr 2020

    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.
    retirement man playing with a child
    Aged care 20 Feb 2020

    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

    BT Academy provides advice professionals with access to the latest news, insights and events to help grow your business.

    Subscribe now
    middle-aged couple walking
    Retirement 20 Feb 2020

    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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