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    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 on couch with dog
    27 Jun 2022

    Changes to super on 1 July 2022

    From 1 July 2022, super measures that were announced in the 2021 Federal Budget will come into effect. These measures aim to support both older and younger Australians get the most out of their super.
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    Aged care 22 Apr 2021

    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

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

    Subscribe now
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    Aged care 22 Apr 2021

    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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    Pension 22 Apr 2021

    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
    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.
    PDF
    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
    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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