Strategies & technical resources

Individuals aged between 65 and 74 who have recently retired, may be eligible to make additional voluntary contributions to their super. Learn about eligibility and requirements at BT Academy.

Increasing the age at which the superannuation work test applies from 65 to 67, from 1 July 2020, provides an additional opportunity to implement voluntary super contribution strategies. Learn more at BT Academy.

The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.

Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.