Client strategies

Strategies to help your clients grow and manage their superannuation, self managed super fund (SMSFs), investments and insurance.

Review super strategies for a variety of clients, from those nearing retirement to those who are interested in increasing their tax efficiencies.

Provide your clients with the key considerations and steps involved in managing their SMSF.

Use the equities or gearing strategy that suits the individual investment goals of your client. 

Delegate the day-to-day investment decisions and implementation of your chosen investment strategy to professional investment managers using a Managed Account strategy.

Learn how to better protect your clients with our selection of insurance strategies.

Review the breadth of financial products and services available to you on BT platforms. 

Get training and advice from BT Experts in our live webinars
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