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    1. Knowledge centre
    Knowledge centre
    1. Knowledge centre
    Knowledge centre

    Client strategies

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

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

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    SMSF strategies

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

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    Equities and gearing strategies

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

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    Managed Accounts strategies

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

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    Insurance strategies

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

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    Platform strategies

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

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    Woman hiking near waterfall
    Strategies 08 Jun 2018
    Effective super strategies for tax time
    How to manage your clients' super contributions at tax time.
    4 min read
    Man sitting in stairwell
    Perspectives 25 Jul 2018
    Making the move to managed accounts
    James Williamson, Millhaven Financial Services, shares his experiences of using managed accounts for his clients' investment portfolios.
    2 min read
    Managed Accounts Strategies 05 Jun 2018
    Webinar: Why managed accounts are the way forward for our business: An MDA pathway
    Margaret Mote on behalf of Bongiorno will discuss the approach their business took to review the managed account options and why they arrived at their MDA solution.
    1:04:54
    Man with tailor
    Strategies 10 Jul 2018
    What changes with your client's SMSF as they move into retirement
    When your client has an SMSF, you may need to consider whether they want to continue to maintain their SMSF in retirement and how their Trust Deed is set.
    3 min read
    Couple holding boats walking in water.
    Essentials 08 Jun 2018
    What does the 2018 Federal Budget mean for your client's SMSF?
    4 min read
    Man with paint tins
    Strategies 17 May 2018
    Protecting your client's SMSF savings in the event of a divorce
    3 min read
    extra risk your smsf can manage
    SMSF Strategies 16 May 2018
    The extra risk your SMSF can manage
    4 min read
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    SMSF Strategies 16 May 2018
    Understanding SMSFs
    4 min read
    A runner sits to rest
    Strategies 27 Apr 2018
    Mind the gap! Are your SMSF clients falling short in retirement
    3 min read
    Women with dog and bike.
    Strategies 27 Apr 2018
    SMSFs and your client's retirement horizon
    4 min read
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    Dad shows daughter laptop
    Wellbeing 27 Apr 2018
    Helping clients protect their children
    Keep your clients keep their children financially secure with estate planning, insurance and money management.
    3 min read
    income protection cover
    Insurance Strategies 27 Apr 2018
    Insurance advice for the newly divorced
    Financial discussions with clients during divorce tend to focus on dividing assets and cash, but reviewing insurance is an area that can make a big difference to your clients and their families.
    9 min read
    income protection cover
    Insurance Strategies 27 Apr 2018
    Income protection cover – a journey of support
    Paula Bourke, National Head of Claims for life insurance at BT explains the importance of income protection.
    8 min read
    protection for specialised roles
    Insurance Strategies 27 Apr 2018
    Protection for Specialised Roles
    If you have a wide client base, it’s likely that you see people from a variety of professions. It’s worth taking the time to consider the nature of your clients’ occupations to see if there is a specific type of protection designed for them. Alternatively, you might find that your clients employ someone, or have someone in their family with a special role that may need more tailored insurance solutions.
    9 min read
    Insurance Strategies 27 Apr 2018
    Protection for Business Owners
    Insurance to cover the absence of a key person may assist in keeping the business running, by replacing lost revenue, repaying debts and/or finding a replacement.
    6 min read
    Insurance Strategies 27 Apr 2018
    Future Insurability Benefit
    A Future Insurability Benefit (FIB) may be available on both income and lump sum life insurance policies. The benefit allows the insured monthly benefit or lump sum insured to be increased upon certain life events, without medical underwriting. Financial evidence will still be required to justify the increase in the insurance cover.
    5 min read
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    Platform Strategies 29 May 2018
    Model Portfolios for efficiency
    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. Core data in their report Adviser efficiency: Business Processes in Australia reach the conclusion that if advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.
    PDF 707 KB
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    Platform Strategies 20 May 2018
    Protecting your clients with Wrap Capital Protection
    How do you balance the need to invest for growth whilst protecting clients against the kind of losses that can derail their retirement plans? Wrap Capital Protection can be a suitable solution. View case studies outlining strategies to help clients manage risk, approach retirement and receive a minimum benefit.
    8 min read
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