Read articles designed to help inform your advice strategies including regulatory updates and helpful information from our BT Technical Team on some of the more technical aspects of superannuation, retirement and investment rules.
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.
This guide covers a range of topics that you should consider when discussing aged care plans with your clients, including eligibility for government subsidised aged care, home care packages, the aged care means test and more.
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.