Downsizer contributions mean your clients could consider investing the proceeds of the sale of their family home to their superannuation (if eligible). Find out more.
There are many benefits to holding an SMSF, and there’s one extra risk in retirement planning that you may not have realised is better managed in the SMSF environment says Bryan Ashenden, Head of Financial Literacy & Advocacy, BT Advice Services.
The protect-to-grow strategy uses a Protected Equity Loan (PEL) to leverage the growth potential, with some potential tax benefits, while providing capital protection at a point in time.
Clients who are currently using geared investments, or who are interested in them, could benefit from a borrow to grow strategy. BT offers a number of loan options to service this strategy such as a BT Margin Loan or Westpac Instalment Warrants.
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.
Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?
Managed accounts can help streamline the way how you provide financial advice to your clients, however they need to be implemented properly to be successful. Find out what is required to move your business to managed accounts.
Innovative insurers are making clients’ journey to health and wellbeing easier, through fixed premium discounts for healthy lives (for new & existing policies)
This article explains what is meant by a buy/sell agreement and how it works, as well how insurance can help businesses meet the requirements set out in a buy/sell agreement.
Running a business means taking all sorts of risks, many of which can be difficult to control. However, one type of risk a business can have a degree of control over is people. Learn 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.