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    Strategies & technical resources

    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.

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    Super & SMSF

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    Superannuation & SMSF

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    Superannuation 01 Jul 2024

    1 July 2024 super changes and impacts to advice

    A number of changes to superannuation rules have come into effect from 1 July 2024 impacting advice you provide to your clients
    Technical resource
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    Superannuation 01 Jul 2024

    Work test removal, and contribution flexibility

    Since 1 July 2022, the work test was removed and the age which non-concessional contribution bring-forward provision can be used was increased.
    Technical resource
    SMSF 01 Jul 2024

    Estate planning and SMSF

    One of the main reasons an individual would use an SMSF is for estate planning which can offer greater flexibility to beneficiaries than is available in a public offer fund.
    Technical resource
    SMSF 01 Jul 2024

    SMSF borrowing

    SMSFs are generally prohibited from borrowing, with some very limited exceptions.
    Technical resource

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    Retirement

    Residential aged care fees and charges
    Aged care 01 Oct 2024

    Residential aged care fees and charges

    There are various fees aged care homes charge residents, including a basic daily care fee, accommodation cost, health care fee and an extra service fee.
    Technical resource
    Understanding home care package fees
    Aged care 20 Sep 2024

    Understanding home care package fees

    The government subsidises Home Care Packages for those who are eligible. Two types of fees may be payable depending on the package and level of income.
    Technical resource
    Paying a parent's aged care accommodation costs
    Aged care 20 Sep 2024

    Payment for a parent's residential aged care accommodation costs

    Residential aged care can be expensive, but before clients pay the accommodation costs for a parent they need to be aware of the impact on other fees.
    Technical resource
    Technical resource 20 Sep 2024

    Granny flat arrangements within the context of the gifting rules

    There are special rules for granny flat arrangements that may prevent the deprivation rules from applying. However they must satisfy a range of requirements.
    Technical resource
    Technical resource 20 Sep 2024

    Social security benefits and their eligibility criteria

    There are many social security benefits with differing and complex eligibility criteria. This guide looks at some of the main payments and concession cards.
    Social security
    Support 01 Jul 2024

    Guide to employment termination payments

    This guide covers the tax implications and other considerations for employment termination payments and strategies that can be used to assist your clients
    Technical resource
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    Investing

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    Investment strategies 12 Jul 2024

    Podcast: Impact within an investment philosophy and underlying process

    So how do you integrate impact investing into an investment philosophy and reporting for clients? Expert advisers Karen McLeod, Ethical Investment Advisers and James Baird, JustInvest share their tips.
    Podcast
    Generic podcast
    Investment strategies 05 Jul 2024

    Podcast: Having better client conversations on impact investing

    Need some tips on having better impact conversations? Specialist advisers Justin Medcalf and Tim Fitzpatrick discuss strategies for engaging clients in impact investing discussions and understanding their preferences.
    Podcast
    Capital gains tax 01 Jul 2024

    Removal of main residence CGT exemption for non-residents

    Understanding the removal of the main residence CGT exemption for non-residents of Australia for tax purposes. Learn more at BT Academy.
    Technical resource
    Gearing 01 Jul 2024

    Protected equity loans

    Protected equity loans are typically fixed term investment loans (interest only with principal repaid in one lump sum) used to acquire a portfolio of shares.
    Technical resource
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    Capital gains tax 01 Jul 2024

    Removal of main residence CGT exemption for non-residents

    Understanding the removal of the main residence CGT exemption for non-residents of Australia for tax purposes. Learn more at BT Academy.
    Technical resource
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