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    1. BT Academy
    2. News & insights
    News & insights

    Regulatory & technical updates

    Keep informed with BT’s webinars and podcasts, and other regulatory and technical updates, courtesy of BT’s technical team. 

    This information is intended for financial services professionals only. Potential investors should not use this for the purposes of making a decision about financial products or services.

    This information is intended for financial services professionals only. Potential investors should not use this for the purposes of making a decision about financial products or services.

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    Important notice: We’ve made a change to our BT Technical Services team hotline and support email services. This service will be available to BT Panorama advisers and their support staff only. To contact us, email technical@btfinancialgroup.com or login to the BT Panorama mobile app to call.

    Technical updates

    BT Webinars

    BT Webinars

    Get started with our webinar series which could provide you with helpful insights and strategies to support you, your practice and your clients.

    BT Technical Resources

    BT Technical Resources

    Get started with our webinar series which could provide you with helpful insights and strategies to support you, your practice and your clients.

    BT Technical Podcasts

    BT Technical Podcasts

    Get started with our webinar series which could provide you with helpful insights and strategies to support you, your practice and your clients.

    Technical resources

    Granny flat arrangements and the gifting rules
    Technical resource 20 Sep 2025

    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
    Social security benefits eligibility criteria
    Technical resource 20 Sep 2025

    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
    Super, tax and other rates and limits 2025/26
    Technical resource 20 Sep 2025

    Super, tax and other rates and limits 2025/26

    The latest key super, tax and social security rates, rules and thresholds for 2025/26
    Technical resource

    View all our latest articles >

    We've rebuilt the BT Academy with a new hub with our partners at On24, making it easier for you to earn CPD points and keep up to date. We're adding the podcasts at the moment to match the webinars, so stay tuned for updates.

    Technical Podcasts

    958 days of super tax reform: what’s changed?
    22 Oct 2025

    958 days of super tax reform: what’s changed?

    In this episode of the TechKnow podcast, Bryan Ashenden unpacks the Government’s revised Division 296 tax proposal, announced on 13 October 2025.
    Podcast
    What's on the minds of advisers?
    17 Sep 2025

    What's on the minds of advisers?

    In this episode of the TechKnow podcast, Tim Howard from BT Technical Services leads the team in a discussion of recent and topical questions that advisers have been raising.
    Podcast
    Education and planning critical to smooth death benefit payments
    20 Aug 2025

    Education and planning critical to smooth death benefit payments

    The death of a person is often a traumatic time for all involved and dealing with the financial side of things can be difficult.
    Podcast
    New financial year, new opportunities
    15 Jul 2025

    New financial year, new opportunities

    With the start of a new financial year now here, in many instances it’s time to reset and look at what new opportunities this provides for clients.
    Podcast
    What to do about Division 296
    11 Jun 2025

    What to do about Division 296

    Division 296 is coming. With its significant win in the recent 2025 Federal election, the Government is on track to introduce legislation for this measure.
    Podcast
    A week is a long time in politics
    08 May 2025

    A week is a long time in politics

    The extent of Labor’s win at the recent Australian Federal Election has surprised many commentators.
    Podcast
    Time to gear up
    04 Apr 2025

    Time to gear up

    As we gear up for the next Federal election, in our latest TechKnow podcast we look at what we know about the major parties’ stance on various financial services related topics.
    Podcast
    The trillion dollar transfer is coming, and so is the Federal Election
    12 Mar 2025

    The trillion dollar transfer is coming, and so is the Federal Election

    Bryan chats with James Dakin from Park Street Group about the great intergenerational wealth transfer in which trillions of dollars of wealth are expected to transfer between generations over the coming years.
    Podcast
    Predictions or predilections – what might 2025 have in store?
    11 Feb 2025

    Predictions or predilections – what might 2025 have in store?

    There is no doubt that 2025 will be an interesting year for the financial advice profession, with previous measures by the Government still making their way through the parliamentary process.
    Podcast
    Has Santa delivered?
    10 Dec 2024

    Has Santa delivered?

    Recently the Government has made a new announcement regarding the Quality of Advice Review and its Delivering Better Financial Outcomes response.
    Podcast
    Aged care legislation update
    23 Oct 2024

    Aged care legislation update

    In mid-September, major aged care reforms were introduced into parliament. This podcast will summarise the impending changes to residential aged care fees.
    Podcast
    Superannuation death benefits
    04 Oct 2024

    Superannuation death benefits

    Common and interesting questions relating to superannuation death benefits
    Podcast
    Technical round-up
    18 Sep 2024

    Technical round-up

    Certainly not our first rodeo, but with the quarter coming to an end, and Parliament having risen for a few weeks.
    Podcast
    Podcast: Questions from the recent BT Academy Webinar
    06 Sep 2024

    Questions from the recent BT Academy Webinar ‘More age-old old age questions’

    Following on from a recent webinar on residential aged care, in this week's podcast we look at three questions that advisers asked during the session.
    Podcast
    OFA changes – a win for flexibility
    21 Aug 2024

    OFA changes – a win for flexibility

    With the recent passage of the Delivering Better Financial Outcomes Bill, the Ongoing Fee Arrangement landscape is due to change early next year.
    Podcast
    Has QAR tranche 1 been an unqualified success?
    09 Aug 2024

    Has QAR tranche 1 been an unqualified success?

    The first tranche of reforms from the Quality of Advice Review has passed through Parliament, received Royal Assent, and is now law. But has it been an unqualified success?
    Podcast
    Top five adviser questions from the BT technical hotline
    15 Jul 2024

    Top five adviser questions from the BT technical hotline

    This podcast addresses five questions which were asked by advisers during and after the recent fortnightly webinar ‘Frequently asked and most interesting questions from the technical hotline'.
    Podcast
    First home super saver
    27 Jun 2024

    First home super saver

    This podcast will recap the First Home Super Saver rules, explain the rules, touch on some recent changes and review when this may be beneficial for clients.
    Podcast
    Accessing the experience pathway
    14 Jun 2024

    Accessing the experience pathway

    The release of ASIC Information Sheet 281 provides guidance to relevant providers seeking to access the experience pathway.
    Podcast
    Financial impacts of separation
    31 May 2024

    Financial impacts of separation

    Around one third of marriages in Australia end in divorce. Generally, the financial impacts of separation on women are more significant than those felt by men.
    Podcast
    What does the 2024 Budget really mean?
    21 May 2024

    What does the 2024 Budget really mean?

    May 14, 2024 was the day the Government delivered the 2024 Federal Budget. It would be fair to say it contained no surprises from a wealth perspective.
    Podcast
    Understanding Excess Contributions
    01 May 2024

    Understanding Excess Contributions

    With limits to the amount an individual can contribute to superannuation without tax penalty each year, it’s important to understand the circumstances, strategies and solutions to excess contribution issues.
    Podcast
    Generic podcast
    19 Apr 2024

    A quark in the process

    Not a quirk, but a quark – a fundamental constituent of matter. And in this case, what matters is getting the Quality of Advice Review legislation correct. In this podcast we look at the first tranche of the quality of advice review measures that has hit parliament in the form of a Bill.
    Podcast
    TechKnow: Conditions of release
    05 Apr 2024

    Conditions of release

    This podcast addresses frequently asked and interesting questions relating to the superannuation conditions of release.
    Podcast
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