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    BT’s technical team will address current technical and regulatory topics as well as advice strategies in our upcoming webinar series. View a list of the webinars coming up to register. You may get accredited with CPD points from the FPA.

    Upcoming webinars:

    20 October 2021

    Hoping for the best but expecting the worst – Residential aged care means test and case studies

    • Revisiting the various aged care fees
    • Analysing the aged care means test and its multiple uses
    • Reviewing the potential benefits and traps of the low means status
    • Examining concessional means test treatment particular assets/income including annuities and grandfathered account based pensions

    CPD Accredited - Register now

    BT Panorama training

    Access our new BT Panorama training courses, a practical and engaging way to help you get the most from the wide range of BT Panorama features. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.

    Find out more

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

    Listen to the podcasts

    Latest BT webinars

    06 Oct 2021

    Pension Loans Scheme

    Centrelink’s pension loans scheme (PLS) allows older property owning Australians to receive a tax free payment each fortnight to help supplement their retirement income. For many, the PLS may be more favourable alternative to a reverse mortgage, or reducing their expenditure.
    Webinar
    28 Sep 2021

    BT & Lumiant Partnered Event: The Great Reset

    BT and Lumiant have teamed up to create a Specialist Webinar Series that is focused on leveraging best practice ideas and insights to deliver the world’s best client experience.
    Webinar
    22 Sep 2021

    Are there wholesale changes coming to advice?

    October 2021 will bring a number of regulatory changes to advisers and advice practices, from the implementation of the DDO regime through to breach reporting obligations and dispute resolution processes.
    Webinar
    08 Sep 2021

    Understanding Contributions

    A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way.
    Webinar
    25 Aug 2021

    I now call Australia home... Super, Tax and Social Security Rules

    This session outlines various super, tax and Social Security rules relevant to clients who have a change to their residency status, and identifies potential advice opportunities.
    Webinar
    11 Aug 2021

    I want my cake, and I'd like it calorie (tax) free - superannuation conditions of release

    This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.
    Webinar

    View all our latest webinars >