Upcoming webinars

We are hosting a number of interactive training webinars that complement our new online training courses and provide you with the opportunity to learn more about how you can use BT Panorama's breadth of features and functionality. In these sessions you will also have the opportunity to ask questions to our panel of experts.

From 06 October to 26 November 2020

View the schedule to register

With the trend of reducing contribution caps and increased uncertainly as to the future direction of the superannuation system, more clients are considering alternate taxation structures such as investment bonds to invest their funds or complement their superannuation investments. This strategy based session:

  • Explains the features of investment bonds, how they are taxed, and their assessment for Social Security/Aged care.
  • Explains how various events including withdrawals, additional deposits, changing investment allocation and death impact a client’s overall financial position.

2 December 2020

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

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