5 May 2021
Borrowing to invest, particularly margin lending, has suffered an identity crisis since the GFC, when the market correction saw many retail investors lose a large portion of their life savings, and some even their homes. But with interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into how gearing could be used (possibly in conjunction with superannuation) as an effective way to build wealth and save for retirement. This webinar will be accredited with CPD by the FPA.
12 May 2021
Whilst it may be a return to the normal timeslot for the Federal Budget in 2021, it may not be a normal Budget. With the release of the Retirement Income Review in late 2020, the end of COVID-19 stimulus measures in March 2021 (but not necessarily the end of the economic impact), and the last Budget before the next Federal election, this year’s Federal Budget is expected to contain a number of significant announcements.
Join us for a special de-briefing the day after the 2021 Federal Budget as we dissect what it contains and the wealth impacts for clients, financial advisers and advice businesses.
We will be hosting two webinars on the 12th May, please register below for the time which best suits your schedule. (Please note - both webinars will cover the same content).
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.