Upcoming webinars:

28 July 2021

From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC. In this session we will explore what the changes will be, how this will impact the advice landscape and what we know or foresee about the FSCP. This session will also provide a timely update on other advice policy regulatory developments.

Wednesday 28th July 2021 - CPD Accredited - Register now

6 August 2021

One of the key obligations under Best Interest and the Safe harbour steps is for advisers to demonstrate they have “conducted a reasonable investigation into the financial products that might achieve the objectives and meet the needs of the client that would reasonably be considered as relevant to advice on that subject matter.” In this session, Neil Sparks, National Manager SMSF Strategy from the BT Technical team will analyse the various considerations when it comes to assessing superannuation funds with a specific focus on the impact of tax on Superannuation benefits. This webinar will be accredited with CPD by the FPA.

Friday 6th August 2021 - 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.

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