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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

    BT Panorama training 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

    Investment Bonds - A useful structure, or smoke and mirrors?

    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

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

    Listen to the podcasts

    Latest BT webinars

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    18 Nov 2020

    Slipstream coaching: Pricing for value webinar

    This webinar looks at how to price your service by clearly breaking your proposition into an intangible service and a tangible service. Clients are prepared to pay for deliverables, but are they prepared to pay for our intellectual property?
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    18 Nov 2020

    Slipstream coaching: Building a multidisciplinary business webinar

    Growth strategy or nightmare? The one-stop-shop has been around for many years, but many firms fail to capitalise on the benefits of a multi-disciplined approach.
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    18 Nov 2020

    What the US election outcome may mean for Australian investors?

    Find out what the US Presidential election outcome may mean for different sectors of the economy and how that may drive investment opportunities and outcomes into the future.
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    04 Nov 2020

    Insurance advice for business owners and high-net-worth clients (HNWs)

    What does an increase in demand for life insurance products during the pandemic, especially among the HNW community mean for Australians in particular? Join BT Life’s Senior Technical Manager Benjamin Martin as he explores and uncovers where the obscure insurance advice needs of HNWs tend to arise.
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    21 Oct 2020

    What's new with the FASEA Code?

    This session will explore what has changed in the last 12 months from FASEA's guidance perspective as well as provide an example framework for demonstrating compliance with the Code.
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    09 Oct 2020

    Have managed accounts withstood the COVID-19 test?

    Managed accounts are an appealing solution for advisers because they enable efficiency and speed of execution.
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    07 Oct 2020

    The Federal Budget 2020-21

    Join Bryan Ashenden to see what answers we are given, and what is still to come from the Federal Budget 2020/21.
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    23 Sep 2020

    It's a (not so) small world after all for SMSFs

    In this session we will explore the latest developments for SMSFs and what the future has in store beyond just the increase in membership.
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    09 Sep 2020

    The Transfer Balance Cap

    This session we explore the key issues and considerations when it comes to understanding the transfer balance cap, allowing you to fill any gaps in your knowledge when it comes to this crucial dimension of retirement income planning.
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    26 Aug 2020

    Aged care advice in a record low interest rate environment

    This session will help with understanding the financial aspects of aged care with an overview of the assessment process for securing a residential aged care place along with reviewing the various fees aged care residents pay and how these can be funded.
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    18 Aug 2020

    Slipstream Growth Strategies Webinar – Merge & Grow

    Is an acquisition of a fee base in financial planning, risk, or accounting the right strategy for your business? In this webinar, we look at why a firm should consider an acquisition strategy, the benefits & pitfalls, and how to fund the acquisition.
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    12 Aug 2020

    Social Security in the time of social distancing

    This Social Security session will outline the eligibility requirements a client must satisfy to receive the most common types of Social Security payments and strategies to help you legally maximise your clients rate of payment.
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    09 Aug 2020

    Professional Planner Best Practice Forum

    Watch BT's Bryan Ashenden, Head of Financial Literacy and Advocacy, take part in a panel on Ethics for Advisers.
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    09 Aug 2020

    How advisers have adapted to COVID-19

    Kathy Vincent, BT's General Manager Platforms, Investments & Operations explains how Australian advisers have rapidly adapted to the impacts of COVID-19, including how technology has transformed and enhanced behaviours and relationships between advisers and clients.
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    09 Aug 2020

    Keeping up with the regulators

    The second half of 2020 and beyond will bring a significant level of regulatory change to the advice landscape. Join us to discover what's in store next.
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    09 Aug 2020

    Getting an SMSF Investment Strategy right

    In this webinar we explore the elements of drafting a compliant SMSF investment strategy using recent regulator insights to guide the discussion.
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    16 Jul 2020

    Employment termination in the time of COVID-19

    Join Matt Manning from BT’s technical team as he provides an overview of JobKeeper and JobSeeker payments, the taxation of employment termination payments, and the various types of employment termination events and advice strategies that may be applied.
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    23 Jun 2020

    Professional Planner Licensee Digital Summit

    Watch BT Financial’s Bryan Ashenden, Head of Financial Literacy and Advocacy, moderating a panel on FASEA’s next phase: insights and Q&As.
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    17 Jun 2020

    How will the latest Government stimulus package impact you and your clients?

    Explore the stimulus measures announced and considerations for your clients, which may enable you to provide them with clarity around options during these difficult times.
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    08 Jun 2020

    Starting a new financial year

    With the start of a new financial year, lets take a look at what's new, what's changed, and what opportunities exist. We will also revisit Government COVID-19 stimulus measures to see what's still in play, what has run its course, and what this may mean for your clients.
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    22 May 2020

    Slipstream Coaching Webinar Series 3

    Thriving advice businesses focus not just on the quality of advice they give, but on the efficiency of producing it. Slipstream calls this "The Factory" and they believe, like many others in the industry that there is nothing better than seeing a Factory that really hums!
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    20 May 2020

    Quantifying the benefits of managed accounts

    BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a Philo Capital Advisors webinar on quantifying the benefits of managed accounts.
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    20 May 2020

    Slipstream Coaching Webinar Series 2

    Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.
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    20 Apr 2020

    Slipstream coaching webinar series 1

    Slipstream recognises that Financial Advisers have had a very tough time since 2007 and now feel advisers are well poised to survive and thrive from the current disruption.
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