Episode 132 | Real life ethics
The best ideas often come from sharing and learning from each other. Based on feedback and submissions from advisers, this ethics focused session is based on ethical scenarios put forward by financial advisers. What was the issue? What happened? What would you have done?
This session will be CPD accredited.
Wednesday, August 27, 2025, 12:00pm AEST
Episode 133 | Division 296 - The five W's of the new superannuation tax
This case study based session outlines the proposed new tax on superannuation from 1 July 2025 for those with a superannuation balance of more than $3,000,000.
The session will cover who will be impacted, the process and formulas required to calculate a Division 296 liability, client impacts and potential strategies.
This session will be CPD accredited.
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.