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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:

    Wednesday, January 29, 2025 12:00PM AEDT

    Episode 118 | Margin Lending

    Presented by Matt Manning:

    This session will cover:

    • The operation, terminology and features of margin loans,
    • The potential advantages and disadvantages illustrated by case studies,
    • The taxation and the Social Security assessment, and a comparison of margin lending to common alternatives, and for which clients a margin loan could be worth considering.

    This session will be 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.

    Find out more

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

    Listen to the podcasts

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