Information for advice professionals only.
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.
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.
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.
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.
Learn how to interpret and understand the intent of the FASEA Code of Ethics Standards, and explore alternative ways to demonstrate compliance.
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.
Article: https://fsc.org.au/news/future-of-advice-bt
Video: https://youtu.be/9HyyEVVQa_c
Explore the key EOFY levers which you may need to consider for 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.
To help get you started with BT Panorama, watch our video tutorials to learn about the new operating system and online experience in our live and interactive training sessions.