BT Technical Services team

BT Technical Services is committed to educating and supporting the advice community with technical, regulatory and policy updates.

The team consists of industry-leading experts with extensive knowledge across various topics including: superannuation, taxation, retirement planning, self-managed super funds, social security and aged care, as well as estate planning and regulatory change.

Legislation changes

Keep abreast of the changing legislative and regulatory environment.

Client strategies

Check the appropriateness of a potential client strategy.

Calculations & rates

Confirm if a rate or threshold you're using in a calculation is correct.

Contact us

Email: BT Technical Services
Call: via the BT Panorama app

Available resources

Build your technical knowledge with our resources on topics including superannuation, taxation, social security, aged care, retirement planning, SMSFs and estate planning. We also explain legislative and regulatory environment changes, including the Quality of Advice Reforms.

Webinars

The team hosts a fortnightly BT Academy webinar addressing current technical and regulatory topics as well as advice strategies. These are accredited with CPD points from the FAAA.
Learn more

Articles

The team produces topical articles on a regular basis.
These are published on BT Academy. We also have client content that you can rebrand and send to your clients.
Read more

Podcasts

The team publishes regular podcasts that cover any major announcements, topical issues and key themes to keep you up to date. These can be accessed on BT Academy.
Listen now

Presentation support

The team can present to your clients and centres of influence on a range of topics and can also develop presentations to suit your needs, whether adviser-facing or for client seminars.
Contact us

Meet the Technical Services team

Bryan Ashenden

Head of Financial Literacy & Advocacy

Bryan leads the BT Technical Services team at BT and has over 29 years of industry experience, the last 23 years with BT. With qualifications in law, commerce and financial planning, and being an SMSF Association Specialist Adviser, Bryan is a frequent presenter and facilitator at many industry events and regularly contributes to trade and consumer publications.

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Michael Tran

Technical Consultant

Michael has over 13 years of experience within financial services across various roles including 6 years in technical services with BT. He holds a Bachelor of Commerce, Graduate Diploma of Financial Planning and a Masters of Financial Planning.

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Matt Manning

Technical Consultant

Matt has 23 years of experience in the financial services industry including the last 20 years in technical services roles, and the last 15 years with BT. His qualifications include an undergraduate degree in commerce majoring in economics, and a Masters of Taxation.

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Tim Howard

Technical Consultant

Tim has 20 years of experience within financial services across various roles, including over 10 years with BT. Tim holds qualifications including an undergraduate degree majoring in economics, diplomas in financial services and a Masters of Financial Planning.

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Contact us

Contact the BT Technical Services team to find out how we can support you.

Email: BT Technical Services
Call:  via the BT Panorama mobile app
Log in to the app >  Contact BT > Ask our Technical team > Call BT Technical team. Monday to Friday, 8:30am - 6pm (Sydney time)

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