Events & webinars

For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

Ethics is not about being the top gun given its subjective nature. Being aware of the potential issues means instead of flying by the seat of your pants and losing that loving feeling, you can target the problem head on. This session will explore ethical issues arising in a range of financial advising scenarios to help you avoid writing checks your body can't cash.

For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

Most older Australians want to live independently at home for as long as possible. As people get older, they may find they need a bit of help to enable them to do so.

For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

From 1 July 2022, the work test no longer needs to be satisfied for clients age 67 to 74 to receive non-concessional contributions. This session explores the many advice opportunities created by this change, and via use of case studies, demonstrates the potential benefits and the traps to avoid.

Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure there is a plan in place for investing in, holding and realising assets in line with the investment objectives and retirement goals of the funds members. In this session we will revisit what is expected from a SMSF’s investment strategy and how trustees can demonstrate they have met their requirements.

The tribe hasn’t yet spoken, but the Federal Budget has been delivered. And we have heard the Opposition response. As we now move towards a Federal Election where votes will be cast to determine the ultimate survivor, in this session we will look at the Budget highlights and how the opposition has responded, as well as analyse any significant policy announcements that impact financial advice.

Access our series of CPD accredited webinars to keep you up to date with your professional development.

The Federal Budget has been brought forward this year to Tuesday 29 March. Being an election year, significant announcements are expected and will be a key indicator of the Coalition's plans in the lead up to the next Federal Election.

We are pleased to bring you a series of social media workshops designed to provide practical tips to help you maximise your personal and company social profiles and to use social media to demonstrate your value and expertise to your clients.

This life stage strategy-based session outlines the financial advice opportunities that arise from a client’s growing family. The session will cover financial support from the government, the financial aspects of childcare and family assistance payments. Plus, estate planning, insurance and impacts to super.

Working in the best interests of a client is not a new concept. We have had it from FoFA since 2013. It permeates throughout the Code of Ethics. We hear it's not all about cost, but what does it really mean?

Self-managed super funds (SMSFs) must meet numerous rules to benefit from the concessional tax treatment of superannuation. One of the most important is to satisfy the residency test – that is to be an 'Australian Superannuation Fund' at all times.

Hear Besa Deda, BT’s Chief Economist, reflect on the extraordinary 2021 that wreaked havoc on global economies and the subsequent efforts made by both governments and central banks to re-float the world that we once saw as ‘normal’.

We are pleased to invite you to BT Investment Team’s Outlook for 2022. 2021 was a whirlwind of central bank policy, inflation, supply chain disruption, geopolitical tension and climate change activities.

This life stage strategy based session outlines the financial advice opportunities that arise as a result of a client finding their life partner including, property and asset ownership, savings goals and superannuation strategies.

This session will look at the current state of play in margin lending and other products available which involve an element of gearing, as well as its power and magnification effect. It will also consider various concepts such as good debt and bad debt, debt recycling, and the tax deductibility of debt.

In this session, we look back at some of the recent regulatory changes in the area of financial advice, but also set the scene for what’s on the horizon.

In this session we are going to review a number of new and ongoing technical issues to keep you up to date with the most recent Covid changes, Centrelink consideration, and Super legislation as we close in on the end of calendar year 2021.

The pace of change within the advice industry has never been more rapid and the next few years will provide unprecedented potential for practice growth despite the known challenges in the environment.

From 1 July 2021, for many clients who are eligible strategies involving carry forward concessional contributions have become more tax effective.

This session will focus in on a number of the ethical considerations that arise in a financial planning business context, that have the ability to set your business up for success and show how ethical considerations really do become a part of everyday life.

This session focuses on building on your knowledge about the financial aspects of aged care.