Events & webinars

Upcoming webinars

BT Panorama training webinars

We are hosting a number of interactive training webinars that complement our new online training courses and provide you with the opportunity to learn more about how you can use BT Panorama's breadth of features and functionality. In these sessions you will also have the opportunity to ask questions to our panel of experts.

From 06 October to 26 November 2020

View the schedule to register

Insurance advice for business owners and high-net-worth clients (HNWs)

What does an increase in demand for life insurance products during the pandemic, especially among the HNW community mean for Australians in particular? Join BT Life’s Senior Technical Manager Benjamin Martin as he explores and uncovers where the obscure insurance advice needs of HNWs tend to arise.

This webinar is part of the BT Academy Technical webinar series and has been accredited with CPD by the FPA.

04 November 2020

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

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Latest BT webinars

21 Oct 2020

What's new with the FASEA Code?

This session will explore what has changed in the last 12 months from FASEA's guidance perspective as well as provide an example framework for demonstrating compliance with the Code.

Webinar

09 Oct 2020

Have managed accounts withstood the COVID-19 test?

Managed accounts are an appealing solution for advisers because they enable efficiency and speed of execution.

Webinar

07 Oct 2020

The Federal Budget 2020-21

Join Bryan Ashenden to see what answers we are given, and what is still to come from the Federal Budget 2020/21.

Webinar

23 Sep 2020

It's a (not so) small world after all for SMSFs

In this session we will explore the latest developments for SMSFs and what the future has in store beyond just the increase in membership.

Webinar

09 Sep 2020

The Transfer Balance Cap

This session we explore the key issues and considerations when it comes to understanding the transfer balance cap, allowing you to fill any gaps in your knowledge when it comes to this crucial dimension of retirement income planning.

Webinar

26 Aug 2020

Aged care advice in a record low interest rate environment

This session will help with understanding the financial aspects of aged care with an overview of the assessment process for securing a residential aged care place along with reviewing the various fees aged care residents pay and how these can be funded.

Webinar

18 Aug 2020

Slipstream Growth Strategies Webinar – Merge & Grow

Is an acquisition of a fee base in financial planning, risk, or accounting the right strategy for your business? In this webinar, we look at why a firm should consider an acquisition strategy, the benefits & pitfalls, and how to fund the acquisition.

Webinar

12 Aug 2020

Social Security in the time of social distancing

This Social Security session will outline the eligibility requirements a client must satisfy to receive the most common types of Social Security payments and strategies to help you legally maximise your clients rate of payment.

Webinar

09 Aug 2020

Professional Planner Best Practice Forum

Watch BT's Bryan Ashenden, Head of Financial Literacy and Advocacy, take part in a panel on Ethics for Advisers.

Webinar

09 Aug 2020

How advisers have adapted to COVID-19

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.

Webinar

09 Aug 2020

Keeping up with the regulators

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.

Webinar

09 Aug 2020

Getting an SMSF Investment Strategy right

In this webinar we explore the elements of drafting a compliant SMSF investment strategy using recent regulator insights to guide the discussion.

Webinar

16 Jul 2020

Employment termination in the time of COVID-19

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.

Webinar

23 Jun 2020

Professional Planner Licensee Digital Summit

Watch BT Financial’s Bryan Ashenden, Head of Financial Literacy and Advocacy, moderating a panel on FASEA’s next phase: insights and Q&As.

Webinar

17 Jun 2020

How will the latest Government stimulus package impact you and 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.

Webinar

08 Jun 2020

Starting a new financial year

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.

Webinar

22 May 2020

Slipstream Coaching Webinar Series 3

Thriving advice businesses focus not just on the quality of advice they give, but on the efficiency of producing it. Slipstream calls this "The Factory" and they believe, like many others in the industry that there is nothing better than seeing a Factory that really hums!

Webinar

20 May 2020

Quantifying the benefits of managed accounts

BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a Philo Capital Advisors webinar on quantifying the benefits of managed accounts.

Webinar

20 May 2020

Slipstream Coaching Webinar Series 2

Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.

Webinar

20 Apr 2020

Slipstream Coaching Webinar Series 1

Slipstream recognises that Financial Advisers have had a very tough time since 2007 and now feel advisers are well poised to survive and thrive from the current disruption.

Webinar

20 Apr 2020

State Street SPDR ETFs Webinar

BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a State Street SPDR ETFs event on Trends in Managed Accounts 2020.

Webinar

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Upcoming webinars

From 06 October to 26 November 2020

04 November 2020

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

Latest BT webinars

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