Events & webinars

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.

Centrelink’s pension loans scheme (PLS) allows older property owning Australians to receive a tax free payment each fortnight to help supplement their retirement income. For many, the PLS may be more favourable alternative to a reverse mortgage, or reducing their expenditure.

BT and Lumiant have teamed up to create a Specialist Webinar Series that is focused on leveraging best practice ideas and insights to deliver the world’s best client experience.

October 2021 will bring a number of regulatory changes to advisers and advice practices, from the implementation of the DDO regime through to breach reporting obligations and dispute resolution processes.

A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way.

This session outlines various super, tax and Social Security rules relevant to clients who have a change to their residency status, and identifies potential advice opportunities.

This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.

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

From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC. In this session we will explore what the changes will be, how this will impact the advice landscape and what we know or foresee about the FSCP. This session will also provide a timely update on other advice policy regulatory developments.

This presentation will focus on; strategies that are available to an increased SMSF membership, administrative issues to consider and the pros & cons of existing SMSFs increasing their membership.

This session will explore the regulatory landscape as it currently stands and what remains in train for the rest of 2021.This webinar will be accredited with CPD by the FPA.

In this panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice.

This webinar series is designed to draw on Slipstream expertise in working with advice firms to grow revenue, maximise profit, boost team engagement and help you run an improved version of your business. This is the third instalment of our BT Slipstream Specialist series.

In this session we will look at how to apply the myriad of rules to work out the cap available and ensure it is not exceeded.

During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth.

With the use of examples to illustrate, Bryan Ashenden will present some ethical situations for consideration and explore what options could be considered.

Please join us for our upcoming BT Slipsteam event with Sharon McClafferty, CEO of Slipstream Coaching. This is the second part of our series and will focus on "Project Uplift" strategies.

The indexation of superannuation caps and thresholds is usually a mundane affair, however the nature of the 1 July 2021 changes will result in impacts we have never previously seen!

This session we will discuss what are the important changes that we should plan for over the balance of the financial year, and what action should to be taken before 1 July, and what can (or should) wait until post 30 June.