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    Upcoming webinars
     

    Preparing for a successful Budget outcome

    21 April 2021

    We all know and tell our clients that the key to a successful budget is preparation. Knowing what is coming and what is achievable. It's no different when it comes to the 2021 Federal Budget.
    In this session we will explore items that could have an impact on budgeting for clients, as well as for your own businesses by reviewing the status of prior Budget announcements, the current regulatory and legislative environment, as well as some of the potential changes that could be announced in the 2021 Federal Budget on 11 May 2021.

    Register now
     

    BT Technical Webinar - 'Understanding what consent actually means'

    22 April 2021

    With the legislated commencement of the annual consent measures not far away, this session is designed to assist you in understanding what the legislated requirements are and how they can then be applied in practice.  

    This webinar will be accredited with CPD by the FPA.

    Register now
     

    BT Federal Budget Webinar

    12 May 2021

    Whilst it may be a return to the normal timeslot for the Federal Budget in 2021, it may not be a normal Budget.  With the release of the Retirement Income Review in late 2020, the end of COVID-19 stimulus measures in March 2021 (but not necessarily the end of the economic impact), and the last Budget before the next Federal election, this year’s Federal Budget is expected to contain a number of significant announcements.

    Join us for a special de-briefing the day after the 2021 Federal Budget as we dissect what it contains and the wealth impacts for clients, financial advisers and advice businesses.

    We will be hosting two webinars on the 12th May, please register below for the time which best suits your schedule. (Please note - both webinars will cover the same content).

    Federal Budget Webinar 1 - 9:00am - Register now 
    Federal Budget Webinar 2 - 12:00pm - Register now

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    Latest webinars

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    07 Apr 2021

    Webinar: SMSF’s - Limiting the LRBA?

    Many clients establish an SMSF to hold direct property, or to provide them with option to do so in the future. In this session will explore who gearing is suitable for and what alternatives to traditional LRBA’s are available to clients via their SMSF.
    01 Apr 2021

    SMSF’s: the gold standard for more Australians?

    Have SMSF’s become more affordable for more Australians? Find out whether SMSF trustees are getting better value for money or delivering on good returns.
    24 Mar 2021

    Are Transition to Retirement (TtR) Strategies still worthwhile?

    A Transition to Retirement strategy may still be of benefit to many of your clients despite the removal of the tax on earnings arbitrage.
    11 Mar 2021

    Panorama Listed Security Holding Options

    For clients with directly held listed securities, Panorama provides the flexibility to choose how they are held – choose from Nominee, Sponsored HIN holding type (Investment accounts only), or Custodial HIN holding type. This webinar outlines each of the holding types, how and where you can set them up for a client and how the different holding types compare, allowing you to align with the needs of your clients.
    10 Mar 2021

    Centrelink Stimulus Measures get the COVID vaccine – What could this mean for your clients?

    This webinar explores the expected indexation of some social security payments on 20 March, with the end of March seeing the conclusion of many of these measures. Whilst the Government may make an announcement before they cease, it is timely to review what may end to assist you in discussions with your clients.
    25 Feb 2021

    Panorama's Cash Investment Strategy

    Panorama's cash investment strategy allows you to set up and maintain automatic investing for clients, with surplus cash invested into specific managed investments they hold. This webinar will outline how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
    24 Feb 2021

    Can Incremental Changes Provide Super Opportunities?

    In this session we will explore the impact that the incremental impacts on caps has on advice strategies and important considerations on timing.
    11 Feb 2021

    The ABC of sustainable investing - making ESG work for your advice practice

    Join us for a discussion covering the growth and performance of ESG investing. The video covers the growth in sustainable investing, performance, different types of investing and how to integrate ESG investing into advice businesses.
    10 Feb 2021

    Understanding Excess Contributions

    In this session we review what happens if your client exceeds their contribution caps, as well as considering excess issues in light of a clients TSB, TBC and Division 293 tax. This webinar is accredited with CPD by the FPA.
    03 Feb 2021

    Webinar: Why Annual Consent matters

    Legislation introduced to Parliament at the end of 2020 will give effect to the Royal Commission recommendations on the need for annual consent from clients to fees paid from platforms and products. With a 1 July 2021 commencement, this sessions will discuss the requirements under these measures from a super v non-super perspective, upfront and on-going fee arrangements, and a FASEA Code of Ethics overlay. This webinar will be accredited with CPD by the FPA.
    27 Jan 2021

    What have the Romans ever done for us? A financial advice overview of the small business CGT concessions.

    CGT concessions present a number of advice opportunities to minimise tax and contribute funds to super following the sale of a small business. This strategy based session will use cast studies.
    16 Dec 2020

    State of the Nation (Technically Speaking)

    Not to overuse the clichés in a year like no other, but wow, haven't we faced some unprecedented times in 2020?
    02 Dec 2020

    Investment Bonds - A useful structure, or smoke and mirrors?

    With the trend of reducing contribution caps and increased uncertainly as to the future direction of the superannuation system, more clients are considering alternate taxation structures such as investment bonds to invest their funds or complement their superannuation investments.
    30 Nov 2020

    Webinars: BT Panorama training

    We hosted a number of BT Panorama training webinars to provide you with the opportunity to learn more about how you can use BT Panorama's breadth of features and functionality.
    18 Nov 2020

    Slipstream coaching: Pricing for value webinar

    This webinar looks at how to price your service by clearly breaking your proposition into an intangible service and a tangible service. Clients are prepared to pay for deliverables, but are they prepared to pay for our intellectual property?
    18 Nov 2020

    Slipstream coaching: Building a multidisciplinary business webinar

    Growth strategy or nightmare? The one-stop-shop has been around for many years, but many firms fail to capitalise on the benefits of a multi-disciplined approach.
    18 Nov 2020

    What the US election outcome may mean for Australian investors?

    Find out what the US Presidential election outcome may mean for different sectors of the economy and how that may drive investment opportunities and outcomes into the future.
    04 Nov 2020

    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.
    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.
    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.
    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.
    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.
    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.
    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.
    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.
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