Events & webinars

Get started with our webinar series which could provide you with helpful insights and strategies to support you, your practice and your clients.

Upcoming webinars

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.

12 August 2020

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

Webinar

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

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

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

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.

Article: https://fsc.org.au/news/future-of-advice-bt
Video: https://youtu.be/9HyyEVVQa_c

Webinar

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

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

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.

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Explore the key EOFY levers which you may need to consider for your clients.

Webinar
20 Apr 2020

This webinar covered three key areas that have previously yielded substantial results: (1) Client Engagement and Referrals, (2) House Views and Consistency, (3) Efficiencies. 

Webinar
20 May 2020

Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements. Yet, research has consistently shown that delivering a valued ongoing service is a significant challenge in most advice businesses.

Webinar
23 Jun 2020
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
22 May 2020

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
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 Apr 2020

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.  During this event, platform trends dominating the industry, global managed portfolio trends and current and future use of managed accounts were discussed. 

Webinar