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.
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.
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.
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
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.
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.
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.
Explore the key EOFY levers which you may need to consider for your clients.
This webinar covered three key areas that have previously yielded substantial results: (1) Client Engagement and Referrals, (2) House Views and Consistency, (3) Efficiencies.
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.
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!
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.