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    Upcoming webinars
     

    22 July 2021

    Preparing for the future

    The pace of change within the advice industry has never been more rapid and BT is committed to supporting you through this change. We are delighted to personally invite your advisers to attend our webinar, hosted by Chris Mather, BT Head of Distribution. This webinar will be focused on:

    • Key trends and industry thematics: Outlining the key themes that are likely to shape the change within the industry.
    • Digitising your business: The importance of embracing technology to deliver scalable and cost-efficient advice services.
    • BT Panorama: How our contemporary platform can support the future needs of modern advice practices.
    • Help & Support: How BT can help you navigate the ever-changing technical and regulatory environment.

    Wednesday 22nd July 2021 - Register now

    28 July 2021

    Did ya FASEA it coming?

    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.

    Wednesday 28th July 2021 - CPD Accredited - Register now

    6 August 2021

    Superannuation Advice & Safe Harbour

    One of the key obligations under Best Interest and the Safe harbour steps is for advisers to demonstrate they have “conducted a reasonable investigation into the financial products that might achieve the objectives and meet the needs of the client that would reasonably be considered as relevant to advice on that subject matter.” In this session, Neil Sparks, National Manager SMSF Strategy from the BT Technical team will analyse the various considerations when it comes to assessing superannuation funds with a specific focus on the impact of tax on Superannuation benefits. This webinar will be accredited with CPD by the FPA.

    Friday 6th August 2021 - CPD Accredited - Register now

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    Latest webinars

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    14 Jul 2021

    Webinar: Does Kevin Bacon need an SMSF?

    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.
    30 Jun 2021

    Webinar: Woah we're halfway there, woah livin’ on a (regulatory landscape) prayer

    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.
    24 Jun 2021

    Webinar: Captains of the Industry

    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.
    17 Jun 2021

    Webinar: BT & Slipstream Present Proactively fostering client referrals

    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.
    16 Jun 2021

    Webinar: I've got a concession to make | Contribution Cap Indexation

    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.
    10 Jun 2021

    Webinar: How to build the perfect investment governance framework

    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.
    03 Jun 2021

    Webinar: When you need to apply the FASEA code of Ethics standards in isolation

    With the use of examples to illustrate, Bryan Ashenden will present some ethical situations for consideration and explore what options could be considered.
    27 May 2021

    Webinar: Project Uplift

    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.
    26 May 2021

    Webinar: Who would've thunk it? 1 July 2021 Superannuation changes

    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!
    19 May 2021

    If the answer is 42, what is the question? I EOFY planning

    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.
    12 May 2021

    BT Federal Budget Webinar

    Whilst it may be a return to the normal time slot for the Federal Budget in 2021, it may not be a normal Budget.
    05 May 2021

    Webinar: Gearing - Is it time to jump back on the roller-coaster?

    With interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
    22 Apr 2021

    Webinar: Understanding what consent actually means

    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.
    21 Apr 2021

    Webinar: Preparing for a successful Budget outcome

    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.
    20 Apr 2021

    Webinar: Discover your hidden capacity

    This session is the first of the three part series where Sharon McClafferty, CEO of Slipstream Coaching will demonstrate 6 steps to creating and increasing capacity and offer tools that you can use to implement in your practice.
    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.
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