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

20 October 2021

Hoping for the best but expecting the worst – Residential aged care means test and case studies

Revisiting the various aged care fees
Analysing the aged care means test and its multiple uses
Reviewing the potential benefits and traps of the low means status
Examining concessional means test treatment particular assets/income including annuities and grandfathered account based pensions

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28 Sep 2021

BT & Lumiant Partnered Event: The Great Reset

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.

22 Sep 2021

Are there wholesale changes coming to advice?

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.

08 Sep 2021

Understanding Contributions

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.

25 Aug 2021

I now call Australia home... Super, Tax and Social Security Rules

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.

11 Aug 2021

I want my cake, and I'd like it calorie (tax) free - superannuation conditions of release

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.

28 Jul 2021

Webinar: 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.

22 Jul 2021

Webinar: 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.

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.

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