Skip navigation BT logo
Skip navigation
  • Home
  • Professional
  • Personal
  • About BT
  • Contact Us
  • Support
  • Login
BT logo
Login
  • BT Academy
    BT Academy
    BT Academy provides access to the latest ideas, trends and reports to help you realise new opportunities and assist with supporting your practice.
    News & insights
    • Regulatory & technical updates
    • Investment partner insights
    Practice management
    • Client engagement resources
    • Cyber and financial crime
    • Managing your business
    • Digital opportunities for advisers
    Strategies & technical resources
    • Private markets
    • Investing
    • Insurance
    • Retirement
    • Super & SMSF
    • Quality of Advice Review
    Training & events
    • BT Technical Services team
    • BT Panorama training
    • Events & webinars
    • Striver sponsorship
    • BT Learning Lab series
  • BT Panorama
    BT Panorama
    BT platforms provide one place to manage your clients' investments, SMSFs, super and insurance, supporting you and your clients to manage their wealth.
    BT Panorama
    • BT Panorama user hub
    • For advisers
    • For accountants
    • For advised investors
    • Steps for changing AFSL
    • Customer stories
  • Products
    Products
    Comprehensive and flexible wealth management solutions for your clients in the areas of investing, SMSF and super.
    Managed accounts
    • Managed Portfolios (SMA)
    • Managed Portfolios (SMA) - CoreSeries
    • Tailored Portfolios (MDA)
    • Adviser Portfolios
    • Investment managers
    Super & Retirement
    • BT Panorama Super
    • BT Panorama SMSF
    • Retirement solutions
    Investments
    • BT Panorama Investments
    • Available investments on BT Panorama
    • Challenger annuities via Asset Administrator
    • Challenger annuities via BT Panorama
    • Margin lending
    • Wholesale Plus Funds
    • BT Private Portfolio
    • BT Wellington Global Opportunistic Value Fund
  • Support resources
    Support resources
    Access forms & disclosures and learn more from our educational resources and webinars
    BT Panorama user hub
    • BT Panorama platform hints and tips
    Resources
    • Forms & disclosure
    • Target Market Determinations
    • Asgard EOFY
    • BT Panorama EOFY
    • FinCrime Prevention
    Prices & performance
    • Buy-sell spreads
    • Distributions
    • Investment cash interest rates
    • Performance figures
    • Unit prices
    Tools & calculators
  • Contact Us
  • Support
  • Home
  • Professional
  • Personal
  • About BT

The following form allows you to search all of BT.

    We use cookies for security purposes, to improve your experience on our site and tailor content for you. Our Privacy Statement explains how we use cookies.

    1. BT Academy
    2. Training & events
    3. Events & webinars
    BT Academy Training & events Events & webinars

    Webinar: Project Uplift

    27 May 2021
    Webinar

    Information for advice professionals only.

    BT and Slipstream Coaching have teamed up to create a Specialist Webinar Series that is focused on delivering best practice ideas and insights to support the needs of your practice. The 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. 

    Please join us for our second BT Slipstream series event; Project Uplift™ on Thursday, 27 May 2021 at 11:00am (AEST) with Sharon McClafferty, CEO of Slipstream Coaching. 

    Project Uplift™is a proven process to bolster your bottom line and ensure you get paid what you are worth. 

    • How to diagnose if there is a pricing issue in your business.
    • Prework necessary to update the fees for current clients.
    • Tips to implementing a new pricing policy.
    • How to explain the new fee to a client.
    • Case studies of financial planning firms who have successfully implemented a pricing uplift across their entire client base.

    This webinar has been accredited with CPD by the FPA.

    Watch now

    Take the next steps

    • Explore BT Panorama
      Increase efficiency and client value with online consent, our award winning mobile app and more.

    • Stay up to date with our podcasts

    • We're here to help
      Speak to a BDM or 
      call 1300 784 207

    Facebook
    Facebook--active
    Twitter
    Twitter--active
    LinkedIn
    LinkedIn--active
    email
    email--active
    Time for the roller coaster?

    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.
    We­bi­nar
    Limiting the LRBA

    Webinar: SMSFs - Limiting the LRBA?

    This webinar outlines 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.

    We­bi­nar
    Successful budget outcome

    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.
    We­bi­nar

    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.

    BT Financial Group Logo
    • BT Academy
    • BT Panorama
    • Products
    • Support resources
    • About BT
    • PDS
    • Privacy Policy
    • Terms & Conditions
    • Accessibility
    • SPINs, USIs, ABNs
    • Contact us
    • Feedback and Complaints
    BT Financial LinkedIn BT financial YouTube

    The in­for­ma­tion on this web­site is pro­vided for the use of fi­nan­cial ser­vices pro­fes­sion­als only.

    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation