The following form allows you to search all of BT.

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

    Are carry forward concessional contributions the most versatile superannuation contributions strategy?

    Webinar

    Information for advice professionals only.

    From 1 July 2021, for many clients who are eligible strategies involving carry forward concessional contributions have become more tax effective.

    This webinar will;

    • Outline the eligibility requirements to utilise carry forward concessional contributions, 
    • Demonstrate how to quantify the potential benefit of the strategy and traps to avoid, 
    • Via use of case studies identify which types of clients are most likely to benefit from this strategy.

    This session will be CPD accredited. 

    (Episode 39)

    CPD ASIC Areas

    ASIC Superannuation = 1.00

    CPD FASEA Areas

    FASEA Technical Competence = 1.00 

    Watch now

    Take the next steps

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

    hoping for the best
    20 Oct 2021

    Hoping for the best but expecting the worst

    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
    pension loans scheme
    06 Oct 2021

    Pension Loans Scheme

    Centrelink’s pension loans scheme (PLS) allows older property owning Australians to receive a tax free payment each fortnight to help supplement their retirement income. For many, the PLS may be more favourable alternative to a reverse mortgage, or reducing their expenditure.
    We­bi­nar
    the great reset
    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.
    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.