BT Learning Lab series

Webinar details:

Title: BT Learning Lab webinar - Death benefits from super - as easy as BDBN?
When: 12:00 PM, September 2, 2025

Superannuation death benefit planning is crucial. Because super can be distributed separately from the estate, thoughtful planning can help to ensure your clients’ benefits end up in the right hands.

With the upcoming launch of SIS binding death benefit nominations on BT Panorama, in this BT Learning Lab session, we'll walk through how this new option will work and how to implement this option for your clients from 1 October 2025.

Our Technical team explores the options available on BT Panorama in detail - binding death benefit nominations, non-lapsing nominations, trustee discretion, no nomination at all and for pension accounts, reversionary. We'll go through the potential advantages and disadvantages of each and share case studies to highlight when each option might suit particular circumstances.

Webinar details:

Title: Future in focus: understanding BT Panorama's new menu and pricing
When: 12:00 PM, September 16, 2025

BT Panorama is evolving. From 1 October, we’re introducing a range of changes designed to give you and your clients more choice, greater value, and improved flexibility.

Please join us for our upcoming Learning Lab webinar on 16 September, where we’ll walk you through the key changes and how they can support your advice process and client outcomes.

We will cover:

• Our new Focus Menu – Learn about our new low-cost investment menu designed to meet the needs of cost-conscious clients while maintaining quality and choice.
• Pricing changes – Understand the upcoming pricing updates across BT Panorama and how they may benefit your clients.
• Compact Menu expansion – Discover the broader range of managed accounts being added to our Compact Menu, offering more flexibility and investment options.