2024 upcoming webinars 

We're happy to share that our BT Learning Lab webinar series is back for 2024 with a number of exciting topics and speakers locked in over the coming months.

Join us for our next Learning Lab webinar, where we’ll share our top tips to ensure your business efficiently navigates successfully through the End of Financial Year period.  

What we’ll cover: 

  • Transaction cut-off dates – Learn about the cut-off times which apply to contributions, in specie asset transfers, other transfers such as transfers between superannuation phases, investment orders, new applications and pension resets.

  • Pension readiness for July/August – To avoid potential liquidity issues for clients expecting pension and other payments in July and August, we’ll take you through reviewing your clients’ cash balances, and considerations for topping up cash in the lead up to financial year end.

  • Contributions & Reporting – we’ll explore BT Panorama’s business level contributions summary reporting to help you keep track of your clients’ concessional and non-concessional contributions, as well as tips for submitting contributions and lodging any tax deduction notices for the financial year.

This training session will be conducted by BT’s Training and Capability team, professionals with extensive knowledge and practical experience in the fields of support and implementation.  

Event details:
Date: Tuesday 30 April 2024
Time: 12:00pm AEST
Register now

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Learning lab

End of Financial Year Preparation - Setting you up for Success

Tuesday, April 30, 2024