BT Academy

In the unfortunate event your client suffers a personal injury resulting in compensation, a structured settlement, or simply insurance through their fund, opportunities exist to use superannuation to manage the proceeds in an effective way. Join Tim Howard as he covers the key considerations around these payments. Register now: https://lnkd.in/gwTgssCE #BTAcademy #Financialadviser #Webinar

In mid-September, major aged care reforms were introduced into parliament. In this podcast, Michael Tran will summarise the impending changes to residential aged care fees. Listen now - https://lnkd.in/gMDiZJyt #BTAcademy #Financialadvisers #Podcast #Agecare

We’re excited to share that BT is a finalist for the IFA Excellence Awards 2024 for “Training and Education Partner of the Year”. Our BT Technical Services team, led by Bryan Ashenden, are continuously providing insights and support to our financial adviser community, recently celebrating their 100th episode of BT Academy. Stay connected with the latest technical and regulatory updates, with our fortnightly BT Academy webinars and the TechKnow podcast series – https://lnkd.in/gUejEWr ifa (Independent Financial Adviser) BT Bryan Ashenden Sarah Conte Tim Howard Matt Manning Michael Tran

In our latest BT Academy webinar, Bryan Ashenden explores a range of ethical considerations, from powers of attorney to financial abuse, to working with other professionals and privacy implications. Watch now: https://lnkd.in/gan_zPpi #BTAcademy #FinancialAdvisers #Ethics #Watchondemand

Practices that have thrived with us during BT Panorama’s 10 years is something we’re especially proud of. We meet Michael Hutton of HLB Mann Judd as he reflects on 25 years in wealth management and how BT Panorama is helping their wealth management division to embrace big-picture thinking and lead the way in client service. Read more: https://lnkd.in/gX8J3Hdy #BTAcademy #WealthManagement #FinancialAdviser

In this episode of HerAdvice, Tara Sutton, State Director at BT chats with Tess Uncle, Director of Wybenga Financial about how she supports mid-life female clients as they navigate career building and generational family pressures. Listen now - https://lnkd.in/gsuThfbh #financialadvice #podcast #womeninfinance

In our latest TechKnow podcast, Matt Manning answers your top four questions on superannuation death benefits. He’ll explore the fundamentals, plus some nuances around who can receive a super death benefit, the tax implications and some available strategies. Listen now - https://lnkd.in/gGcpKB4n

In this session, Matt Manning will cover the tips, traps and considerations for the various options available to clients who have, or are considering, using their SMSF to invest in property. Register now: https://lnkd.in/gV2T_pvh #BTAcademy #WealthManagement #FinancialAdviser #SMSF

We’re celebrating 10 years of BT Panorama with advice practices sharing their stories. We sat down with Strategy First's Leah Steele to learn why client service is an art form – and how BT Panorama is helping them turn financial dreams into reality. Read more: https://lnkd.in/gBhBeTTt #BTAcademy #WealthManagement #FinancialAdviser

Introducing our new thought leadership series, Diversify. This series aims to empower Australian financial advisers with practical insights into private markets. In our inaugural podcast, Matt Harvey, CFA sits down with Cameron Joyce, Head of Research Insights at Preqin, to discuss key trends in private wealth. Listen now: https://lnkd.in/g8pupDJR #WealthManagement #PrivateMarkets #BTAcademy #FinancialAdviser