From our Corporate Partners
Episode 31 | Did ya FASEA it coming?
Wednesday 28th July 2021 – Register Now! – CPD Accredited
From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC. In this session we will explore what the changes will be, how this will impact the advice landscape and what we know or foresee about the FSCP. This session will also provide a timely update on other advice policy regulatory developments.
BT Presents | Preparing for the Future
Wednesday 22nd July 2021 – Register Now!
The pace of change within the advice industry has never been more rapid and BT is committed to supporting you through this change. We are delighted to personally invite your advisers to attend a 45 minute webinar, hosted by Chris Mather, BT Head of Distribution. This webinar will be focused on:
- Key trends and industry thematics: Outlining the key themes that are likely to shape the change within the industry.
- Digitising your business: The importance of embracing technology to deliver scalable and cost-efficient advice services.
- BT Panorama: How our contemporary platform can support the future needs of modern advice practices.
- Help & Support: How BT can help you navigate the ever-changing technical and regulatory environment.
BT Presents | Superannuation Advice & Safe Harbour
Friday 6th August, 2021 at 12:00pm – Register Now! – CPD Accredited
One of the key obligations under Best Interest and the Safe harbour steps is for advisers to demonstrate they have “conducted a reasonable investigation into the financial products that might achieve the objectives and meet the needs of the client that would reasonably be considered as relevant to advice on that subject matter.” In this session, Neil Sparks, National Manager SMSF Strategy from the BT Technical team will analyse the various considerations when it comes to assessing superannuation funds with a specific focus on the impact of tax on Superannuation benefits. This webinar will be accredited with CPD by the FPA.
In this Edition
| · A message from Jaime
· The View |
· New Financial Services Reform Bill | · Australian Super – Annual Fee Consent |
From our Corporate Partners
Episode 31 | Did ya FASEA it coming?
Wednesday 28th July 2021 – Register Now! – CPD Accredited
From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC. In this session we will explore what the changes will be, how this will impact the advice landscape and what we know or foresee about the FSCP. This session will also provide a timely update on other advice policy regulatory developments.
BT Presents | Preparing for the Future
Wednesday 22nd July 2021 – Register Now!
The pace of change within the advice industry has never been more rapid and BT is committed to supporting you through this change. We are delighted to personally invite your advisers to attend a 45 minute webinar, hosted by Chris Mather, BT Head of Distribution. This webinar will be focused on:
- Key trends and industry thematics: Outlining the key themes that are likely to shape the change within the industry.
- Digitising your business: The importance of embracing technology to deliver scalable and cost-efficient advice services.
- BT Panorama: How our contemporary platform can support the future needs of modern advice practices.
- Help & Support: How BT can help you navigate the ever-changing technical and regulatory environment.
BT Presents | Superannuation Advice & Safe Harbour
Friday 6th August, 2021 at 12:00pm – Register Now! – CPD Accredited
One of the key obligations under Best Interest and the Safe harbour steps is for advisers to demonstrate they have “conducted a reasonable investigation into the financial products that might achieve the objectives and meet the needs of the client that would reasonably be considered as relevant to advice on that subject matter.” In this session, Neil Sparks, National Manager SMSF Strategy from the BT Technical team will analyse the various considerations when it comes to assessing superannuation funds with a specific focus on the impact of tax on Superannuation benefits. This webinar will be accredited with CPD by the FPA.
In this Edition
| · A message from Jaime
· The View |
· New Financial Services Reform Bill | · Australian Super – Annual Fee Consent |