From our Corporate Partners
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.
BT Presents | How to build the perfect investment governance framework
(webinar format) During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth. Watch now
BT & Barron’s Present | Captains of the Industry
In this Barron’s panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice. Watch Now
From our Corporate Partners
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.
BT Presents | How to build the perfect investment governance framework
(webinar format) During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth. Watch now
BT & Barron’s Present | Captains of the Industry
In this Barron’s panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice. Watch Now