Superannuation taxes and death benefit considerations lead advice conversations

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The future of superannuation has been in the spotlight in adviser conversations with clients over the past two quarters. The still unlegislated Division 296 for high super balances continues to

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BT launches ‘Focus’ a low-cost investment menu including global investment manager Vanguard

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BT has announced its new ‘Focus’ investment menu on BT Panorama, leveraging its managed accounts capability, and partnering with global investment manager, Vanguard Investments Australia Ltd. Focus is designed to

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BT partners with Preqin to support adviser demand for education on private markets

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BT has announced a strategic educational partnership with Preqin, a global leader in alternative assets data, tools, and insights. The partnership will provide advisers with comprehensive resources and up-to-date research

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Service emerges as key differentiator for platforms, according to BT Adviser Sentiment Index 2024

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Australian financial advisers surveyed for BT’s annual Adviser Sentiment Index 2024 have ranked customer service in the top three most important attributes for selecting a platform provider.[1] According to the

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Groundbreaking managed account focused on private markets launches on BT Panorama

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BT has launched the Drummond Private Markets Separately Managed Account (SMA) – the first managed account on the BT Panorama platform that is dedicated to private markets. Innovatively structured, the

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BT Panorama managed accounts now exceed 400, diversified and ESG options added

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BT’s managed accounts offering has reached a milestone, with the total number of managed portfolios on BT Panorama pushing past 400, and funds under administration in these products reaching $16

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Surprise rise in property values dominate financial advice conversations on super strategies

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Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing prices up, especially in capital

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Tailored Evergreen managed accounts launch on BT Panorama

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Two managed account product suites managed by Evergreen are now available on BT Panorama, tailored to the needs of two separate advice practices who are seeking efficiency to drive further

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Separation surge, super and pensions: what’s top of mind for advisers

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When clients separate, advisers face an ethics-related question: can they advise one or both? How can advisers manage a conflict of interest? Since the COVID pandemic, BT’s Technical Services team

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Activam launches on BT Panorama, as managed accounts FUA grows by 18%

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BT has announced the launch of the Activam Group managed account on BT Panorama – adding to the 300-plus managed portfolios on BT Panorama.[1] The launch of the new product

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