All Articles tagged with 'tax statements'

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BT Wrap proves financial year winner

From BT Financial Group

BT Wrap has achieved another first – this time being the first major Australian platform to deliver 100 per cent of investors’ Wrap Tax Statements [and SuperWrap Annual Statements] for

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16 Oct 2012

BT Wrap launches new online tool

From BT Financial Group

Building on BT Wrap’s efficient and seamless processes for delivering end of year statements, financial advisers now have access to a new online tool which generates an estimated release date

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26 Jul 2012

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]