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Showing 1 - 3 of 3 results for "BTFG Advice"

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... under the main residence exemption, your property meets the main residence criteria for a downsizer contribution," BTFG Advice technical consultant Tim Howard said. "Given there is some complexity involved in determining eligibility and applying this ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial advisers ...

BTFG working to improve culture, ethics

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2017
... whether it's being courageous with a manager or changing how they conduct a client meeting. Our congratulations to the BTFG Advice team for prioritising ethics. We applaud their initiative," St John said. "Ethics are our most effective watchdog. The ...
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