BT Academy

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge. The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(210)

TechKnow - BT Learning Lab series

The downsizer contribution strategy has been available since 1 July 2018, and can provide another avenue for clients to boost their retirement savings. While eligibility criteria have mostly remained ...

25 Elo 202314min

HerAdvice: Episode 1 – Embracing Diversity In Financial Advice

A 5-part podcast series that asks leaders in the industry how they see the future of advice. In this, our first episode, Tara Sutton, Head of Account Management at BT, speaks with Julia Newbould, mana...

17 Elo 202316min

TechKnow - Claiming personal contributions as a tax deduction

This podcast outlines the requirements that must be satisfied for a client to claim a personal super contribution as a deduction including tips and common traps. Disclaimer: The podcasts are for adv...

9 Elo 20238min

TEchKnow - Revisiting recontribution realities

Before 2007, recontribution strategies were common for retirement planning tax efficiencies. Since then, they have been used less frequently for estate planning purposes. In this podcast we revisit th...

31 Heinä 20238min

TechKnow - Centrelink rate update

This podcast will touch on the recent indexation of various social security thresholds that took effect from 1 July 2023 and the potential benefits this may provide to your clients. Disclaimer: The ...

13 Heinä 202314min

TechKnow - Personal Injury payments and superannuation

n the unfortunate event your client suffers a personal injury resulting in compensation, a structured settlement, or simply insurance through their super fund, opportunities exist to use superannuatio...

28 Kesä 20239min

TechKnow - What does the Government’s QAR response mean?

On 13 June 2023, the Federal Government formally responded to the Final Report of the Quality of Advice Review. In this podcast, we look at the Government’s response and what this means for advisers a...

16 Kesä 202313min

TechKnow - Topical adviser technical enquiries

This podcast addresses four questions recently asked by advisers to the technical hotline. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any in...

31 Touko 20239min