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.

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Jaksot(208)

TechKnow - Consultation paves the way for experienced advisers

Recently the Government released draft legislation for consultation that seeks to recognise the experience of eligible existing financial advisers as equivalent to tertiary study requirements. In this...

26 Huhti 20237min

TechKnow - Legislative update 6 April 2023

In March, parliament completed the last sittings before the May budget. This podcast will summarise the impending changes to the government Paid Parental Leave scheme and touch on the recent indexatio...

6 Huhti 202313min

TechKnow - A Promoter and a Finfluencer walk into a bar

Recently the ATO released new guidance highlighting the promotion of schemes that encourage the establishment of a SMSF for the purposes of accessing members funds before the members have met a supera...

30 Maalis 202314min

TechKnow - The Experience Pathway and Legacy Pensions on the mind of advisers

The Experience Pathway and relief for Legacy Pensions continue to be on the mind of advisers, but with no confirmed progress (as yet) ongoing guidance indicates we may receive some certainty this year...

23 Maalis 20237min

Tony Vikram, Principal Financial Adviser, Affinity Private Advisors on Invesco

Lessons from the BT US study tour In this podcast, Tony Vikram, Principal Financial Adviser, Affinity Private Advisors, talks about his favourite session by Invesco to help improve client conversatio...

8 Maalis 20232min

Steve Fort, Head of Advice, Invest Blue on Amazon and Blackrock.

Lessons from the BT US study tour In this podcast, Steve Fort, Head of Adviceat Invest Blue, reflects on the things he learned from the Amazon Web Services and Blackrock visits. Disclaimer: The co...

8 Maalis 20232min

Stephen Furness, Director, MGD Wealth on Morgan Stanley

Lessons from the BT US study tour In this podcast, Stephen Furness, Director at MGD Wealth, chats about the conversations he had with people at the Morgan Stanley group as well as the things he learn...

8 Maalis 20232min

Pat Duke, Director and Principal Adviser, Integral Private on Amazon and Blackrock

Lessons from the BT US study tour In this podcast, Pat Duke, Director and Principal Adviser from Integral Private Wealth, shares some key takeaways from his time at New York Stock Exchange, Amazon We...

8 Maalis 20232min