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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InvestTalk with Michelle Heinrich, Prasad Patkar and Martina Yang

In this episode, Michelle Heinrich is joined by Prasad Patkar (Platypus Asset Management) and Martina Yang (BT Investment Team) to deep dive our active multi- manager approach to the Australian share ...

21 Syys 202229min

Tech Know - Legislative update

Parliament has returned for the Spring sittings, however due to the passing of Her Late Majesty the timing has been reconfigured. This podcast will summarise some of the measures that are still before...

16 Syys 202212min

Tech Know - Advice review of quality

The Quality of Advice Review has released a consultation paper on potential proposals for changes to the financial services regime related to the provision of financial advice. In this podcast we exp...

9 Syys 202212min

Tech Know - Changes to the Commonwealth Seniors Health Card eligibility

There is a Bill before parliament to increase the income thresholds for the Commonwealth Seniors Health Card eligibility, making it available to more Australians. In this podcast we look at what thes...

2 Syys 20229min

Tech Know - Ethics in Practice

Practicing ethical decision making can help maintain a compliant, honest, transparent and client focussed organisational culture. In this session, we will introduce a 7 step ethical decision making m...

25 Elo 202215min

Tech Know - Granny flats and means testing

When a client is considering establishing a granny flat right or interest in a home, how they create the right or interest will determine whether they are considered a homeowner or non-homeowner, and ...

18 Elo 20227min

Tech Know - Transitioning out of transition – ongoing fee arrangements going forward

As we exit transition and operate under the new rules there will surely be teething issues when it comes to ongoing fee arrangements. In this week’s TECHknow podcast, Sarah Conte discusses the changes...

12 Elo 202222min

InvestTalk with Michelle Heinrich and Corrin Collocott

In this instalment of BT InvestTalk, Michelle Heinrich is joined by Corrin Collocott, Chief investment Officer of BTIS for a deep dive on key macroeconomic developments of FY22 and the impact on BT po...

10 Elo 202222min