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(210)

Tech Know - SMSF Investment Strategy

Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure th...

5 Touko 20228min

Tech Know - It’s time to cast your vote

No hidden immunity idols. No immunity challenges. It’s time to vote. Whilst it may not be great TV, the 2022 Federal election has been called and in this reality series, there can be only one ultima...

14 Huhti 20228min

Tech Know - RICher outcomes from super changes

Earlier this year Legislation giving effect to the Retirement Income Covenant passed the Parliament. The covenant will require trustees to have a retirement income strategy that outlines how they pla...

7 Huhti 202229min

Invest Talk with Travis Grant, Nabil Hanano & Adam Deering

In this episode, Travis Grant is joined by Nabil Hanano (T.Rowe Price) and Adam Deering (BT Investment Team) to discuss the challenges navigating global equities markets during increased levels of vol...

30 Maalis 202225min

TechKnow - Clarifying the boundaries of advice

ASIC recently released information concerning possible actions of finfluencers that could stray into the provision of advice. In this podcast, we look at ASIC comments and what it also means for auth...

25 Maalis 20225min

TechKnow - A quality review, but what’s in and what’s out?

Recently the Government finalised the Terms of Reference for the 2022 Quality of Advice Review, and announced who would be chairing the review. Whilst the included items in the Terms of Reference are...

16 Maalis 20227min

Tech Know with Sarah Conte - One giant leap needed for women

As we celebrate International Women’s day, a day that recognises not only how far we have come toward gender equality, but also how far we have to go, it’s essential we consider how finances play a pa...

8 Maalis 202228min

Tech Know - Getting the down-low on downsizer contributions.

Using the downsizer contribution strategy can give clients a significant boost in their retirement savings. But meeting the right criteria is important as otherwise it can lead to excess contribution...

2 Maalis 202214min