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)

TechKnow - SMSF Residency Tests

Self-managed super fund (SMSFs) must meet numerous rules in order to benefit from the concessional tax treatment of superannuation. One of the most important of these is for an SMSF to satisfy the thr...

25 Helmi 202210min

InvestTalk with Tim Mugglestone and Dr Joanna Nash

In this episode, Tim Mugglestone is joined by Dr Joanna Nash (Realindex) and Martina Yang (BT Investment Solutions) to discuss the benefits that a quantitative strategy can bring to a diversified stra...

23 Helmi 202224min

Tech Know - It all started with a big bang

The 2022 Parliamentary sitting started with a big bang, with the passage of a number of superannuation measures announced in the 2021 Budget. In this podcast, we look at what the changes are and poten...

16 Helmi 20228min

Tech Know - What does love and marriage have to do with financial advice?

Not because it's Valentine's Day, but because there were a number of question raised off the back of a recent BT Academy webinar on love and marriage and financial planning opportunities at that time ...

11 Helmi 202212min

Tech Know - Will 2022 be any different?

With a number of legislative and regulatory reforms, 2022 has the potential to shape as a watershed year for advice. In this podcast, we look at what some of these potential changes are and what they...

6 Helmi 20227min

Invest Talk 18 Jan 2022

In this episode of Invest Talk we discuss the Liquid Alternatives asset class and the role it plays in portfolio construction. Tim Mugglestone is joined by Eu Joe Chan – Portfolio Manager in BT’s Inco...

25 Tammi 202212min

TechKnow - What the dickens is going on?

Two consultation papers have just been released by Treasury around adviser education standards and the quality advice review to be undertaken next year. In this podcast we look at what is proposed un...

17 Joulu 20218min

TechKnow - DINky di approach to directorships

Recently introduced requirements for directors to obtain a Director Identification Number creates important requirements for SMSFs and other corporate entities. In this podcast we explore some of the...

10 Joulu 202113min