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 - A wholesale approach for SMSFs

When can an SMSF be classified as a wholesale client? What type of advice can be provided to an SMSF on a wholesale basis? Is it really worth it? In this week’s podcast, we explore these issues in ...

30 Syys 202119min

TechKnow - A week for reflection or preparation(or both)?

In what has been a comparatively quiet week for the financial planning sector, in this podcast we turn our mind to potential opportunities that the future may present, as well as a reminder on impendi...

27 Syys 20216min

Techknow - Super death benefits - direct or via the estate?

This podcast addresses some things to consider when making superannuation death benefit nominations, specifically whether to nominate an individual directly or to have benefits pass on via a person’s ...

17 Syys 202115min

TechKnow - Does changing residency have to be taxing?

When client’s cease or gain Australian tax residency, a number of issues can arise from a taxation and social security perspective. Following on from a recent presentation on this topic, we look in m...

10 Syys 202112min

Techknow - Self managed super-streaming

From 1 October, SMSFs must be ready to use the ATO’s electronic superstream service for all rollovers of benefits into and out of the SMSF. In this podcast, we take a look at what this means, the ben...

2 Syys 202120min

TechKnow – Re-contribution of Covid-19 early release amounts

A potentially overlooked change applied from 1 July 2021 allowing clients to re-contribute their Covid-19 superannuation early release amounts. This podcast looks at the eligibility criteria and the s...

27 Elo 20219min

TechKnow - Time for an advice pandemic

Lockdowns, lock-ups, locked out. Ethics isn’t necessarily a difficult concept, but it is the fact that your decisions get judged by others, who may have a different view, that makes it difficult to me...

20 Elo 20217min

Invest Talk with Corrin Collocott

In this episode Matt Harvey is joined by BT’s CIO, Corrin Collocott. Corrin discusses how his background as an engineer has shaped his investment philosophy. He also reflects on the last 5+ years he...

16 Elo 202113min