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)

Tech Know - A Budget wish list?

With the 2021 Federal Budget just around the corner, we sat down with Peter Burgess, Deputy CEO and Director of Policy and Education from the SMSF Association to discuss a number of proposals put forw...

4 Touko 202119min

Tech Know - What are the recent changes to social security payments?

Several temporary Covid-19 social security measures were amended at the end of March. Many have ended, some were adjusted, and we will look at these changes in detail. Disclaimer: The podcasts are f...

29 Huhti 202110min

Tech Know - What could the future of advice look like?

This week the Financial Services Council released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the ...

22 Huhti 202113min

Tech Know - Is a fixed term better than an on-going fee arrangement?

With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fix...

16 Huhti 20217min

Tech Know - Planning for year end before it’s too late

As 30 June approaches, in this podcast we discuss end of financial year advice opportunities, particularly those unique to 2020/21 Disclaimer: The podcasts are for adviser use only. They must not be ...

9 Huhti 202114min

Tech Know - Annual consent is about more than a “yes”

With the annual consent finalised in Parliament, ASIC has now released legislative instruments to provide further detail as well as a Report responding to consultation on the measures. In this podcas...

2 Huhti 20217min

Tech Know - How to advise clients in times of pending indexation and proposed legislative change?

As we move closer toward the end of the financial year, in this podcast we discuss the ongoing proposed change to the bring-forward rule, plus indexation of contribution caps. Disclaimer: The podcast...

26 Maalis 20219min

Tech Know - The opportunity for more advice

Recent exam results from FASEA have shown there are a large number of advisers still to successfully pass the FASEA exam, but there is still time to make it. And given the current environment, the op...

19 Maalis 20216min