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.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(208)

HerAdvice: Episode 3 – Diversity at the leadership table

In this, our third episode, Tara Sutton, State Director at BT, speaks with Sharon McClafferty CEO Slipstream Group. Sharon's years of experience coaching leaders in the accounting and financial advice...

18 Loka 202323min

TechKnow - Topical adviser technical enquiries

This podcast addresses four questions recently asked by advisers to the technical hotline. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any in...

18 Loka 202312min

TechKnow - Passage cements experience pathway

Legislation to recognise the experience of eligible existing financial advisers as an alternative pathway to meeting the education requirement recently received Royal Assent. In this week’s podcast we...

6 Loka 20237min

TechKnow - Investment Strategies for SMSFs

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. But what do...

20 Syys 20237min

HerAdvice: Episode 2 – The future of advice is bright with guest Jess Harris

In this, our second episode, Tara Sutton, State Director at BT, speaks with Jess Harris, ClientAdviser, Wealth at MGD Wealth. Jess is passionate about Financial Advice and seeing the industry grow and...

12 Syys 202321min

TechKnow - Shhh ... can you keep a secret?

As financial advisers, to provide personal advice to our clients we are required to capture their personal information. With recent data breaches top of mind for many Australians, keeping this data co...

7 Syys 202314min

TechKnow - BT Learning Lab series

The downsizer contribution strategy has been available since 1 July 2018, and can provide another avenue for clients to boost their retirement savings. While eligibility criteria have mostly remained ...

25 Elo 202314min

HerAdvice: Episode 1 – Embracing Diversity In Financial Advice

A 5-part podcast series that asks leaders in the industry how they see the future of advice. In this, our first episode, Tara Sutton, Head of Account Management at BT, speaks with Julia Newbould, mana...

17 Elo 202316min