UK Study Tour - 3 - Home Grown Talent
BT Academy14 Des 2023

UK Study Tour - 3 - Home Grown Talent

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: While some firms expand via acquisition, others do it more organically, through networking, connecting with professional introducers and centres of influences. Tara shares learning on a few education programs from the UK. Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.

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Episoder(210)

Five unanswered questions on the biggest tax changes in decades

Five unanswered questions on the biggest tax changes in decades

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19 Aug 14min

TechKnow - These are taxing times

TechKnow - These are taxing times

More than two months after being announced in this year’s Federal Budget, tax changes continue to be the focus of many conversations in the financial advice industry. In this episode of TechKnow, host...

22 Jul 24min

TechKnow - What a super budget

TechKnow - What a super budget

In this episode of TechKnow, Bryan Ashenden unpacks the 2026–27 Federal Budget and explains why, despite limited direct changes, it may still be considered a ‘super Budget’ for superannuation. Bryan e...

15 Jun 19min

Tech Know - AML/CTF reforms – what to expect

Tech Know - AML/CTF reforms – what to expect

In this episode, host Bryan Ashenden is joined by Keddie Waller, Policy Manager from the SMSF Association to unpack the upcoming Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) reforms...

16 Apr 32min

TechKnow - Looking ahead in 2026 – part 2

TechKnow - Looking ahead in 2026 – part 2

In part 2 of the TechKnow podcast on the regulatory change agenda for 2026, Bryan Ashenden, Head of Financial Literacy and Advocacy, BT Financial Group, and Blake Briggs, CEO of the Financial Services...

12 Mar 26min

Techknow - Looking ahead in 2026 – part 1

Techknow - Looking ahead in 2026 – part 1

In this first TechKnow podcast of 2026, Bryan Ashenden is joined by Blake Briggs, CEO of the Financial Services Council to discuss the regulatory and policy developments shaping the year ahead for adv...

18 Feb 25min

TechKnow - 2025 wrap up – navigating an evolving advice landscape

TechKnow - 2025 wrap up – navigating an evolving advice landscape

In this final TechKnow podcast for 2025, Bryan Ashenden is joined by the rest of the BT Technical Services team – Tim Howard, Matt Manning, and Michael Tran – to reflect on a year of significant regul...

9 Des 202533min

TechKnow - Are you ready for aged care reforms?

TechKnow - Are you ready for aged care reforms?

In this month’s episode of TechKnow, Michael Tran from the BT Technical Services Team is joined by Lisa Haley, Senior Financial Adviser at Apt Wealth Partners to delve into the most significant aged c...

19 Nov 202533min

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