
TechKnow - Consultation paves the way for experienced advisers
Recently the Government released draft legislation for consultation that seeks to recognise the experience of eligible existing financial advisers as equivalent to tertiary study requirements. In this...
26 Apr 20237min

TechKnow - Legislative update 6 April 2023
In March, parliament completed the last sittings before the May budget. This podcast will summarise the impending changes to the government Paid Parental Leave scheme and touch on the recent indexatio...
6 Apr 202313min

TechKnow - A Promoter and a Finfluencer walk into a bar
Recently the ATO released new guidance highlighting the promotion of schemes that encourage the establishment of a SMSF for the purposes of accessing members funds before the members have met a supera...
30 Mar 202314min

TechKnow - The Experience Pathway and Legacy Pensions on the mind of advisers
The Experience Pathway and relief for Legacy Pensions continue to be on the mind of advisers, but with no confirmed progress (as yet) ongoing guidance indicates we may receive some certainty this year...
23 Mar 20237min

Tony Vikram, Principal Financial Adviser, Affinity Private Advisors on Invesco
Lessons from the BT US study tour In this podcast, Tony Vikram, Principal Financial Adviser, Affinity Private Advisors, talks about his favourite session by Invesco to help improve client conversatio...
8 Mar 20232min

Steve Fort, Head of Advice, Invest Blue on Amazon and Blackrock.
Lessons from the BT US study tour In this podcast, Steve Fort, Head of Adviceat Invest Blue, reflects on the things he learned from the Amazon Web Services and Blackrock visits. Disclaimer: The co...
8 Mar 20232min

Stephen Furness, Director, MGD Wealth on Morgan Stanley
Lessons from the BT US study tour In this podcast, Stephen Furness, Director at MGD Wealth, chats about the conversations he had with people at the Morgan Stanley group as well as the things he learn...
8 Mar 20232min

Pat Duke, Director and Principal Adviser, Integral Private on Amazon and Blackrock
Lessons from the BT US study tour In this podcast, Pat Duke, Director and Principal Adviser from Integral Private Wealth, shares some key takeaways from his time at New York Stock Exchange, Amazon We...
8 Mar 20232min




















