
Tech Know - What’s on your mind?
Financial advisers have been seeking clarity from the BT Technical Services team on a range of topics over the last quarter, across superannuation, tax and social security. In this week’s podcast we r...
29 Sep 20229min

Tech Know - More complexity with breach reporting
The new breaching reporting obligations came into effect on 1 October 2021 and it’s safe to say these add an additional layer of complexity given the expanded scope and penalties that apply. In this w...
21 Sep 202223min

InvestTalk with Michelle Heinrich, Prasad Patkar and Martina Yang
In this episode, Michelle Heinrich is joined by Prasad Patkar (Platypus Asset Management) and Martina Yang (BT Investment Team) to deep dive our active multi- manager approach to the Australian share ...
21 Sep 202229min

Tech Know - Legislative update
Parliament has returned for the Spring sittings, however due to the passing of Her Late Majesty the timing has been reconfigured. This podcast will summarise some of the measures that are still before...
16 Sep 202212min

Tech Know - Advice review of quality
The Quality of Advice Review has released a consultation paper on potential proposals for changes to the financial services regime related to the provision of financial advice. In this podcast we exp...
9 Sep 202212min

Tech Know - Changes to the Commonwealth Seniors Health Card eligibility
There is a Bill before parliament to increase the income thresholds for the Commonwealth Seniors Health Card eligibility, making it available to more Australians. In this podcast we look at what thes...
2 Sep 20229min

Tech Know - Ethics in Practice
Practicing ethical decision making can help maintain a compliant, honest, transparent and client focussed organisational culture. In this session, we will introduce a 7 step ethical decision making m...
25 Aug 202215min

Tech Know - Granny flats and means testing
When a client is considering establishing a granny flat right or interest in a home, how they create the right or interest will determine whether they are considered a homeowner or non-homeowner, and ...
18 Aug 20227min




















