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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Episoder(210)

Tech Know - Transitioning out of transition – ongoing fee arrangements going forward

Tech Know - Transitioning out of transition – ongoing fee arrangements going forward

As we exit transition and operate under the new rules there will surely be teething issues when it comes to ongoing fee arrangements. In this week’s TECHknow podcast, Sarah Conte discusses the changes...

12 Aug 202222min

InvestTalk with Michelle Heinrich and Corrin Collocott

InvestTalk with Michelle Heinrich and Corrin Collocott

In this instalment of BT InvestTalk, Michelle Heinrich is joined by Corrin Collocott, Chief investment Officer of BTIS for a deep dive on key macroeconomic developments of FY22 and the impact on BT po...

10 Aug 202222min

Tech Know - The new Parliament kicks off

Tech Know - The new Parliament kicks off

The new Federal Parliament has just completed its first weeks of sitting since the 2022 Federal election. In this week’s podcast we look at what measures have been introduced as a result of election ...

5 Aug 20226min

Tech Know - Home equity access scheme – 1 July changes

Tech Know - Home equity access scheme – 1 July changes

As proposed in the 21/22 Federal Budget and legislated in April 2022, new enhancements to the Home Equity Access Scheme (formerly the Pension Loan Scheme) have come into effect from 1 July 2022. In th...

28 Jul 202212min

TechKnow - 2022/23 Contribution strategies

TechKnow - 2022/23 Contribution strategies

In this week’s podcast, Matt Manning addresses five questions which were asked during the recent BT Academy Technical webinar, 2022/23 contribution strategies. Disclaimer: The podcasts are for advi...

22 Jul 20228min

TechKnow - Understanding contributions splitting

TechKnow - Understanding contributions splitting

Considering how eligible clients can split certain super contribution with their spouse can be a powerful strategy to boost retirement savings, help with balance equalisation or tax-effectively manage...

14 Jul 202211min

InvestTalk with Paul Trainor and Jessie Pettigrew

InvestTalk with Paul Trainor and Jessie Pettigrew

In this instalment of BT InvestTalk, Paul Trainor is joined by Jessie Pettigrew (Head of Sustainability and ESG for BT Investment Solutions) to explore the ever-evolving ESG space. From investment gre...

8 Jul 202222min

Tech Know - What has changed from 1 July 2022?

Tech Know - What has changed from 1 July 2022?

Does the start of a new financial year mean it’s the chance to stop and reset? Or is it just business as usual? In this week's podcast we look at some of the changes that took effect from 1 July 2022 ...

8 Jul 202212min

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