
Tech Know - RICher outcomes from super changes
Earlier this year Legislation giving effect to the Retirement Income Covenant passed the Parliament. The covenant will require trustees to have a retirement income strategy that outlines how they pla...
7 Apr 202229min

Invest Talk with Travis Grant, Nabil Hanano & Adam Deering
In this episode, Travis Grant is joined by Nabil Hanano (T.Rowe Price) and Adam Deering (BT Investment Team) to discuss the challenges navigating global equities markets during increased levels of vol...
30 Mar 202225min

TechKnow - Clarifying the boundaries of advice
ASIC recently released information concerning possible actions of finfluencers that could stray into the provision of advice. In this podcast, we look at ASIC comments and what it also means for auth...
25 Mar 20225min

TechKnow - A quality review, but what’s in and what’s out?
Recently the Government finalised the Terms of Reference for the 2022 Quality of Advice Review, and announced who would be chairing the review. Whilst the included items in the Terms of Reference are...
16 Mar 20227min

Tech Know with Sarah Conte - One giant leap needed for women
As we celebrate International Women’s day, a day that recognises not only how far we have come toward gender equality, but also how far we have to go, it’s essential we consider how finances play a pa...
8 Mar 202228min

Tech Know - Getting the down-low on downsizer contributions.
Using the downsizer contribution strategy can give clients a significant boost in their retirement savings. But meeting the right criteria is important as otherwise it can lead to excess contribution...
2 Mar 202214min

TechKnow - SMSF Residency Tests
Self-managed super fund (SMSFs) must meet numerous rules in order to benefit from the concessional tax treatment of superannuation. One of the most important of these is for an SMSF to satisfy the thr...
25 Feb 202210min

InvestTalk with Tim Mugglestone and Dr Joanna Nash
In this episode, Tim Mugglestone is joined by Dr Joanna Nash (Realindex) and Martina Yang (BT Investment Solutions) to discuss the benefits that a quantitative strategy can bring to a diversified stra...
23 Feb 202224min




















