
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

Tech Know - It all started with a big bang
The 2022 Parliamentary sitting started with a big bang, with the passage of a number of superannuation measures announced in the 2021 Budget. In this podcast, we look at what the changes are and poten...
16 Feb 20228min

Tech Know - What does love and marriage have to do with financial advice?
Not because it's Valentine's Day, but because there were a number of question raised off the back of a recent BT Academy webinar on love and marriage and financial planning opportunities at that time ...
11 Feb 202212min

Tech Know - Will 2022 be any different?
With a number of legislative and regulatory reforms, 2022 has the potential to shape as a watershed year for advice. In this podcast, we look at what some of these potential changes are and what they...
6 Feb 20227min

Invest Talk 18 Jan 2022
In this episode of Invest Talk we discuss the Liquid Alternatives asset class and the role it plays in portfolio construction. Tim Mugglestone is joined by Eu Joe Chan – Portfolio Manager in BT’s Inco...
25 Jan 202212min

TechKnow - What the dickens is going on?
Two consultation papers have just been released by Treasury around adviser education standards and the quality advice review to be undertaken next year. In this podcast we look at what is proposed un...
17 Des 20218min

TechKnow - DINky di approach to directorships
Recently introduced requirements for directors to obtain a Director Identification Number creates important requirements for SMSFs and other corporate entities. In this podcast we explore some of the...
10 Des 202113min




















