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(208)

TechKnow - Education and planning critical to smooth death benefit payments

The death of a person is often a traumatic time for all involved and dealing with the financial side of things can be difficult. In this episode, host Bryan Ashenden, BT's Head of Financial Literacy &...

20 Aug 202524min

TechKnow - New financial year, new opportunities

With the start of a new financial year now here, in many instances it’s time to reset and look at what new opportunities this provides for clients. From changes to a range of thresholds, indexation of...

14 Jul 202520min

TechKnow - What to do about Division 296

Division 296 is coming. With its significant win in the recent Federal election, the Government is on track to introduce legislation for this measure, possibly within the first few sitting days when P...

11 Jun 202517min

TechKnow - A week is a long time in politics

The extent of Labor’s win at the recent Australian Federal Election has surprised many commentators. In this latest episode of TechKnow, Bryan Ashenden and Matt Manning from BT’s Technical Services te...

8 Mai 202522min

TechKnow - Time to gear up

As we gear up for the next Federal election, in our latest TechKnow podcast we look at what we know about the major parties’ stance on various financial services related topics, as well as taking a lo...

4 Apr 202519min

TechKnow - The trillion dollar transfer is coming, and so is the Federal Election

Bryan chats with James Dakin from Park Street Group about the great intergenerational wealth transfer in which trillions of dollars of wealth are expected to transfer between generations over the comi...

11 Mar 202519min

TechKnow - Predictions or predilections – what might 2025 have in store?

There is no doubt that 2025 will be an interesting year for the financial advice profession, with previous measures by the Government still making their way through the parliamentary process, a Federa...

11 Feb 202527min

TechKnow - Has Santa delivered?

Recently the Government has made a new announcement regarding the Quality of Advice Review and its Delivering Better Financial Outcomes response. Has this response delivered what the advice profession...

10 Des 20248min