
TechKnow - Could this be the future of advice?
This week, the Financial Services Council launched their White Paper on the Future of Advice which raises a number of areas for recommended reform to set financial advice up for the future and to help...
12 Okt 202119min

TechKnow - DDO and the Retirement Income Covenant’s impact on retirement advice
Australia’s demographics are shifting, and our retirement trends are changing. In today’s podcast we are joined by Jeremy Cooper, Chairman of Retirement Income at Challenger and Richard Dinham, Head o...
7 Okt 202136min

TechKnow - A wholesale approach for SMSFs
When can an SMSF be classified as a wholesale client? What type of advice can be provided to an SMSF on a wholesale basis? Is it really worth it? In this week’s podcast, we explore these issues in ...
30 Sep 202119min

TechKnow - A week for reflection or preparation(or both)?
In what has been a comparatively quiet week for the financial planning sector, in this podcast we turn our mind to potential opportunities that the future may present, as well as a reminder on impendi...
27 Sep 20216min

Techknow - Super death benefits - direct or via the estate?
This podcast addresses some things to consider when making superannuation death benefit nominations, specifically whether to nominate an individual directly or to have benefits pass on via a person’s ...
17 Sep 202115min

TechKnow - Does changing residency have to be taxing?
When client’s cease or gain Australian tax residency, a number of issues can arise from a taxation and social security perspective. Following on from a recent presentation on this topic, we look in m...
10 Sep 202112min

Techknow - Self managed super-streaming
From 1 October, SMSFs must be ready to use the ATO’s electronic superstream service for all rollovers of benefits into and out of the SMSF. In this podcast, we take a look at what this means, the ben...
2 Sep 202120min

TechKnow – Re-contribution of Covid-19 early release amounts
A potentially overlooked change applied from 1 July 2021 allowing clients to re-contribute their Covid-19 superannuation early release amounts. This podcast looks at the eligibility criteria and the s...
27 Aug 20219min




















