
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

TechKnow - Time for an advice pandemic
Lockdowns, lock-ups, locked out. Ethics isn’t necessarily a difficult concept, but it is the fact that your decisions get judged by others, who may have a different view, that makes it difficult to me...
20 Aug 20217min

Invest Talk with Corrin Collocott
In this episode Matt Harvey is joined by BT’s CIO, Corrin Collocott. Corrin discusses how his background as an engineer has shaped his investment philosophy. He also reflects on the last 5+ years he...
16 Aug 202113min




















