
Tech Know - A Budget wish list?
With the 2021 Federal Budget just around the corner, we sat down with Peter Burgess, Deputy CEO and Director of Policy and Education from the SMSF Association to discuss a number of proposals put forw...
4 Mai 202119min

Tech Know - What are the recent changes to social security payments?
Several temporary Covid-19 social security measures were amended at the end of March. Many have ended, some were adjusted, and we will look at these changes in detail. Disclaimer: The podcasts are f...
29 Apr 202110min

Tech Know - What could the future of advice look like?
This week the Financial Services Council released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the ...
22 Apr 202113min

Tech Know - Is a fixed term better than an on-going fee arrangement?
With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fix...
16 Apr 20217min

Tech Know - Planning for year end before it’s too late
As 30 June approaches, in this podcast we discuss end of financial year advice opportunities, particularly those unique to 2020/21 Disclaimer: The podcasts are for adviser use only. They must not be ...
9 Apr 202114min

Tech Know - Annual consent is about more than a “yes”
With the annual consent finalised in Parliament, ASIC has now released legislative instruments to provide further detail as well as a Report responding to consultation on the measures. In this podcas...
2 Apr 20217min

Tech Know - How to advise clients in times of pending indexation and proposed legislative change?
As we move closer toward the end of the financial year, in this podcast we discuss the ongoing proposed change to the bring-forward rule, plus indexation of contribution caps. Disclaimer: The podcast...
26 Mar 20219min

Tech Know - The opportunity for more advice
Recent exam results from FASEA have shown there are a large number of advisers still to successfully pass the FASEA exam, but there is still time to make it. And given the current environment, the op...
19 Mar 20216min




















