
Invest Talk with Matt Harvey and Joel Grosvenor
In this first episode, Matt Harvey is joined by Joel Grosvenor, Portfolio Manager for the CoreSeries portfolios. Matt & Joel discuss the major changes implemented across the portfolios since inceptio...
15 Mar 202111min

Tech Know - The Gender gap in retirement, gap or vast chasm?
As we celebrate international women’s day this week, in this podcast we highlight the gender gap raised as part of the retirement income review findings. Disclaimer: The podcasts are for adviser use ...
12 Mar 20218min

Tech Know - Dear client, do you take this adviser for support over the next 12 months?
Annual consent legislation has received Royal Assent and will apply from 1 July 2021. In this podcast, we explore additional issues that aren’t addressed by the legislation for which clarity is neede...
5 Mar 20216min

Tech Know - A week of big and small changes, but all important
Annual consent legislation has passed parliament, but with it are measures that focus on the independence of advisers. In this podcast, we discuss these further as well as the indexation of superannu...
26 Feb 20215min

Tech Know - Extra! Extra! Read all about it!
In a week where the news has been largely focussed on the news -or a lack of news – this week’s podcast looks at the news to report from Federal Parliament. Disclaimer: The podcasts are for adviser u...
19 Feb 20214min

Tech Know - The great super debate begins (again)
This week’s podcast looks at issues being floated for changes to super as we edge towards the 2021 Federal Budget. Disclaimer: The podcasts are for adviser use only. They must not be made available t...
14 Feb 20215min

Tech Know - 2021 A little bit more for retirement
This week’s podcast discusses the confirmation this week that the total super balance and transfer balance caps will increase from 1 July 2021, and the potential changes that may occur in the first si...
29 Jan 20217min

Tech Know - 2020 in review and what's coming in 2021
This week’s podcast looks back at some of the biggest issues that arose during 2020 – technically speaking. We focus on where the bring forward legislation and annual consent is at and key pieces of c...
18 Des 20207min




















