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(210)

Tech Know - How to advise clients in times of pending indexation and proposed legislative change?

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

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

Invest Talk with Matt Harvey and Joel Grosvenor

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?

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?

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

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!

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)

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

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