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(208)

HerAdvice: Episode 10 – The benefits of empowering others

In our final episode of the year, we chat to Viviane Parsons, founder and practice director of boutique firm, Lux Financial Planning. Viviane reveals how empowering others – whether by helping clients...

19 Nov 202419min

TechKnow - Aged care legislation update

In mid-September, major aged care reforms were introduced into parliament. This podcast will summarise the impending changes to residential aged care fees. Disclaimer: The podcasts are for adviser u...

23 Okt 202410min

HerAdvice: Episode 9 – The real value of advice for mid-life women

In this episode, Tara Sutton, State Director at BT chats with Tess Uncle, Director of Wybenga Financial about how she supports mid-life female clients as they navigate career building and generational...

10 Okt 202429min

TechKnow - Superannuation Death Benefits

Common and interesting questions relating to superannuation death benefits. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any information in th...

4 Okt 202414min

Diversify - Empowering financial advisers with private markets insights.

Information for advice professionals only. Introducing our new thought leadership series, Diversify. This series aims to empower Australian financial advisers with practical insights into private mar...

24 Sep 20249min

TechKnow - Technical round-up

Certainly not our first rodeo, but with the quarter coming to an end, and Parliament having risen for a few weeks, this podcast will provide a summary of where various regulatory changes are at, and w...

18 Sep 20249min

Podcast - The types of impact investing and how they became investable

Advisers Karen McLeod and Chris Lang chat with Portfolio Manager Hari Balkrishna about what areas clients can invest in through impact, how they have become investable and which clients resonate with ...

11 Sep 202433min

Podcast - Impact within an investment philosophy and underlying process

So how do you integrate impact investing into an investment philosophy and reporting for clients? Expert advisers Karen McLeod, Ethical Investment Advisers and James Baird, JustInvest share their tips...

11 Sep 202437min