
UK Study Tour - 3 - Home Grown Talent
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: While some firms expand via acquisition, others do it more ...
14 Des 20234min

UK Study Tour - 2 - Ways To Exit The Industry
Ways to exit the industry Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Tara Sutton’s shares an interesti...
14 Des 20232min

UK Study Tour - 1 - Rush To Consolidate
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: There is a recognition in the United Kingdom, like Australia...
13 Des 20236min

TechKnow - Have you been naughty or nice?
It has been a big year in advice, so this fortnight will look back on the key themes of calls from advisers to our technical hotline over the last 12 months, as well as looking at what strategy option...
12 Des 202321min

TechKnow - Breach Reporting 2.0
While changes were made to the breach reporting regime in 2021, the release of ASIC Corporations and Credit (Amendment) Instrument 2023/589 made modifications to reporting requirements and reporting t...
1 Des 202317min

HerAdvice: Episode 4 – More than numbers: the power of empathy
In this episode Tara Sutton, State Director at BT, speaks with Kathy Havers of Viridian Advisory. Kathy's career has spanned almost 25 years, and she discusses the need for diversity in the industry t...
28 Nov 202323min

TechKnow - Key concepts of SMSFs and LRBAs
Clients may establish SMSFs to hold investments supported by borrowing, or to give them the opportunity to do so in the future. Do you feel you are across who gearing is suitable for and what alternat...
15 Nov 20238min

TechKnow - Planning options around the new super tax
With over 18 months until the new proposed tax on super balances over $3M commences, is it too soon to start planning for its introduction? In this podcast we focus in on the proposed super tax and ta...
1 Nov 20239min




















