
Stephen Furness, Director, MGD Wealth on Morgan Stanley
Lessons from the BT US study tour In this podcast, Stephen Furness, Director at MGD Wealth, chats about the conversations he had with people at the Morgan Stanley group as well as the things he learn...
8 Mars 20232min

Pat Duke, Director and Principal Adviser, Integral Private on Amazon and Blackrock
Lessons from the BT US study tour In this podcast, Pat Duke, Director and Principal Adviser from Integral Private Wealth, shares some key takeaways from his time at New York Stock Exchange, Amazon We...
8 Mars 20232min

TechKnow - Cracking the code on super balance equality
With the recent news that the gender pay gap has fallen to its narrowest margin of 13.3%, the gap that exists in super balances remains almost twice that. As celebrations commence for International Wo...
8 Mars 20238min

TechKnow - SMSF’s and the Death Bed withdrawal.
On 10 February 2023, the ATO released a new guidance discussing the issue of death bed withdrawals by superannuation members, confirming their position that in most instances a benefit requested by a ...
2 Mars 202311min

Techknow - Questions from the recent BT Academy Webinar ‘Indexation considerations and preparation’
Following on from a recent webinar on the indexation of the general transfer balance cap and related thresholds, in this week's podcast we look at three questions that advisers asked during the sessio...
23 Feb 202315min

TechKnow - Quality of Advice Review overview
The Government recently released the final report into the Quality of Advice Review. In this week’s podcast we discuss the recommendations and their potential impacts for financial advisers. Disclaim...
16 Feb 202318min

InvestTalk with Bruce Zhao
In this episode, Bruce Zhao - Senior Portfolio Analyst, provides a summary of the BT Investment team’s outlook for 2023. As part of this, Bruce touches on some of the key themes which are likely to ...
15 Feb 202312min

TechKnow - Death and taxes (and super)
Death and taxes. As the old saying goes, these are the two certainties in life. And judging by the attendance numbers at one of our recent BT Academy webinars, relating these certainties to the area o...
8 Feb 202317min




















