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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Avsnitt(208)

TechKnow - Quarterly Technical Wrap

Financial advisers regularly contact BT’s Technical Services team on technical topics regarding superannuation, tax and social security. The team fields over 2,000 queries from advisers every quarter....

21 Dec 202210min

InvestTalk with Joel Grosvenor

Join Eric Vassiliadis, Regional Manager at BTIS, and Joel Grosvenor, Portfolio Manager, as they reflect on the unprecedented year (or 3!) that has been and discuss the biggest challenges facing fund m...

20 Dec 202216min

TechKnow - Recommending SMSFs with(even more) confidence.

Last week ASIC released information sheet 274-Tips for giving self-managed superannuation fund advice. The guidance removes the confusion about whether Financial Advisers can recommend the establishme...

14 Dec 202216min

TechKnow - Understanding the gender pay gap can help your clients

We’ve been hearing the term ‘gender pay gap’ since the 1860s but the problem is probably as old as time itself. Is there really a gap? What’s causing it and how is it relevant to advising your clients...

8 Dec 202224min

TechKnow - Legislation update 30 November

Parliament has returned for the last sittings before the end of 2022. This podcast will summarise some of the measures that have recently passed during the current sitting. Disclaimer: The podcasts ...

1 Dec 202211min

TechKnow - Topical adviser technical enquiries

This podcast addresses several questions recently asked by advisers to the technical hotline. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any...

28 Nov 202210min

InvestTalk with Eu Joe Chan

In this episode of InvestTalk, Eric Vassiliadis talks with Income & Alternatives Portfolio Manager, Eu Joe Chan, about the roles that fixed income, private debt, infrastructure, and property play in t...

20 Nov 202213min

TechKnow - The Quality of Advice Review - Key Findings - Life Insurance

The Quality of Advice Review has recently released a snapshot of data and proposals being considered by the review committee around conflicted remuneration in relation to general and life insurance. ...

14 Nov 20227min