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 - End of financial year considerations and strategies

As 30 June approaches, in this podcast we discuss end of financial year advice opportunities, particularly those most relevant to 2021/22. Disclaimer: The podcasts are for adviser use only. They mus...

10 Juni 202212min

InvestTalk with Paul Trainor, Sid Perumbedu and Aikya Investment Management

In this episode, Paul Trainor is joined by Ashish Swarup, Rahul Desai and Tom Allen (Portfolio Managers from Aikya Investment Management), as well as Sid Perumbedu (BT Investment Team). As inflation t...

9 Juni 202222min

TechKnow - Home care

Following on from a recent webinar on Home Care, in this week's podcast we look at three questions that advisers asked during the session. Disclaimer: The podcasts are for adviser use only. They mus...

3 Juni 202210min

Tech Know - Are recontribution contributions strategies back in vogue?

With changes to contribution rules from 1 July 2022 and the ability to use the bring forward until age 75, will recontribution strategies come back into favour? Following on from a recent webinar on t...

20 Maj 20229min

InvestTalk with Travis Grant, Robert A & Eu Joe Chan

In this episode, Travis Grant is joined by Robert O.Abad (Western Asset Management) and Eu Joe Chan (BT Investment Team) to discuss inflation, central bank tightening cycle, the impact on markets and ...

16 Maj 202216min

Tech Know - The three wise men (of aged care)

There is often a focus on calculations involved with residential aged care given the complexity of the fees and the interaction with social security income support. However, equally important is havin...

13 Maj 202256min

Tech Know - SMSF Investment Strategy

Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure th...

5 Maj 20228min

Tech Know - It’s time to cast your vote

No hidden immunity idols. No immunity challenges. It’s time to vote. Whilst it may not be great TV, the 2022 Federal election has been called and in this reality series, there can be only one ultima...

14 Apr 20228min