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(210)

TechKnow - Did you miss these announcements at year end?

With a large focus on dealing to year end issues, it could have been easy to miss the release of the 2021 Intergenerational Report and a joint communication from ASIC and APRA to super trustees on mon...

2 Juli 20218min

TechKnow - SMSF considerations at 30 June

30 June is important, not only for individuals, but also for those running a SMSF. In this podcast, we look at a number of issues relevant for SMSFs that trustees (and their advisers) should be think...

24 Juni 202120min

TechKnow - OFA clarity brings some relief

Dealing to the new annual consent requirements for clients in ongoing fee arrangements continues to create some elements of uncertainty across the financial advice industry. In the past few weeks howe...

18 Juni 202118min

TechKnow – Opportunities from reduced pension minimums in 2021/22

On 29 May 2021, the Federal Government announced an extension to the temporary reduction of the superannuation pension minimum draw down requirements for the 2021/22 financial year. Disclaimer: The p...

11 Juni 20217min

Invest Talk with Matt Harvey and Luke Crane on the role of currencies within diversified portfolios

In this episode Matt is joined by Luke Crane, Portfolio Manager with the BT Investment Solutions (BTIS) asset allocation team. Luke explains BTIS’ approach to managing currency exposure within divers...

9 Juni 202118min

TechKnow - To advise or not to advise – the Standard 3 questions

With the FASEA appearance at the Senate Estimate Committee this week, this week's podcast looks at the potential for amendments to Standard 3 of the FASEA Code of Ethics. Disclaimer: The podcasts are...

4 Juni 20216min

Tech Know - All about super

The news this week has all been about super. With the latest super statistics released from APRA and the ATO, the future of super looks great. But there is still much to be addressed. Disclaimer: T...

31 Maj 20216min

Tech Know - What could the 2021/2022 Budget mean for super?

The announced changes to super from the 2021/2022 Federal Budget are over 12 months away from taking effect. But what opportunities could they present to clients if enacted? In this week’s podcast we...

21 Maj 20217min