
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

HerAdvice: Episode 3 – Diversity at the leadership table
In this, our third episode, Tara Sutton, State Director at BT, speaks with Sharon McClafferty CEO Slipstream Group. Sharon's years of experience coaching leaders in the accounting and financial advice...
18 Okt 202323min

TechKnow - Topical adviser technical enquiries
This podcast addresses four 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 in...
18 Okt 202312min

TechKnow - Passage cements experience pathway
Legislation to recognise the experience of eligible existing financial advisers as an alternative pathway to meeting the education requirement recently received Royal Assent. In this week’s podcast we...
6 Okt 20237min

TechKnow - Investment Strategies for SMSFs
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. But what do...
20 Sep 20237min

HerAdvice: Episode 2 – The future of advice is bright with guest Jess Harris
In this, our second episode, Tara Sutton, State Director at BT, speaks with Jess Harris, ClientAdviser, Wealth at MGD Wealth. Jess is passionate about Financial Advice and seeing the industry grow and...
12 Sep 202321min

TechKnow - Shhh ... can you keep a secret?
As financial advisers, to provide personal advice to our clients we are required to capture their personal information. With recent data breaches top of mind for many Australians, keeping this data co...
7 Sep 202314min




















