BT Academy

By BT Academy

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Episodes: 176

Description

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.

Episode Date
Understanding Excess Contributions
May 13, 2024
Techknow - A quark in the process
Apr 19, 2024
Conditions of release
Apr 04, 2024
Techknow - Legislative update and contribution indexation
Mar 20, 2024
TechKnow - International Women’s Day edition – Mind the (pay) gap
Mar 07, 2024
HerAdvice - International Women’s Day edition – Mind the (pay) gap
Mar 07, 2024
Techknow - Understanding Contributions Splitting
Feb 21, 2024
TechKnow - 24K clarity in 2024
Feb 09, 2024
Techknow - New Tax On Super
Jan 24, 2024
HerAdvice - Episode 5 - Removing barriers to entry
Dec 14, 2023
UK Study Tour - 13 - Key Takeaways
Dec 14, 2023
UK Study Tour - 12 - Social Media To Build Your Business
Dec 14, 2023
UK Study Tour - 11 - Educating To Engage
Dec 14, 2023
UK Study Tour - 10 - Values Of Businesses
Dec 14, 2023
UK Study Tour - 9 - Workplace Engagement
Dec 14, 2023
UK Study Tour - 8 - Key Theme Contact
Dec 14, 2023
UK Study Tour - 7 - Carbon
Dec 14, 2023
UK Study Tour - 6 - Top Learnings
Dec 14, 2023
UK Study Tour - 5 - Intergenerational Wealth
Dec 14, 2023
UK Study Tour - 4 - Vertical Integration
Dec 14, 2023
UK Study Tour - 3 - Home Grown Talent
Dec 14, 2023
UK Study Tour - 2 - Ways To Exit The Industry
Dec 14, 2023
UK Study Tour - 1 - Rush To Consolidate
Dec 13, 2023
TechKnow - Have you been naughty or nice?
Dec 12, 2023
TechKnow - Breach Reporting 2.0
Dec 01, 2023
HerAdvice – Episode 4 – More than numbers: the power of empathy
Nov 28, 2023
TechKnow - Key concepts of SMSFs and LRBAs
Nov 15, 2023
TechKnow - Planning options around the new super tax
Nov 01, 2023
HerAdvice - Episode 3: Diversity at the leadership table
Oct 18, 2023
TechKnow - Topical adviser technical enquiries
Oct 18, 2023
TechKnow - Passage cements experience pathway
Oct 06, 2023
TechKnow - Investment Strategies for SMSFs
Sep 20, 2023
HerAdvice – Episode 2 – The future of advice is bright with guest Jess Harris.
Sep 12, 2023
TechKnow - Shhh ... can you keep a secret?
Sep 07, 2023
TechKnow - BT Learning Lab series
Aug 25, 2023
HerAdvice - Episode 1 - Embracing Diversity In Financial Advice
Aug 17, 2023
TechKnow - Claiming personal contributions as a tax deduction
Aug 09, 2023
TEchKnow - Revisiting recontribution realities
Jul 31, 2023
TechKnow - Centrelink rate update
Jul 13, 2023
TechKnow - Personal Injury payments and superannuation
Jun 28, 2023
TechKnow - What does the Government’s QAR response mean?
Jun 16, 2023
TechKnow - Topical adviser technical enquiries
May 31, 2023
TechKnow - Progress of consultation
May 26, 2023
TechKnow - 2023 Federal Budget on the horizon
May 05, 2023
TechKnow - Consultation paves the way for experienced advisers
Apr 26, 2023
TechKnow - Legislative update 6 April 2023
Apr 06, 2023
TechKnow - A Promoter and a Finfluencer walk into a bar
Mar 30, 2023
TechKnow - The Experience Pathway and Legacy Pensions on the mind of advisers
Mar 23, 2023
Tony Vikram, Principal Financial Adviser, Affinity Private Advisors on Invesco
Mar 08, 2023
Steve Fort, Head of Advice, Invest Blue on Amazon and Blackrock.
Mar 08, 2023
Stephen Furness, Director, MGD Wealth on Morgan Stanley
Mar 08, 2023
Pat Duke, Director and Principal Adviser, Integral Private on Amazon and Blackrock
Mar 08, 2023
TechKnow - Cracking the code on super balance equality
Mar 08, 2023
TechKnow - SMSF’s and the Death Bed withdrawal.
Mar 02, 2023
Techknow - Questions from the recent BT Academy Webinar ‘Indexation considerations and preparation’
Feb 23, 2023
TechKnow - Quality of Advice Review overview
Feb 16, 2023
InvestTalk with Bruce Zhao
Feb 15, 2023
TechKnow - Death and taxes (and super)
Feb 08, 2023
TechKnow - Double indexation hits super thresholds
Feb 01, 2023
TechKnow - SMSF investment exotic assets and structures
Jan 25, 2023
TechKnow - Quarterly Technical Wrap
Dec 21, 2022
InvestTalk with Joel Grosvenor
Dec 20, 2022
TechKnow - Recommending SMSFs with(even more) confidence.
Dec 14, 2022
TechKnow - Understanding the gender pay gap can help your clients
Dec 08, 2022
TechKnow - Legislation update 30 November
Dec 01, 2022
TechKnow - Topical adviser technical enquiries
Nov 28, 2022
InvestTalk with Eu Joe Chan
Nov 20, 2022
TechKnow - The Quality of Advice Review - Key Findings - Life Insurance
Nov 14, 2022
TechKnow - SMSF Contribution tips & traps
Nov 02, 2022
TechKnow - Federal Budget - solid, sensible and suitable for the times?
Oct 27, 2022
Tech Know - Estate planning dependency and taxes
Oct 21, 2022
InvestTalk with James Kerr
Oct 19, 2022
Tech Know - Child Care Subsidy changes
Oct 14, 2022
Tech Know - What's new in SMSF
Oct 09, 2022
Tech Know - What’s on your mind?
Sep 29, 2022
Tech Know - More complexity with breach reporting
Sep 21, 2022
InvestTalk with Michelle Heinrich, Prasad Patkar and Martina Yang
Sep 21, 2022
Tech Know - Legislative update
Sep 16, 2022
Tech Know - Advice review of quality
Sep 09, 2022
Tech Know - Changes to the Commonwealth Seniors Health Card eligibility
Sep 02, 2022
Tech Know - Ethics in Practice
Aug 25, 2022
Tech Know - Granny flats and means testing
Aug 18, 2022
Tech Know - Transitioning out of transition – ongoing fee arrangements going forward
Aug 12, 2022
InvestTalk with Michelle Heinrich and Corrin Collocott
Aug 10, 2022
Tech Know - The new Parliament kicks off
Aug 05, 2022
Tech Know - Home equity access scheme – 1 July changes
Jul 28, 2022
TechKnow - 2022/23 Contribution strategies
Jul 22, 2022
TechKnow - Understanding contributions splitting
Jul 14, 2022
InvestTalk with Paul Trainor and Jessie Pettigrew
Jul 08, 2022
Tech Know - What has changed from 1 July 2022?
Jul 08, 2022
TechKnow - When can a client access their super under the retirement condition of release
Jun 30, 2022
TechKnow - New financial year, new government, but a new agenda?
Jun 17, 2022
TechKnow - End of financial year considerations and strategies
Jun 10, 2022
InvestTalk with Paul Trainor, Sid Perumbedu and Aikya Investment Management
Jun 09, 2022
TechKnow - Home care
Jun 03, 2022
Tech Know - Are recontribution contributions strategies back in vogue?
May 20, 2022
InvestTalk with Travis Grant, Robert A & Eu Joe Chan
May 16, 2022
Tech Know - The three wise men (of aged care)
May 13, 2022
Tech Know - SMSF Investment Strategy
May 05, 2022
Tech Know - It’s time to cast your vote
Apr 14, 2022
Tech Know - RICher outcomes from super changes
Apr 07, 2022
Invest Talk with Travis Grant, Nabil Hanano & Adam Deering
Mar 30, 2022
TechKnow - Clarifying the boundaries of advice
Mar 25, 2022
TechKnow - A quality review, but what’s in and what’s out?
Mar 16, 2022
Tech Know with Sarah Conte - One giant leap needed for women
Mar 08, 2022
Tech Know - Getting the down-low on downsizer contributions.
Mar 02, 2022
TechKnow - SMSF Residency Tests
Feb 25, 2022
InvestTalk with Tim Mugglestone and Dr Joanna Nash
Feb 23, 2022
Tech Know - It all started with a big bang
Feb 16, 2022
Tech Know - What does love and marriage have to do with financial advice?
Feb 11, 2022
Tech Know - Will 2022 be any different?
Feb 06, 2022
Invest Talk 18 Jan 2022
Jan 25, 2022
TechKnow - What the dickens is going on?
Dec 17, 2021
Invest Talk with Joel Grosvenor - CoreSeries managed portfolios’ three year anniversary
Dec 17, 2021
TechKnow - DINky di approach to directorships
Dec 10, 2021
TechKnow - Questions in review from 2021 to 2022
Dec 03, 2021
TechKnow - Will Code changes deliver certainty?
Nov 26, 2021
TechKnow - Questions about ‘Carry forward concessional contributions’.
Nov 21, 2021
InvestmentTalk with Adam Deering, BT Investment Solutions and Belinda Wong, Wellington Management
Nov 14, 2021
TechKnow - Accessing super via TPD or terminal illness conditions of release.
Nov 12, 2021
TechKnow - It happens in threes
Nov 05, 2021
InvestmentTalk with Eric Vassiliadis
Oct 28, 2021
TechKnow - Queries from the BT Academy aged care webinar
Oct 28, 2021
TechKnow - Questions about the ‘Pension Loans Scheme
Oct 24, 2021
TechKnow - Could this be the future of advice?
Oct 12, 2021
TechKnow - DDO and the Retirement Income Covenant’s impact on retirement advice
Oct 07, 2021
TechKnow - A wholesale approach for SMSFs
Sep 30, 2021
TechKnow - A week for reflection or preparation(or both)?
Sep 27, 2021
Techknow - Super death benefits - direct or via the estate?
Sep 17, 2021
TechKnow - Does changing residency have to be taxing?
Sep 10, 2021
Techknow - Self managed super-streaming
Sep 02, 2021
TechKnow – Re-contribution of Covid-19 early release amounts
Aug 27, 2021
TechKnow - Time for an advice pandemic
Aug 20, 2021
Invest Talk with Corrin Collocott
Aug 16, 2021
TechKnow - Breathing a sigh of ASIC relief
Aug 13, 2021
TechKnow - Will changes lead to Better Advice?
Aug 09, 2021
Invest Talk - The role of sustainable investing and asset stewardship
Aug 04, 2021
TechKnow - Recent ATO rulings of importance for SMSFs
Jul 30, 2021
TechKnow - It comes in threes (at least for this past week)
Jul 23, 2021
Techknow - An update on SMSFs and granny-flats
Jul 16, 2021
TechKnow - Contribution Cap Increments
Jul 11, 2021
TechKnow - Did you miss these announcements at year end?
Jul 02, 2021
TechKnow - SMSF considerations at 30 June
Jun 24, 2021
TechKnow - OFA clarity brings some relief
Jun 18, 2021
TechKnow – Opportunities from reduced pension minimums in 2021/22
Jun 11, 2021
Invest Talk with Matt Harvey and Luke Crane on the role of currencies within diversified portfolios
Jun 09, 2021
TechKnow - To advise or not to advise – the Standard 3 questions
Jun 04, 2021
Tech Know - All about super
May 31, 2021
Tech Know - What could the 2021/2022 Budget mean for super?
May 21, 2021
Invest Talk with Paul Trainor and Magellan’s Ben McVicar
May 14, 2021
Tech know - Revisiting the 2021 Budget
May 14, 2021
Tech Know - A Budget wish list?
May 04, 2021
Tech Know - What are the recent changes to social security payments?
Apr 29, 2021
Invest Talk with Matt Harvey, Eu Joe Chan and Jay Sivapalan
Apr 26, 2021
Tech Know - What could the future of advice look like?
Apr 22, 2021
Tech Know - Is a fixed term better than an on-going fee arrangement?
Apr 16, 2021
Tech Know - Planning for year end before it’s too late
Apr 09, 2021
Tech Know - Annual consent is about more than a “yes”
Apr 02, 2021
Tech Know - How to advise clients in times of pending indexation and proposed legislative change?
Mar 26, 2021
Tech Know - The opportunity for more advice
Mar 19, 2021
Invest Talk with Matt Harvey and Joel Grosvenor
Mar 15, 2021
Tech Know - The Gender gap in retirement, gap or vast chasm?
Mar 12, 2021
Tech Know - Dear client, do you take this adviser for support over the next 12 months?
Mar 05, 2021
Tech Know - A week of big and small changes, but all important
Feb 26, 2021
Tech Know - Extra! Extra! Read all about it!
Feb 19, 2021
Tech Know - The great super debate begins (again)
Feb 14, 2021
Tech Know - 2021 A little bit more for retirement
Jan 29, 2021
Tech Know - 2020 in review and what's coming in 2021
Dec 18, 2020
Tech Know - FASEA's future up in the air
Dec 11, 2020
Tech Know - What the Retirement Income Review said about SG
Dec 04, 2020
Tech Know - The Retirement Income Review and insurance in super
Nov 27, 2020
Tech Know - It comes in threes, future advice landscape
Nov 20, 2020
Tech Know - A slow week in Parliament for Advice measures
Nov 13, 2020
Tech Know - Seven technical wishes for Christmas 2020
Nov 06, 2020
Tech Know - FASEA's draft guidance to the Code of Ethics
Oct 30, 2020
Tech Know - Future of Advice Summit
Oct 23, 2020