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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 |