BT Academy

Advisers Karen McLeod and Chris Lang chat with Portfolio Manager Hari Balkrishna about what areas clients can invest in through impact, how they have become investable and which clients resonate with which areas. This podcast was created through T. Rowe Price’s partnership with Ensombl. T. Rowe Price Disclaimer: The podcasts are for adviser use only. They must not be made available to any person a...

Following on from a recent webinar on residential aged 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 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...

With the recent passage of the Delivering Better Financial Outcomes Bill, the Ongoing Fee Arrangement landscape is due to change early next year. The passage of this Bill gives legs to the first tranche of the Quality of Advice Review recommendations. Joining the podcast this week to discuss these changes is Brian Pollock, Director Corporate Governance for the Principals Community. Disclaimer: The...

The first tranche of reforms from the Quality of Advice Review has passed through Parliament, received Royal Assent, and is now law. But has it been an unqualified success? Perhaps it depends upon your point of view, but while there are certainly wins for the advice profession, perhaps there are also some lessons to be learned. Disclaimer: The podcasts are for adviser use only. They must not be ma...

In this episode, Betsy Westcott, Financial Wellness Coach joins BT's Rachael Dickinson to consider the changing face of wealth in Australia. Recently, JBWere published a report entitled ‘The Growth of Women and Wealth’ which anticipates Australian women are set to inherit a significant portion of wealth in the coming decade. Together with the changing dynamics of how money is organised in househol...

This podcast addresses five questions which were asked by advisers during and after the recent fortnightly webinar ‘Frequently asked and most interesting questions from the technical hotline'. Disclaimer: 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, pa...

This podcast will recap the First Home Super Saver rules, explain the rules, touch on some recent changes and review when this may be beneficial for clients. Disclaimer: 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 Corporati...

The release of ASIC Information Sheet 281 provides guidance to relevant providers seeking to access the experience pathway. In this week’s TECHknow podcast we look at the examples published in the information sheet and details around the declaration advisers seeking to use this pathway will be required to make. Disclaimer: The podcasts are for adviser use only. They must not be made available to a...

Around one third of marriages in Australia end in divorce. Generally, the financial impacts of separation on women are more significant than those felt by men. Joining the TECHknow podcast this week to discuss some of the technical aspects financial advisers need to be across when advising clients who are separating is independent specialist financial adviser, Nathan Fradley.

In this episode, Tara is joined by Kylie Wright from Ulton. Kylie is passionate about empowering her clients to reach their financial goals, especially women. Kylie speaks with us about how important it is for women to have strong financial literacy and outlines key strategies she uses with her clients to help women catch up their super balances following time out of the work force, asserting “It’...

May 14, 2024 was the day the Government delivered the 2024 Federal Budget. It would be fair to say it contained no surprises from a wealth perspective, with almost everything announced in advance. But it’s what was not mentioned that perhaps raises the most questions, leading the question of what does the 2024 Budget really mean? Disclaimer: The podcasts are for adviser use only. They must not be...

With limits to the amount an individual can contribute to superannuation without tax penalty each year, it’s important to understand the circumstances, strategies and solutions to excess contribution issues. Disclaimer: 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 co...

Not a quirk, but a quark – a fundamental constituent of matter. And in this case, what matters is getting the Quality of Advice Review legislation correct. In this podcast we look at the first tranche of the quality of advice review measures that has hit parliament in the form of a Bill. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any inform...

This podcast addresses frequently asked and interesting questions relating to the superannuation conditions of release. Disclaimer: 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 webina...

This podcast will touch on the recently legislated tax changes and indexation of some contribution thresholds that will apply from next financial year. Disclaimer: 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. Th...

Disclaimer: 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...

In our first episode for 2024, we celebrate International Women’s Day. Sarah Conte of BT’s Advice Technical & Regulatory team chats with Christine Lusher from Lush Wealth about the role financial advisers can play in accelerating progress towards closing the gender pay gap. Discover Christine’s distinctive approach to helping women seize opportunities to earn, learn and lead. Disclaimer: The podca...

Contributions splitting can be a powerful strategy to boost retirement savings, help with balance equalisation and tax-effectively manage insurance held through super. While contributions splitting isn’t required to be offered by all super funds, where your clients have the choice, it can open a number of planning opportunities. But be aware, as with many things super there are key requirements to...

In pursuit of perfection, is 2024 the year to make a real difference – both for clients and for advisers? Five years on from the final report of the Financial Services Royal Commission, and the Quality of Advice Review perhaps the last piece to be delivered upon for the financial planning community. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person an...

This podcast addresses the proposed Division 296 tax that from 1 July 2025 will impose an additional tax liability on super earnings for those with super balances in excess of $3 million. Disclaimer: 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...

In our final episode for this year Tara Sutton, State Director at BT, sits down with Alisdair Barr, Founder and CEO of Striver. We look to the future and discuss not only how to attract young professionals to the industry and provide interesting, challenging careers for them but also how to retain great employees. Alisdair is passionate about helping both graduates and those changing careers 'fall...

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Jason Brown, Head of Distribution, BT, shares his key takeaways from the 2023 BT UK Study tour. Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any clien...

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: UK advisers make greater use of social media as a platform to gain clients. And in the BT UK Study Tour, there were undeniably successful examples of using the medium. Jason Brown shares some great examples. Things you should know: This commentary has bee...

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: In the UK, several advisers felt they have a social contract to financially educate a broader audience beyond their own client base. It is a difficult proposition in Australia where advisers need to err on the side of not giving personal advice without a...

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Core values are critical to any financial advice firm. They underpin how a company views its strategy – whether that be based on values around people, the environment, the business community or a myriad of other things. Things you should know: This commen...