BT Academy

n the unfortunate event your client suffers a personal injury resulting in compensation, a structured settlement, or simply insurance through their super fund, opportunities exist to use superannuation to effectively manage the proceeds. 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 perso...

On 13 June 2023, the Federal Government formally responded to the Final Report of the Quality of Advice Review. In this podcast, we look at the Government’s response and what this means for advisers and the way advice may be delivered into the future. 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 communicate...

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 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...

Over recent months, the Government have consulted on several proposals for potential change including the quality of advice review recommendations, better targeted superannuation concessions, legislating the objective of superannuation and education standards for experienced financial advisers . In this week’s podcast we discuss the progress of these consultations. Disclaimer: The podcasts are for...

Next Tuesday the 9th of May, the Government is due to hand down their second Federal Budget, with our team ready to do the analysis of what the Budget announcements mean to you and your clients. In this week’s podcast we look at pre-Budget announcements that have been made by the Government, and what other potential Budget announcements are being reported, or speculated upon, around the grounds. D...

Recently the Government released draft legislation for consultation that seeks to recognise the experience of eligible existing financial advisers as equivalent to tertiary study requirements. In this week’s podcast we discuss the consultation paper and what this change could mean for advisers. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any...

In March, parliament completed the last sittings before the May budget. This podcast will summarise the impending changes to the government Paid Parental Leave scheme and touch on the recent indexation of some social security payment rates and thresholds. 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 communi...

Recently the ATO released new guidance highlighting the promotion of schemes that encourage the establishment of a SMSF for the purposes of accessing members funds before the members have met a superannuation condition of release, or an illegal early release scheme. The guidance and website offers practical tips for people to make sure they don’t unwillingly break the law. In this podcast we will...

The Experience Pathway and relief for Legacy Pensions continue to be on the mind of advisers, but with no confirmed progress (as yet) ongoing guidance indicates we may receive some certainty this 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...

Lessons from the BT US study tour In this podcast, Tony Vikram, Principal Financial Adviser, Affinity Private Advisors, talks about his favourite session by Invesco to help improve client conversations about goals and values. Disclaimer: The content of these podcasts are the thoughts and opinions of the speakers only. BT accepts no responsibility for the accuracy or completeness of this material.

Lessons from the BT US study tour In this podcast, Steve Fort, Head of Adviceat Invest Blue, reflects on the things he learned from the Amazon Web Services and Blackrock visits. Disclaimer: The content of these podcasts are the thoughts and opinions of the speakers only. BT accepts no responsibility for the accuracy or completeness of this material.

Lessons from the BT US study tour In this podcast, Stephen Furness, Director at MGD Wealth, chats about the conversations he had with people at the Morgan Stanley group as well as the things he learned from the speakers to help grow his business. Disclaimer: The content of these podcasts are the thoughts and opinions of the speakers only. BT accepts no responsibility for the accuracy or completene...

Lessons from the BT US study tour In this podcast, Pat Duke, Director and Principal Adviser from Integral Private Wealth, shares some key takeaways from his time at New York Stock Exchange, Amazon Web Services and Blackrock. Disclaimer: The content of these podcasts are the thoughts and opinions of the speakers only. BT accepts no responsibility for the accuracy or completeness of this material.

With the recent news that the gender pay gap has fallen to its narrowest margin of 13.3%, the gap that exists in super balances remains almost twice that. As celebrations commence for International Women’s Day 2023, a day that recognises not only how far we have come toward gender equality, but also how far we have to go, this week’s podcast looks at the role financial advisers can play to help cr...

On 10 February 2023, the ATO released a new guidance discussing the issue of death bed withdrawals by superannuation members, confirming their position that in most instances a benefit requested by a member before death but paid after the death of the member will be a death benefit payment. In this podcast we will discuss the guidance and possible scenarios and consequences. Disclaimer: The podcas...

Following on from a recent webinar on the indexation of the general transfer balance cap and related thresholds, 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...

The Government recently released the final report into the Quality of Advice Review. In this week’s podcast we discuss the recommendations and their potential impacts for financial advisers. 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...

In this episode, Bruce Zhao - Senior Portfolio Analyst, provides a summary of the BT Investment team’s outlook for 2023. As part of this, Bruce touches on some of the key themes which are likely to dominate markets over the course of the year. Bruce also discusses the team’s capital market assumptions and how they have changed relative to last year. Disclaimer: The podcasts are for adviser use onl...

Death and taxes. As the old saying goes, these are the two certainties in life. And judging by the attendance numbers at one of our recent BT Academy webinars, relating these certainties to the area of superannuation is certain to draw a crowd. In this podcast, we to look some more into the area of superannuation death benefits and discuss planning and timing issues advisers should be aware of. Di...

With less than five months to the end of the financial year, it’s not too early to start planning around end of financial year issues and opportunities. Recent CPI announcement shave confirmed that some superannuation thresholds will benefit from a double indexation benefit and in this week’s podcast we look at some of the opportunities and issues this may present in year end planning. Disclaimer:...

In this week’s BT TechKnow podcast Matt Manning, Technical Consultant addresses five questions which were asked by advisers during and after the recent fortnightly webinar ‘SMSF investment exotic assets and structures.

Financial advisers regularly contact BT’s Technical Services team on technical topics regarding superannuation, tax and social security. The team fields over 2,000 queries from advisers every quarter. The most popular topics raised by advisers in October to December 2022 are discussed in today’s podcast. Disclaimer: The podcasts are for adviser use only. They must not be made available to any pers...

Join Eric Vassiliadis, Regional Manager at BTIS, and Joel Grosvenor, Portfolio Manager, as they reflect on the unprecedented year (or 3!) that has been and discuss the biggest challenges facing fund managers. Joel shares his insights on managing multi-asset portfolios into the future and the guiding principles his team uses to make informed decisions in volatile times. Disclaimer: The podcasts are...

Last week ASIC released information sheet 274-Tips for giving self-managed superannuation fund advice. The guidance removes the confusion about whether Financial Advisers can recommend the establishment of a new SMSF for clients with less than $500,000 in Superannuation savings, in this podcast I will review the guidance and run through some tips and traps that Advisers need to be aware of. Discla...

We’ve been hearing the term ‘gender pay gap’ since the 1860s but the problem is probably as old as time itself. Is there really a gap? What’s causing it and how is it relevant to advising your clients? In this week’s BT TECHknow podcast BT’s Sarah Conte and Anne Graham, CEO and Senior Financial planner at Story Wealth Management discuss tips for engaging female clients.