BT Academy

Parliament has returned for the last sittings before the end of 2022. This podcast will summarise some of the measures that have recently passed during the current sitting. 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 Ba...

This podcast addresses several 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 present...

In this episode of InvestTalk, Eric Vassiliadis talks with Income & Alternatives Portfolio Manager, Eu Joe Chan, about the roles that fixed income, private debt, infrastructure, and property play in the BT and Advance portfolios. We then move to the short and long-term outlook for bonds considering inflation. Lastly, we take a deeper dive into infrastructure characteristics and aspects of valuatio...

The Quality of Advice Review has recently released a snapshot of data and proposals being considered by the review committee around conflicted remuneration in relation to general and life insurance. 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...

Members of self-managed superannuation funds (SMSFs) enjoy contribution and investment opportunities that are not available via APRA regulated funds but these come with added complexity. Superannuation legislation is continually changing and the recent changes to the contribution rules have been significant and created new advice opportunities. In this Podcast we will look at the What, How and Whe...

On 25 October 2022, the new Labor Government handed down its October 2022/23Federal Budget. In this week's TECHknow podcast, Bryan Ashenden discusses what's in, what’s out, what’s deferred and what impact the proposals may have on 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 per...

This podcast addresses some questions which were asked by advisers during and after the recent BT Academy fortnightly webinar ‘The 3R’s of estate planning’ 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...

In this episode of InvestTalk, BT Investment Solutions’ Head of Asset Allocation and Portfolio manager of the Advance Diversified Funds, James Kerr, discusses the recent launch of the BT Multi Strategies Fund. James explains the role that it plays within the broader diversified portfolios, why the team decided now was the right time to launch the strategy and some insights on the underly managers...

There is a Bill before parliament incorporating changes to the Child Care Subsidy. Earmarked as the upcoming Federal Budget’s ‘biggest on-budget commitment’ this podcast will look at what these changes are as well as their potential benefits. 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...

This Podcast will provide you with a high level overview of recent policy and regulatory changes impacting SMSFs and what the government is currently consulting on. 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 Co...

Financial advisers have been seeking clarity from the BT Technical Services team on a range of topics over the last quarter, across superannuation, tax and social security. In this week’s podcast we review the top 5 questions the team has received.

The new breaching reporting obligations came into effect on 1 October 2021 and it’s safe to say these add an additional layer of complexity given the expanded scope and penalties that apply. In this week’s TECHknow podcast BT’s Sarah Conte discusses the new regime with Brian Pollock, Director of Corporate Governance for the Principal’s Community. Disclaimer: The podcasts are for adviser use only....

In this episode, Michelle Heinrich is joined by Prasad Patkar (Platypus Asset Management) and Martina Yang (BT Investment Team) to deep dive our active multi- manager approach to the Australian share asset class and the role Platypus plays in this strategy. Prasad and Martina also discuss how Platypus identify quality growth companies in the concentrated portfolio they run for BT, and how they hav...

Parliament has returned for the Spring sittings, however due to the passing of Her Late Majesty the timing has been reconfigured. This podcast will summarise some of the measures that are still before parliament and the implications of the rescheduling. 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 communica...

The Quality of Advice Review has released a consultation paper on potential proposals for changes to the financial services regime related to the provision of financial advice. In this podcast we explore some of these proposals in detail and consider what the potential consequences could be. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any in...

There is a Bill before parliament to increase the income thresholds for the Commonwealth Seniors Health Card eligibility, making it available to more Australians. In this podcast we look at what these changes are, how to qualify, and the potential benefits the Card offers. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any information in them m...

Practicing ethical decision making can help maintain a compliant, honest, transparent and client focussed organisational culture. In this session, we will introduce a 7 step ethical decision making model and identify how you can use ethical reflection to meet the Safe Harbour provisions and Code of ethics. Using case studies of common client scenarios we will demonstrate how ethical practice can a...

When a client is considering establishing a granny flat right or interest in a home, how they create the right or interest will determine whether they are considered a homeowner or non-homeowner, and whether the value of the interest is included in the clients assets for the assets means test. These factors all affect a client’s eligibility for income support and how much they may receive and are...

As we exit transition and operate under the new rules there will surely be teething issues when it comes to ongoing fee arrangements. In this week’s TECHknow podcast, Sarah Conte discusses the changes and some of the traps to be aware of with Brian Pollock, Director Corporate Governance for the Principal’s community. Disclaimer: The podcasts are for adviser use only. They must not be made availabl...

In this instalment of BT InvestTalk, Michelle Heinrich is joined by Corrin Collocott, Chief investment Officer of BTIS for a deep dive on key macroeconomic developments of FY22 and the impact on BT portfolio and investor outcomes. Also discussed is the role of strategic and dynamic asset allocation, and how the BT range of solutions have continued to evolve. Finally, Corrin provides insights into...

The new Federal Parliament has just completed its first weeks of sitting since the 2022 Federal election. In this week’s podcast we look at what measures have been introduced as a result of election announcements. 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 writ...

As proposed in the 21/22 Federal Budget and legislated in April 2022, new enhancements to the Home Equity Access Scheme (formerly the Pension Loan Scheme) have come into effect from 1 July 2022. In this week's podcast we review what these changes mean 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 b...

In this week’s podcast, Matt Manning addresses five questions which were asked during the recent BT Academy Technical webinar, 2022/23 contribution strategies. 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 Corpora...

Considering how eligible clients can split certain super contribution with their spouse can be a powerful strategy to boost retirement savings, help with balance equalisation or tax-effectively manage insurance held through super. While not required to be offered by super funds, where your clients have the choice, contributions splitting can open a number of planning opportunities. Disclaimer: The...

In this instalment of BT InvestTalk, Paul Trainor is joined by Jessie Pettigrew (Head of Sustainability and ESG for BT Investment Solutions) to explore the ever-evolving ESG space. From investment green-washing and recent political developments, to thoughts on the energy sector, Jessie provides insights for advisors on these issues and more. Disclaimer: The podcasts are for adviser use only. They...