BT Academy

30 June is important, not only for individuals, but also for those running a SMSF. In this podcast, we look at a number of issues relevant for SMSFs that trustees (and their advisers) should be thinking about at this time of 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 witho...

Dealing to the new annual consent requirements for clients in ongoing fee arrangements continues to create some elements of uncertainty across the financial advice industry. In the past few weeks however there have been a number of announcements that clarify some of the uncertainty. In this week’s podcast we delve into these issues further. Disclaimer: The podcasts are for adviser use only. They m...

On 29 May 2021, the Federal Government announced an extension to the temporary reduction of the superannuation pension minimum draw down requirements for the 2021/22 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 W...

In this episode Matt is joined by Luke Crane, Portfolio Manager with the BT Investment Solutions (BTIS) asset allocation team. Luke explains BTIS’ approach to managing currency exposure within diversified portfolios. He also provides his thoughts on the rise in popularity of digital currencies and the challenges asset allocators face. For more information on evaluating cryptocurrencies as an asset...

With the FASEA appearance at the Senate Estimate Committee this week, this week's podcast looks at the potential for amendments to Standard 3 of the FASEA Code of Ethics. 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 Bank...

The news this week has all been about super. With the latest super statistics released from APRA and the ATO, the future of super looks great. But there is still much to be addressed. 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...

The announced changes to super from the 2021/2022 Federal Budget are over 12 months away from taking effect. But what opportunities could they present to clients if enacted? In this week’s podcast we look at this in more detail, with a focus on the increased ability to contribute to super for longer. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person a...

In this third instalment of Invest Talk, Paul Trainor chats all things infrastructure with Ben McVicar, Portfolio Manager for the Magellan Infrastructure fund. In reflecting upon the current macro environment of fiscal stimulus and inflationary expectations, Paul & Ben discuss how Magellan’s framework around infrastructure investing changed during this time of COVID and explore opportunities that...

With the 2021/22 Federal Budget delivered earlier this week, in today’s BT TechKnow podcast we revisit some of the key themes around aged care, superannuation and measures targeted for women. 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, par...

With the 2021 Federal Budget just around the corner, we sat down with Peter Burgess, Deputy CEO and Director of Policy and Education from the SMSF Association to discuss a number of proposals put forward to Government in the SMSF Association’s pre-budget submission. With a number of proposals equally relevant for the broader super environment, this should be compulsory listening for financial advi...

Several temporary Covid-19 social security measures were amended at the end of March. Many have ended, some were adjusted, and we will look at these changes in detail. 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...

This week the Financial Services Council released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the best interests duty and documentation requirements. In this week’s podcast, we sit down with Blake Briggs, Deputy CEO of the Financial Services Council to discuss the green paper and these important i...

With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fixed term agreement is better than an on-going fee arrangement. In this podcast we look at this issue and ask is one approach any better than the other? Disclaimer: The podcasts are for adviser use only...

As 30 June approaches, in this podcast we discuss end of financial year advice opportunities, particularly those unique to 2020/21 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...

With the annual consent finalised in Parliament, ASIC has now released legislative instruments to provide further detail as well as a Report responding to consultation on the measures. In this podcast we look into this additional information to see how it can assist through the annual consent processes. Things you should know: The podcasts are for adviser use only. They must not be made available...

As we move closer toward the end of the financial year, in this podcast we discuss the ongoing proposed change to the bring-forward rule, plus indexation of contribution caps. 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...

Recent exam results from FASEA have shown there are a large number of advisers still to successfully pass the FASEA exam, but there is still time to make it. And given the current environment, the opportunities for providing advice are increasing. 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...

In this first episode, Matt Harvey is joined by Joel Grosvenor, Portfolio Manager for the CoreSeries portfolios. Matt & Joel discuss the major changes implemented across the portfolios since inception, areas of focus in the year ahead and take a deeper dive into a piece of research Joel recently published, highlighting the unusually large dispersion in active returns amongst Australian Equity mana...

As we celebrate international women’s day this week, in this podcast we highlight the gender gap raised as part of the retirement income review findings. 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....

Annual consent legislation has received Royal Assent and will apply from 1 July 2021. In this podcast, we explore additional issues that aren’t addressed by the legislation for which clarity is needed for successful implementation of these measures. 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...

Annual consent legislation has passed parliament, but with it are measures that focus on the independence of advisers. In this podcast, we discuss these further as well as the indexation of superannuation contribution caps from 1 July 2021. 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 pe...

In a week where the news has been largely focussed on the news -or a lack of news – this week’s podcast looks at the news to report from Federal Parliament. 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 Corporatio...

This week’s podcast looks at issues being floated for changes to super as we edge towards the 2021 Federal Budget. 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...

This week’s podcast discusses the confirmation this week that the total super balance and transfer balance caps will increase from 1 July 2021, and the potential changes that may occur in the first sitting of Federal Parliament for 2021. 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...

This week’s podcast looks back at some of the biggest issues that arose during 2020 – technically speaking. We focus on where the bring forward legislation and annual consent is at and key pieces of consultation released by ASIC. 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 withou...