A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way.
This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.
This podcast addresses some things to consider when making superannuation death benefit nominations, specifically whether to nominate an individual directly or to have benefits pass on via a person’s estate.
The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.
In this episode Matt Harvey is joined by BT’s CIO, Corrin Collocott. Corrin discusses how his background as an engineer has shaped his investment philosophy. He also reflects on the last 5+ years he has been with BT and some of the key changes he has implemented across the portfolios. Lastly, Corrin provides his outlook for markets and how he and the team construct portfolios for the long-term.
In this episode of Invest Talk we discuss the growing demand for ESG and sustainable investing more broadly. Matt Harvey is joined by two sustainable investing experts, Jessie Pettigrew – BT’s Head of Sustainability and ESG and Alison George – Head of Research at Regnan. Jessie and Alison discuss BTIS’ approach to asset stewardship, the role each plays and the importance of transparency.