BT Academy - podcast series

With changes to contribution rules from 1 July 2022 and the ability to use the bring forward until age 75, will recontribution strategies come back into favour? Following on from a recent webinar on this topic, in this week's podcast we look at questions advisers have raised about this opportunity.

In this week’s podcast, we are joined by Sean Howard and Rahul Singh from Challenger to discuss the essential principles of entering residential aged care.

In this episode, Travis Grant is joined by Robert O.Abad (Western Asset Management) and Eu Joe Chan (BT Investment Team) to discuss inflation, central bank tightening cycle, the impact on markets and investment opportunities as an active fixed interest manager. Robert also takes a deep dive into what neutral rates may look like and what other key risks a bond manager needs to consider outside central banks.

Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure there is a plan in place for investing in, holding and realising assets in line with the investment objectives and retirement goals of the funds members. But what does this all mean?

No hidden immunity idols. No immunity challenges. It’s time to vote. Whilst it may not be great TV, the 2022 Federal election has been called and in this reality series, there can be only one ultimate survivor. With no wealth related policies yet announced, in this podcast we look at what measures didn’t get enacted, and are in limbo, as a result of the calling of the Federal election.

Earlier this year Legislation giving effect to the Retirement Income Covenant passed the Parliament. The covenant will require trustees to have a retirement income strategy that outlines how they plan to assist their members in retirement.

In this episode, Travis Grant is joined by Nabil Hanano (T.Rowe Price) and Adam Deering (BT Investment Team) to discuss the challenges navigating global equities markets during increased levels of volatility. Nabil takes a deep dive on T Rowe Global Focused Growth Equity Strategy, reiterating the importance of sticking to the process and how to make decisions during a crisis.

ASIC recently released information concerning possible actions of influencers that could stray into the provision of advice. In this podcast, we look at ASIC comments and what it also means for authorised advisers.

Recently the Government finalised the Terms of Reference for the 2022 Quality of Advice Review, and announced who would be chairing the review. Whilst the included items in the Terms of Reference are important, so too are those areas specifically ruled out for recommendations. In this podcast we look at some of the important inclusions and exclusions and what this could mean.

As we celebrate International Women’s day, a day that recognises not only how far we have come toward gender equality, but also how far we have to go, it’s essential we consider how finances play a part in this journey toward equality and what role financial advisers can play in helping their female clients break the bias.

Using the downsizer contribution strategy can give clients a significant boost in their retirement savings. But meeting the right criteria is important as otherwise it can lead to excess contribution issues. In this podcast we discuss the relevant criteria for making a downsizer contributions to super and frequently asked questions from advisers on this topic.

Self-managed super fund (SMSFs) must meet numerous rules in order to benefit from the concessional tax treatment of superannuation. One of the most important of these is for an SMSF to satisfy the three residency tests, that is to be an 'Australian Superannuation Fund' at all times.

In this episode, Tim Mugglestone is joined by Dr Joanna Nash (Realindex) and Martina Yang (BT Investment Solutions) to discuss the benefits that a quantitative strategy can bring to a diversified strategy. Joanna provides some unique insights into the approach taken by Realindex in the Australian Equity environment and provides an outlook for the value based approach.

The 2022 Parliamentary sitting started with a big bang, with the passage of a number of superannuation measures announced in the 2021 Budget. In this podcast, we look at what the changes are and potential opportunities for clients.

Not because it's Valentine's Day, but because there were a number of question raised off the back of a recent BT Academy webinar on love and marriage and financial planning opportunities at that time of a client's life, this week's podcast focuses in on a number of the issues raised.