BT Academy - podcast series

Not a quirk, but a quark – a fundamental constituent of matter. And in this case, what matters is getting the Quality of Advice Review legislation correct. In this podcast we look at the first tranche of the quality of advice review measures that has hit parliament in the form of a Bill.

This podcast addresses frequently asked and interesting questions relating to the superannuation conditions of release.

This podcast will touch on the recently legislated tax changes and indexation of some contribution thresholds that will apply from next financial year.

In our first episode for 2024, we celebrate International Women’s Day. Sarah Conte of BT’s Advice Technical & Regulatory team chats with Christine Lusher from Lush Wealth about the role financial advisers can play in accelerating progress towards closing the gender pay gap.

Contributions splitting can be a powerful strategy to boost retirement savings, help with balance equalisation and tax-effectively manage insurance held through super.

In pursuit of perfection, is 2024 the year to make a real difference – both for clients and for advisers? Five years on from the final report of the Financial Services Royal Commission,

This podcast addresses the proposed Division 296 tax that from 1 July 2025 will impose an additional tax liability on super earnings for those with super balances in excess of $3 million.

It has been a big year in advice, so this fortnight will look back on the key themes of calls from advisers to our technical hotline over the last 12 months, as well as looking at what strategy options are coming up for consideration as we head into 2024!

While changes were made to the breach reporting regime in 2021, the release of ASIC Corporations and Credit (Amendment) Instrument 2023/589 made modifications to reporting requirements and reporting timeframes from 20 October 2023.

Clients may establish SMSFs to hold investments supported by borrowing, or to give them the opportunity to do so in the future. Do you feel you are across who gearing is suitable for and what alternatives to traditional limited recourse borrowing arrangements (LRBAs) are available? In today’s podcast we touch on the key concepts of borrowing in an SMSF.

With over 18 months until the new proposed tax on super balances over $3M commences, is it too soon to start planning for its introduction? In this podcast we focus in on the proposed super tax and talk the issues and opportunities it might create.

This 18 Oct, 2023 podcast addresses four questions recently asked by advisers to the technical hotline.

Legislation to recognise the experience of eligible existing financial advisers as an alternative pathway to meeting the education requirement recently received Royal Assent. In this week’s podcast we explore the requirements needed to utilise this pathway.

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. But what does this all mean?

As financial advisers, to provide personal advice to our clients we are required to capture their personal information. With recent data breaches top of mind for many Australians, keeping this data confidential is not only necessary, it’s the law.