BT Academy - podcast series

Following on from a recent webinar on residential aged care, in this week's podcast we look at three questions that advisers asked during the session.

With the recent passage of the Delivering Better Financial Outcomes Bill, the Ongoing Fee Arrangement landscape is due to change early next year.

The first tranche of reforms from the Quality of Advice Review has passed through Parliament, received Royal Assent, and is now law. But has it been an unqualified success?

This podcast addresses five questions which were asked by advisers during and after the recent fortnightly webinar ‘Frequently asked and most interesting questions from the technical hotline'.

This podcast will recap the First Home Super Saver rules, explain the rules, touch on some recent changes and review when this may be beneficial for clients.

The release of ASIC Information Sheet 281 provides guidance to relevant providers seeking to access the experience pathway.

Around one third of marriages in Australia end in divorce. Generally, the financial impacts of separation on women are more significant than those felt by men.

May 14, 2024 was the day the Government delivered the 2024 Federal Budget. It would be fair to say it contained no surprises from a wealth perspective.

With limits to the amount an individual can contribute to superannuation without tax penalty each year, it’s important to understand the circumstances, strategies and solutions to excess contribution issues.

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,