Strategies & technical resources

Originally restricted to those who were at least substantially self-employed, personal deductible contributions can now be used more widely.

Concessional contributions are contributions where a tax deduction has been claimed. A general cap applies but some may be able to use carry forward amounts.

The government subsidises Home Care Packages for those who are eligible. Two types of fees may be payable depending on the package and level of income.

Residential aged care can be expensive, but before clients pay the accommodation costs for a parent they need to be aware of the impact on other fees.

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.

Running a business means taking all sorts of risks, many of which can be difficult to control. However, one type of risk a business can have a degree of control over is people. Learn more.

A cancer diagnosis is never good news but efforts to increase support beyond a claims payout are leading to better outcomes for consumers and insurers.