Regulatory & technical updates

In this session we look at the investment world for SMSFs and explore when 13.22C unit trusts can help solve investment related concerns.

Whilst financial advisers are bound to follow the Code of Ethics, they are faced with a range of ethical dilemmas that are not easily dealt with by the code.

Access our series of CPD accredited webinars to begin earning CPD points and stay on top of your professional development, including ASIC and Legislated CPD areas.

An outline of what is assessed in the assets test and income test. All assets that the client has are assessable under the assets test.

Documenting granny flat arrangements can protect the interests of elder relatives. However, there may be tax, estate planning and other consequences.

Super death benefits are subject to the transfer balance cap rules where a death benefit income stream is paid. Child pensions also have special rules.

With the start of a new financial year now here, in many instances it’s time to reset and look at what new opportunities this provides for clients.

Division 296 is coming. With its significant win in the recent 2025 Federal election, the Government is on track to introduce legislation for this measure.

The extent of Labor’s win at the recent Australian Federal Election has surprised many commentators.

As we gear up for the next Federal election, in our latest TechKnow podcast we look at what we know about the major parties’ stance on various financial services related topics.

Bryan chats with James Dakin from Park Street Group about the great intergenerational wealth transfer in which trillions of dollars of wealth are expected to transfer between generations over the coming years.

There is no doubt that 2025 will be an interesting year for the financial advice profession, with previous measures by the Government still making their way through the parliamentary process.

Recently the Government has made a new announcement regarding the Quality of Advice Review and its Delivering Better Financial Outcomes response.

In mid-September, major aged care reforms were introduced into parliament. This podcast will summarise the impending changes to residential aged care fees.

Common and interesting questions relating to superannuation death benefits

Certainly not our first rodeo, but with the quarter coming to an end, and Parliament having risen for a few weeks.

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.