Techknow - Questions from the recent BT Academy Webinar ‘Indexation considerations and preparation’

22 Feb 2023

Podcast

Information for advice professionals only.

Following on from a recent webinar on the indexation of the general transfer balance cap and related thresholds, in this week's podcast we look at three questions that advisers asked during the session.

You can also access this podcast via Soundcloud.

Quality of Advice Review overview

The Government recently released the final report into the Quality of Advice Review. In this week’s podcast we discuss the recommendations and their potential impacts for financial advisers.

Podcast

Death and taxes (and super)

Death and taxes. As the old saying goes, these are the two certainties in life. And judging by the attendance numbers at one of our recent BT Academy webinars, relating these certainties to the area of superannuation is certain to draw a crowd. In this podcast, we look more into the area of superannuation death benefits and discuss planning and timing issues advisers should be aware of.

Podcast

Double indexation hits super thresholds

With less than five months to the end of the financial year, it’s not too early to start planning around end of financial year issues and opportunities. Recent CPI announcements have confirmed that some superannuation thresholds will benefit from a double indexation benefit and in this week’s podcast we look at some of the opportunities and issues this may present in year end planning.

Podcast

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.