Techknow - Cracking the code on super balance equality

08 Mar 2023

Podcast

Information for advice professionals only.

With the recent news that the gender pay gap has fallen to its narrowest margin of 13.3%, the gap that exists in super balances remains almost twice that. As celebrations commence for International Women’s Day 2023, a day that recognises not only how far we have come toward gender equality, but also how far we have to go, this week’s podcast looks at the role financial advisers can play to help crack the code on super balance equality.

You can also access this podcast via Soundcloud.

Techknow - SMSFs and the Death Bed withdrawal

On 10 February 2023, the ATO released a new guidance discussing the issue of death bed withdrawals by superannuation members, confirming their position that in most instances a benefit requested by a member before death but paid after the death of the member will be a death benefit payment. In this podcast we will discuss the guidance and possible scenarios and consequences.

Podcast

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

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.

Podcast

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

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.