BT Academy

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge. The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

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Jaksot(211)

Steve Fort, Head of Advice, Invest Blue on Amazon and Blackrock.

Lessons from the BT US study tour In this podcast, Steve Fort, Head of Adviceat Invest Blue, reflects on the things he learned from the Amazon Web Services and Blackrock visits. Disclaimer: The co...

8 Maalis 20232min

Stephen Furness, Director, MGD Wealth on Morgan Stanley

Lessons from the BT US study tour In this podcast, Stephen Furness, Director at MGD Wealth, chats about the conversations he had with people at the Morgan Stanley group as well as the things he learn...

8 Maalis 20232min

Pat Duke, Director and Principal Adviser, Integral Private on Amazon and Blackrock

Lessons from the BT US study tour In this podcast, Pat Duke, Director and Principal Adviser from Integral Private Wealth, shares some key takeaways from his time at New York Stock Exchange, Amazon We...

8 Maalis 20232min

TechKnow - Cracking the code on super balance equality

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 Wo...

8 Maalis 20238min

TechKnow - SMSF’s 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 ...

2 Maalis 202311min

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 sessio...

23 Helmi 202315min

TechKnow - 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. Disclaim...

16 Helmi 202318min

InvestTalk with Bruce Zhao

In this episode, Bruce Zhao - Senior Portfolio Analyst, provides a summary of the BT Investment team’s outlook for 2023. As part of this, Bruce touches on some of the key themes which are likely to ...

15 Helmi 202312min