All Episodes

Five unanswered questions on the biggest tax changes in decades

TechKnow - These are taxing times

TechKnow - What a super budget

Tech Know - AML/CTF reforms – what to expect

TechKnow - Looking ahead in 2026 – part 2

Techknow - Looking ahead in 2026 – part 1

TechKnow - 2025 wrap up – navigating an evolving advice landscape

TechKnow - Are you ready for aged care reforms?

TechKnow - 958 days of super tax reform: what’s changed?

TechKnow - What's on the minds of advisers?

TechKnow - Education and planning critical to smooth death benefit payments

TechKnow - New financial year, new opportunities

TechKnow - What to do about Division 296

TechKnow - A week is a long time in politics

TechKnow - Time to gear up

TechKnow - The trillion dollar transfer is coming, and so is the Federal Election

TechKnow - Predictions or predilections – what might 2025 have in store?

TechKnow - Has Santa delivered?

HerAdvice: Episode 10 – The benefits of empowering others

TechKnow - Aged care legislation update

HerAdvice: Episode 9 – The real value of advice for mid-life women

TechKnow - Superannuation Death Benefits

Diversify - Empowering financial advisers with private markets insights.

TechKnow - Technical round-up

Podcast - The types of impact investing and how they became investable

Podcast - Impact within an investment philosophy and underlying process

Podcast - Having better client conversations on impact investing

Podcast - Resetting language and perceptions on impact

Techknow - Questions from the recent BT Academy Webinar ‘More age-old old age questions

Techknow - OFA changes – a win for flexibility

Techknow - Has QAR tranche 1 been an unqualified success?

HerAdvice: Episode 8 - Betsy Westcott

Techknow - Top five adviser questions from the BT technical hotline

Techknow - First home super saver

Techknow - Experience Provider Pathways

TechKnow - Financial impacts of separation

HerAdvice: Episode 7 – It’s never too late

TechKnow podcast - What does the 2024 Budget really mean?

Techknow - Understanding Excess Contributions

Techknow - A quark in the process

Techknow - Conditions of release

Techknow - Legislative update and contribution indexation

TechKnow - International Women’s Day edition – Mind the (pay) gap

HerAdvice: Episode 6 – International Women’s Day edition – Mind the (pay) gap

Techknow - Understanding Contributions Splitting

TechKnow - 24K clarity in 2024

Techknow - New Tax On Super

HerAdvice: Episode 5 – Removing barriers to entry

UK Study Tour - 13 - Key Takeaways

UK Study Tour - 12 - Social Media To Build Your Business

UK Study Tour - 11 - Educating To Engage

UK Study Tour - 10 - Values Of Businesses

UK Study Tour - 9 - Workplace Engagement

UK Study Tour - 8 - Key Theme Contact

UK Study Tour - 7 - Carbon

UK Study Tour - 6 - Top Learnings

UK Study Tour - 5 - Intergenerational Wealth

UK Study Tour - 4 - Vertical Integration

UK Study Tour - 3 - Home Grown Talent

UK Study Tour - 2 - Ways To Exit The Industry

UK Study Tour - 1 - Rush To Consolidate

TechKnow - Have you been naughty or nice?

TechKnow - Breach Reporting 2.0

HerAdvice: Episode 4 – More than numbers: the power of empathy

TechKnow - Key concepts of SMSFs and LRBAs

TechKnow - Planning options around the new super tax

HerAdvice: Episode 3 – Diversity at the leadership table

TechKnow - Topical adviser technical enquiries

TechKnow - Passage cements experience pathway

TechKnow - Investment Strategies for SMSFs

HerAdvice: Episode 2 – The future of advice is bright with guest Jess Harris

TechKnow - Shhh ... can you keep a secret?

TechKnow - BT Learning Lab series

HerAdvice: Episode 1 – Embracing Diversity In Financial Advice

TechKnow - Claiming personal contributions as a tax deduction

TEchKnow - Revisiting recontribution realities

TechKnow - Centrelink rate update

TechKnow - Personal Injury payments and superannuation

TechKnow - What does the Government’s QAR response mean?

TechKnow - Topical adviser technical enquiries

TechKnow - Progress of consultation

TechKnow - 2023 Federal Budget on the horizon

TechKnow - Consultation paves the way for experienced advisers

TechKnow - Legislative update 6 April 2023

TechKnow - A Promoter and a Finfluencer walk into a bar

TechKnow - The Experience Pathway and Legacy Pensions on the mind of advisers

Tony Vikram, Principal Financial Adviser, Affinity Private Advisors on Invesco

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

Stephen Furness, Director, MGD Wealth on Morgan Stanley

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

TechKnow - Cracking the code on super balance equality

TechKnow - SMSF’s and the Death Bed withdrawal.

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

TechKnow - Quality of Advice Review overview

InvestTalk with Bruce Zhao

TechKnow - Death and taxes (and super)

TechKnow - Double indexation hits super thresholds

TechKnow - SMSF investment exotic assets and structures

TechKnow - Quarterly Technical Wrap

InvestTalk with Joel Grosvenor

TechKnow - Recommending SMSFs with(even more) confidence.

TechKnow - Understanding the gender pay gap can help your clients

TechKnow - Legislation update 30 November

TechKnow - Topical adviser technical enquiries

InvestTalk with Eu Joe Chan

TechKnow - The Quality of Advice Review - Key Findings - Life Insurance

TechKnow - SMSF Contribution tips & traps

TechKnow - Federal Budget - solid, sensible and suitable for the times?

Tech Know - Estate planning dependency and taxes

InvestTalk with James Kerr

Tech Know - Child Care Subsidy changes

Tech Know - What's new in SMSF

Tech Know - What’s on your mind?

Tech Know - More complexity with breach reporting

InvestTalk with Michelle Heinrich, Prasad Patkar and Martina Yang

Tech Know - Legislative update

Tech Know - Advice review of quality

Tech Know - Changes to the Commonwealth Seniors Health Card eligibility

Tech Know - Ethics in Practice

Tech Know - Granny flats and means testing

Tech Know - Transitioning out of transition – ongoing fee arrangements going forward

InvestTalk with Michelle Heinrich and Corrin Collocott

Tech Know - The new Parliament kicks off

Tech Know - Home equity access scheme – 1 July changes

TechKnow - 2022/23 Contribution strategies

TechKnow - Understanding contributions splitting

InvestTalk with Paul Trainor and Jessie Pettigrew

Tech Know - What has changed from 1 July 2022?

TechKnow - When can a client access their super under the retirement condition of release

TechKnow - New financial year, new government, but a new agenda?

TechKnow - End of financial year considerations and strategies

InvestTalk with Paul Trainor, Sid Perumbedu and Aikya Investment Management

TechKnow - Home care

Tech Know - Are recontribution contributions strategies back in vogue?

InvestTalk with Travis Grant, Robert A & Eu Joe Chan

Tech Know - The three wise men (of aged care)

Tech Know - SMSF Investment Strategy

Tech Know - It’s time to cast your vote

Tech Know - RICher outcomes from super changes

Invest Talk with Travis Grant, Nabil Hanano & Adam Deering

TechKnow - Clarifying the boundaries of advice

TechKnow - A quality review, but what’s in and what’s out?

Tech Know with Sarah Conte - One giant leap needed for women

Tech Know - Getting the down-low on downsizer contributions.

TechKnow - SMSF Residency Tests

InvestTalk with Tim Mugglestone and Dr Joanna Nash

Tech Know - It all started with a big bang

Tech Know - What does love and marriage have to do with financial advice?

Tech Know - Will 2022 be any different?

Invest Talk 18 Jan 2022

TechKnow - What the dickens is going on?

TechKnow - DINky di approach to directorships

TechKnow - Questions in review from 2021 to 2022

TechKnow - Will Code changes deliver certainty?

TechKnow - Questions about ‘Carry forward concessional contributions’.

TechKnow - Accessing super via TPD or terminal illness conditions of release.

TechKnow - It happens in threes

InvestmentTalk with Eric Vassiliadis

TechKnow - Queries from the BT Academy aged care webinar

TechKnow - Questions about the ‘Pension Loans Scheme

TechKnow - Could this be the future of advice?

TechKnow - DDO and the Retirement Income Covenant’s impact on retirement advice

TechKnow - A wholesale approach for SMSFs

TechKnow - A week for reflection or preparation(or both)?

Techknow - Super death benefits - direct or via the estate?

TechKnow - Does changing residency have to be taxing?

Techknow - Self managed super-streaming

TechKnow – Re-contribution of Covid-19 early release amounts

TechKnow - Time for an advice pandemic

Invest Talk with Corrin Collocott

TechKnow - Breathing a sigh of ASIC relief

TechKnow - Will changes lead to Better Advice?

TechKnow - Recent ATO rulings of importance for SMSFs

TechKnow - It comes in threes (at least for this past week)

Techknow - An update on SMSFs and granny-flats

TechKnow - Contribution Cap Increments

TechKnow - Did you miss these announcements at year end?

TechKnow - SMSF considerations at 30 June

TechKnow - OFA clarity brings some relief

TechKnow – Opportunities from reduced pension minimums in 2021/22

Invest Talk with Matt Harvey and Luke Crane on the role of currencies within diversified portfolios

TechKnow - To advise or not to advise – the Standard 3 questions

Tech Know - All about super

Tech Know - What could the 2021/2022 Budget mean for super?

Invest Talk with Paul Trainor and Magellan’s Ben McVicar

Tech know - Revisiting the 2021 Budget

Tech Know - A Budget wish list?

Tech Know - What are the recent changes to social security payments?

Tech Know - What could the future of advice look like?

Tech Know - Is a fixed term better than an on-going fee arrangement?

Tech Know - Planning for year end before it’s too late

Tech Know - Annual consent is about more than a “yes”

Tech Know - How to advise clients in times of pending indexation and proposed legislative change?

Tech Know - The opportunity for more advice

Invest Talk with Matt Harvey and Joel Grosvenor

Tech Know - The Gender gap in retirement, gap or vast chasm?

Tech Know - Dear client, do you take this adviser for support over the next 12 months?

Tech Know - A week of big and small changes, but all important

Tech Know - Extra! Extra! Read all about it!

Tech Know - The great super debate begins (again)

Tech Know - 2021 A little bit more for retirement

Tech Know - 2020 in review and what's coming in 2021

Tech Know - FASEA's future up in the air

Tech Know - What the Retirement Income Review said about SG

Tech Know - The Retirement Income Review and insurance in super

Tech Know - It comes in threes, future advice landscape

Tech Know - A slow week in Parliament for Advice measures

Tech Know - Seven technical wishes for Christmas 2020

Tech Know - FASEA's draft guidance to the Code of Ethics

Tech Know - Future of Advice Summit