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Showing 11 - 20 of 26 results for "BT Advice"

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... retain as much working capital as possible if the retirement exemption were to be used in the future. The next session by BT Advice Capability & Conduct senior technical specialist Janet Manzanero-Caruana looked at aged care case studies involving couples. ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... targets and directly address industry reputation issues," the Attitude towards women in financial advice report said. BT Advice and Private Wealth general manager Jane Watts said millennials particularly are looking for career opportunities that align ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... and superannuation funds that were recommended life insurance policies by St George Bank, Bank of Melbourne, BankSA or BT Advice. According to the statement of claim, advised customers paid premiums that were 4.5% higher than premiums payable on identical ...

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
... changes to limited recourse borrowing arrangements have been advisers' primary concern over the past quarter, according to BT Advice Technical research. Advisers' queries focused on two key issues: first, the proposal to combine outstanding LRBA debt ...

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... Capital gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how ...

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... increasingly hot topic for financial advisers, with clarification around non-account based pensions leading queries to the BT Advice Technical team. According to BT's technical consultant Tim Howard, the team saw a growing interest in the area throughout ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards ...

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... priority will be working through the changes with our people as we work through our structure," the spokesperson said. BT Advice Research is currently headed by Charmaine Chung while the Investment Research & Governance team is led by Marnie McLaren. ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has ...

MLC Advice names new state manager

LINDA HAUSKEN  |  THURSDAY, 7 JUN 2012
MLC Advice Solutions has appointed Marc Cassidy as its new state manager for Victoria, commencing July 2. Cassidy will assume responsibility for the delivery of the advice offering and practice management services to advisers in Victoria and Tasmania. ...