7 min

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

    • Business

With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fixed term agreement is better than an on-going fee arrangement. In this podcast we look at this issue and ask is one approach any better than the other?

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• Technical podcast: Tech Know - Topic description
• Investments podcast: Weekly economic update -

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BT
Wealth
Advisors
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legislation
regulations

c. Description:
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Disclaimer:
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.

With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fixed term agreement is better than an on-going fee arrangement. In this podcast we look at this issue and ask is one approach any better than the other?

1.2 Once the file has automatically uploaded to the BT Academy channel, press ‘edit’ and update the following:

a. Title: (100 char max)
• Technical podcast: Tech Know - Topic description
• Investments podcast: Weekly economic update -

b. Additional tags:
BT
Wealth
Advisors
Planners
legislation
regulations

c. Description:
Insert description provided and the following disclaimer

Disclaimer:
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.

7 min

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