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In this episode of the ifa Show, BT head of financial literacy and advocacy Bryan Ashenden joins host Sarah Kendell for a deep dive into some of the specifics announced in this year’s budget and how advisers can factor these into their planning with clients.
Bryan unpacks some of the new concessions for retiree clients, including the extension of downsizer provisions and two-year amnesty on legacy retirement products. He also details the benefits for women, part-time workers and younger investors, and what these changes mean for advisers with a federal election looming.
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