Tech Know - Did you miss these announcements at year end?

Podcast & PDF

Information for advice professionals only.

With a large focus on dealing to year end issues, it could have been easy to miss the release of the 2021 Intergenerational Report and a joint communication from ASIC and APRA to super trustees on monitoring advice fees being charged to members’ super accounts.  In this podcast we look at these announcements and some of their implications.

Listen to the podcast below or download the technical podcast 02/07/21 transcript.

You can also access this podcast via Soundcloud.

24 Jun 2021

We cater to the diverse needs of our clients by providing a spectrum of advice solutions, from the flexibility of execution-only service for wholesale and institutional clients, to providing access to external specialists who support our client’s personal and comprehensive advice needs.

Podcast & PDF
Dealing to the new annual consent requirements for clients in ongoing fee arrangements continues to create some elements of uncertainty across the financial advice industry. In the past few weeks however there have been a number of announcements that clarify some of the uncertainty. In this week’s podcast we delve into these issues further.
Podcast & PDF
On 29 May 2021, the Federal Government announced an extension to the temporary reduction of the superannuation pension minimum draw down requirements for the 2021/22 financial year.
Podcast & PDF

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.