Breach Reporting 2.0

Podcast

Information for advice professionals only.

While changes were made to the breach reporting regime in 2021, the release of ASIC Corporations and Credit (Amendment) Instrument 2023/589 made modifications to reporting requirements and reporting timeframes from 20 October 2023. In this week’s TECHKnow Podcast, the Principal’s Community, Donna Penny joins BT’s Sarah Conte to discuss the impact of these changes on financial advisers and licensees.

You can also access this podcast via Soundcloud.

Legislation to recognise the experience of eligible existing financial advisers as an alternative pathway to meeting the education requirement recently received Royal Assent. In this week’s podcast we explore the requirements needed to utilise this pathway.
Podcast
With over 18 months until the new proposed tax on super balances over $3M commences, is it too soon to start planning for its introduction? In this podcast we focus in on the proposed super tax and talk the issues and opportunities it might create.
Podcast
This 18 Oct, 2023 podcast addresses four questions recently asked by advisers to the technical hotline.
Podcast

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.