A quality review, but what’s in and what’s out?

Podcast

Information for advice professionals only.

Recently the Government finalised the Terms of Reference for the 2022 Quality of Advice Review, and announced who would be chairing the review.  Whilst the included items in the Terms of Reference are important, so too are those areas specifically ruled out for recommendations. In this podcast we look at some of the important inclusions and exclusions and what this could mean.

You can also access this podcast via Soundcloud.

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast
Not because it's Valentine's Day, but because there were a number of question raised off the back of a recent BT Academy webinar on love and marriage and financial planning opportunities at that time of a client's life, this week's podcast focuses in on a number of the issues raised.
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.