Estate planning dependency and taxes

Podcast

Information for advice professionals only.

This podcast addresses some questions which were asked by advisers during and after the recent BT Academy fortnightly webinar ‘The 3R’s of estate planning’

You can also access this podcast via Soundcloud.

There is a Bill before parliament incorporating changes to the Child Care Subsidy. Earmarked as the upcoming Federal Budget’s ‘biggest on-budget commitment’ this podcast will look at what these changes are as well as their potential benefits.
Podcast
This Podcast will provide you with a high level overview of recent policy and regulatory changes impacting SMSFs and what the government is currently consulting on.
Podcast
Financial advisers have been seeking clarity from the BT Technical Services team on a range of topics over the last quarter, across superannuation, tax and social security. In this week’s podcast we review the top 5 questions the team has received.
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.