TechKnow – A week for reflection or preparation (or both)?


Information for advice professionals only.

In what has been a comparatively quiet week for the financial planning sector, in this podcast we turn our mind to potential opportunities that the future may present, as well as a reminder on impending changes.

Listen to the podcast below.

You can also access this podcast via Soundcloud.

Access the latest in practice insights, market news and articles to help you grow your business.

This podcast addresses some things to consider when making superannuation death benefit nominations, specifically whether to nominate an individual directly or to have benefits pass on via a person’s estate.
When client’s cease or gain Australian tax residency, a number of issues can arise from a taxation and social security perspective. Following on from a recent presentation on this topic, we look in more detail a number of questions that were raised on the implications of changing tax residency.

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%.


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.