Topical adviser technical enquiries

Podcast

Information for advice professionals only.

This podcast addresses several questions recently asked by advisers to the technical hotline.

You can also access this podcast via Soundcloud.

The Quality of Advice Review has recently released a snapshot of data and proposals being considered by the review committee around conflicted remuneration in relation to general and life insurance.
Podcast
Members of self-managed superannuation funds (SMSFs) enjoy contribution and investment opportunities that are not available via APRA regulated funds but these come with added complexity. Superannuation legislation is continually changing and the recent changes to the contribution rules have been significant and created new advice opportunities. In this Podcast we will look at the What, How and When of contributions made to SMSFs.
Podcast
On 25 October 2022, the new Labor Government handed down its October 2022/23Federal Budget. In this week's TECHknow podcast, Bryan Ashenden discusses what's in, what’s out, what’s deferred and what impact the proposals may have on clients.
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.