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    Events & webinars

    Webinar: Who would've thunk it? 1 July 2021 Superannuation changes

    Webinar

    Information for advice professionals only.

    The indexation of superannuation caps and thresholds is usually a mundane affair, however the nature of the 1 July 2021 changes will result in impacts we have never previously seen!

    This session covers:

    • Which caps and thresholds are and are not being indexed,
    • How to determine which of the new 100 different personal transfer balance caps applies to a client (including how this impacts death benefit pensions).
    • Case studies to illustrate how your impacted clients can take advantage of changes without falling into one of the many pitfalls.

    This webinar is accredited with CPD by the FPA.

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    Webinar: Gearing - Is it time to jump back on the roller-coaster?

    With interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
    Webinar
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    Webinar: SMSF’s - Limiting the LRBA?

    This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

    Webinar
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    Webinar: Preparing for a successful Budget outcome

    We all know and tell our clients that the key to a successful budget is preparation. Knowing what is coming and what is achievable. It's no different when it comes to the 2021 Federal Budget.
    Webinar




    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.