Information for advice professionals only.
From 1 July 2021, for many clients who are eligible strategies involving carry forward concessional contributions have become more tax effective.
This webinar will;
- Outline the eligibility requirements to utilise carry forward concessional contributions,
- Demonstrate how to quantify the potential benefit of the strategy and traps to avoid,
- Via use of case studies identify which types of clients are most likely to benefit from this strategy.
This session will be CPD accredited.
(Episode 39)
CPD ASIC Areas
ASIC Superannuation = 1.00
CPD FASEA Areas
FASEA Technical Competence = 1.00
Take the next steps
-
Explore BT Panorama
Increase efficiency and client value with online consent, our award winning mobile app and more.
-
We're here to help
Speak to a BDM or
call 1300 784 207
Hoping for the best but expecting the worst
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.
Pension Loans Scheme
BT & Lumiant Partnered Event: The Great Reset
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.