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    Are there wholesale changes coming to advice?

    Webinar

    Information for advice professionals only.

    October 2021 will bring a number of regulatory changes to advisers and advice practices, from the implementation of the DDO regime through to breach reporting obligations and dispute resolution processes.

    In this session we will provide a reminder on these impending changes, as well as explore the definition of who can qualify as a wholesale client for advice purposes.

    This session will be CPD accredited. 

    (Episode 35)

    CPD ASIC Areas

    ASIC Financial Planning = 1.00

    CPD FASEA Areas

    FASEA Regulatory compliance and consumer protection = 1.00

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    08 Sep 2021

    Understanding Contributions

    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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    11 Aug 2021

    I want my cake, and I'd like it calorie (tax) free - superannuation conditions of release

    This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.
    Webinar
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    25 Aug 2021

    I now call Australia home... Super, Tax and Social Security Rules

    This session outlines various super, tax and Social Security rules relevant to clients who have a change to their residency status, and identifies potential advice opportunities.
    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.