Are Transition to Retirement (TtR) Strategies still worthwhile?

Webinar

Information for advice professionals only.

A Transition to Retirement strategy may still be of benefit to many of your clients despite the removal of the tax on earnings arbitrage. This case study based webinar outlines:

  • TtR rules, 
  • Demonstrate the potential benefit of the frequently used TtR strategies including the 'replace reduced income from working' and 'income swap' strategies, and
  • Demonstrate the potential benefit of lesser known TtR strategies
    This webinar is accredited with CPD by the FPA.

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Take the next steps

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.

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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.