Information for advice professionals only.
A lot has been discussed in the first quarter of 2024. There have been discussions on the Quality of Advice Review, adjustments to tax cuts and changes to contribution caps. In our first quarterly update for 2024, we look at the range of regulatory and legislative announcements this quarter and discuss whether they will progress clients, advisers and advice business towards better days ahead.
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BT Adviser Forum webinar – Best Interest Beyond Price
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.
BT & Philo present: SMA / MDA / IMA – the key differences you should know
Dealing With Conflicts
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.