Information for advice professionals only.
The 2023-24 Federal Budget will be handed down on Tuesday, 9 May. The Government has already flagged a higher tax rate on superannuation balances of more than $3 million to be introduced in the 2025/26 financial year. Further, there has been confirmation that previous temporary tax offsets will not be extended. With pressure remaining for Australians from cost of living and high interest rate, and the Government also focussed on managing existing large Budget deficits, any announced changes will need to be carefully managed.
Join BT’s Head of Financial Literacy, Bryan Ashenden for a live webinar as he dissects the Budget, what it contains and the impacts for you, and your clients.
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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.
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.