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    BT & Tyndall Financial Year Spotlight: Improving After Tax Returns Within Australian Equities

    Webinar

    Information for advice professionals only.

    Our Speaker: Michael Maughan, Portfolio Manager
    Tyndall Australian Share Income Fund

    As we enter the new financial year it represents an opportunity to stop and give pause to clients’ portfolio allocations. This is particularly relevant for investors with exposure to Australian Share strategies where the impact of franking credits can alter the after-tax return experienced by the end investor.

    Depending on the client’s objectives and tax structure, funds tilted towards generating an enhanced after tax return may be a point of differentiation worth considering.

    In this regard, we are pleased to invite you to hear from Michael Maughan, Portfolio Manager for the Tyndall Australian Share Income Fund. In this session Michael will discuss:

    1.   Strategies Australian investors can use to generate both growth and tax effective income.

    2.   Why equity income funds offer investors a more consistent yield than traditional asset classes.

    Michael's outlook for Australian equities, including specific examples of stocks that Tyndall believe will outperform in 2023 and beyond.

    CPD Accredited - Watch now

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    2023/24 contribution strategies

    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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    21 Jun 2023

    Personal injury and superannuation

    For our next BT Academy Episode (78) Tim Howard, BT Technical Consultant alongside Tara Sutton Regional Manager for QLD and Kelly Beach Training and Capability Manager will be presenting "Personal Injury and Superannuation" on Wednesday 21 June 2023.
    Webinar
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    14 Jun 2023

    Driving connections with clients and prospects using social and digital media

    The session will cover a range of insights, examples and practical tips in the session, so attendees can walk away feeling more confident and knowledgeable in connecting with your clients through social and digital media.
    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.