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    Events & webinars

    Dealing With Conflicts

    Webinar

    Information for advice professionals only.

    Standard 3 under the Code of Ethics has long been the most contentious. What can you do? When do you have conflict? Can you still advise when a conflict exists? Are any form of conflicts ok? In this session we will explore a range of scenarios where conflicts may arise and explore the options available to deal to these scenarios.

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    06 Mar 2024

    BT Adviser Forum webinar – a platform market wrap

    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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    28 Feb 2024

    Understanding Contributions Splitting

    Considering how eligible clients can split certain super contributions with their spouse can be a powerful strategy to boost retirement savings, help with balance equalisation and tax-effectively manage insurance held through super.
    Webinar
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    14 Feb 2024

    The new tax on superannuation

    This case study based session outlines the proposed new tax on superannuation from 1 July 2025 for those with a superannuation balance of more than $3,000,000. The session will cover who will be impacted, the process and formulas required to calculate a Division 296 liability, client impacts and potential strategies.
    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.