Information for advice professionals only.
Having had a week to reflect on the outcomes of the 2024 Federal Budget, now may be an opportune time to assess 2023/24 EOFY strategies.
Join us as we work through the key issues including how the income tax and contributions cap changes from 1 July 2024 may impact your 2023/24 EOFY advice
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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.
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.