Information for advice professionals only.
Presented by Bryan Ashenden
Perhaps it’s too early to say, but we have now seen the first tranche of Quality of Advice Review recommendations legislated. In this quarterly regulatory and legislative update, we look at what changes will come through form his first tranche, when they take effect, and what impacts or opportunities they present. We will also look at what’s expected in the second tranche, and provide an overview of other changes making their way through Parliament.
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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.