Information for advice professionals only.
Not another repeat of Mariah Carey, and not a repeat of the same endless Christmas movies (although some are good). As we approach the end of 2024, in this session we will look back at the major changes that occurred in 2024, what's imminent in 2025, and what's still to come on the legislative agenda. After all, all we want for Christmas might be some clarity...
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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.