Information for advice professionals only.
With contributions caps, aged based limits, access restrictions and the ever-present prospect of legislative change, what are the options for investing outside of superannuation? In this session we will work through the key considerations from a tax, social security and estate planning perspective when considering investing individually, through a company or trust, or even holding an insurance bond.
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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.