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    Events & webinars

    Federal Budget 2022

    Webinar

    Information for advice professionals only.

    On 25 October 2022 the new Federal Government will deliver its first Federal Budget since coming in to power. Whilst Budgets are normally delivered in May, with the increased financial pressures faced by many, this Federal Budget presents an opportunity for the Government to pause and reset on a number of initiatives. Will we see changes to the proposed tax cuts due to commence in July 2024? Will there be measures targeted to help alleviate cost of living pressures faced by many Australians? Whilst not expected, could there even be changes announced to superannuation or dividend imputation?

    CPD Accredited - Join BT’s Head of Financial Literacy, Bryan Ashenden for a live webinar as he dissects the Budget, what it contains and the impacts for you, and your clients.

    • Session 1: 8.00 – 9.00am (Sydney time)
    • Session 2: 12.00 – 1.00pm (Sydney time)

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    12 Oct 2022

    The 3 Rs of estate planning and advice strategies

    Good estate planning involves establishing an effective arrangement which results in the right amount of funds ending up in the right hands at the right time. This case study based webinar explores estate planning advice strategies which can be implemented before and after death including those involving superannuation death benefits, managing capital gains tax and Social Security eligibility.
    Webinar
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    28 Sep 2022

    Need an extra hour a day?

    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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    14 Sep 2022

    Personal deductible contributions

    Claiming a deduction for a personal super contribution can not only reduce your client’s tax but also boost their retirement savings. While the outcome can make sense, there is a degree of planning that must take place to successfully navigate the cash-flow, contribution and then claiming of the deduction to complete the strategy.
    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.