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    I want my cake, and I'd like it calorie (tax) free - superannuation conditions of release

    Webinar

    Information for advice professionals only.

    How superannuation condition of release can be met

    This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.

    This session will be CPD accredited. 

    (Episode 32)

    CPD ASIC Areas

    ASIC Financial Planning = 1.00
    FASEA Client Care and Practice = 0.25

    CPD FASEA Areas

    FASEA Regulatory compliance and consumer protection = 0.75

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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.

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    Webinar: When you need to apply the FASEA code of Ethics standards in isolation

    With the use of examples to illustrate, Bryan Ashenden will present some ethical situations for consideration and explore what options could be considered.
    Webinar
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    24 Jun 2021

    Webinar: Captains of the Industry

    In this panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice.
    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.