In Practice: Practice transformation: real-world view of managed accounts

Webinar

Information for advice professionals only.

For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not?  In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

CPD Accredited - Watch now

CPD ASIC Areas

ASIC Financial Planning: 1.50

CPD FASEA Areas

FASEA Client Care and Practice: 1.50

 

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25 May 2022

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
24 May 2022
For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.
Webinar
11 May 2022
From 1 July 2022, the work test no longer needs to be satisfied for clients age 67 to 74 to receive non-concessional contributions. This session explores the many advice opportunities created by this change, and via use of case studies, demonstrates the potential benefits and the traps to avoid.
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.