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


Information for advice professionals only.

The cost of providing advice continues to increase. Accordingly, advice practices are looking to solutions such as managed accounts to deliver efficiencies and manage growing cost pressures. Many of those that make the transition to managed accounts have never been more satisfied – how have they done it? There’s much to be learned from practices who have been through the journey, and in this session, you’ll hear firsthand how other advisers have successfully transformed their practice and strengthened client relationships by adopting managed accounts.

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ASIC Financial Planning: 1.50


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.

24 May 2022
What is the intersection between the Code of Conduct and managed accounts? How can managed accounts help make an advice practice more compliant? And what happens if it costs more? Can it still meet best interest? In this session Bryan Ashenden, BT’s Head of Financial Literacy and Brett Sanders, CEO of Philo Capital Advisers will explore the role managed accounts can play in helping advice practices stay compliant and why you may have a problem if you’re not thinking about it.
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.

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.