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    InPractice: Two birds with one stone: can managed accounts help with compliance as well as efficiency?

    Webinar

    Information for advice professionals only.

    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.

    CPD Accredited - Watch now

    CPD ASIC Areas

    ASIC Generic Knowledge = 0.25
    ASIC Managed Investments = 0.5
    ASIC Financial Planning = 0.2

    CPD FASEA Areas

    FASEA General = 0.25
    FASEA Regulatory compliance and consumer protection = 0.5
    FASEA Professionalism and ethics = 0.25

     

     

     

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    16 Mar 2022

    What to (financially) expect when you’re expecting

    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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    02 Mar 2022

    You know and I know better

    Working in the best interests of a client is not a new concept. We have had it from FoFA since 2013. It permeates throughout the Code of Ethics. We hear it's not all about cost, but what does it really mean?
    Webinar
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    16 Feb 2022

    SMSF Residency

    Self-managed super funds (SMSFs) must meet numerous rules to benefit from the concessional tax treatment of superannuation. One of the most important is to satisfy the residency test – that is to be an 'Australian Superannuation Fund' at all times.
    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.