Is it back to the future for advice?


Information for advice professionals only.

The Final Report of the Quality of Advice Review has been released, and there are a number of recommendations that, on their face, appear to propose fundamental changes to the advice process. Whilst we await the Government's response, it is worth exploring the recommendations and what they could mean for the future of advice delivery.

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15 Feb 2023

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.

01 Feb 2023
As the old saying goes, there are few things in life as certain as death and taxes. While the tax concessions available in superannuation are well documented, in this fortnights BT Academy webinar we are going to focus on the death benefit considerations when it comes to your client’s superannuation.
18 Jan 2023
Whilst most SMSF trustees choose to invest in traditional assets classes such as ASX shares, physical property and cash, some have a taste for the exotic! Via use of case studies this session outlines the rules and considerations for SMSFs wishing to investment in less commonly held investments including crypto currency, wine, artwork and private unit trusts.

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.