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    Events & webinars

    I've got my mind debt on you!

    Webinar

    Information for advice professionals only.

    For our next BT Academy Episode (84) Matt Manning BT Technical Consultant will be presenting "I've got my mind debt on you!" 

    This case study-based session examines advice opportunities involving debt including:

    • Types of debt and leveraged investments,
    • The taxation implications, such as under what circumstances the interest expense may be tax deductible,
    • Common and less common advice strategies, and
    • How debt is assessed for the Social Security means tests, and estate planning considerations.

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    30 Aug 2023

    SMSF Residency Rules

    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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    16 Aug 2023

    Whatever it takes (ethically of course)

    We all want to do the best by clients. We would do whatever we can to help them achieve their goals. But we need to ensure we continue to act ethically and not allow our relationship with clients to cloud the ability to make ethical decisions.
    Webinar
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    02 Aug 2023

    Social security indexation and Special Disability Trusts

    Some social security thresholds have indexed from 1 July. This session will analyse these changes as well as touch on some developments on the horizon. Separately, we will review the means test concessions provided to Special Disability Trusts, a trust that is established to provide for the care and accommodation needs for a beneficiary with a severe disability.
    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.