I've got my mind debt on you!


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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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.