Keeping up with the (Stephen) Joneses


Information for advice professionals only.

It's not unusual with a change in Government that we see a change in focus and priorities. But when it comes to the outcome of the 2022 Federal Election, will we see anything substantially new, or is it business as usual? In this session, as we wind up the financial year, we will look at the current policy settings, what changes from 1 July and what other changes are on the horizon as part of our quarterly tech and reg update.

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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.

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For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.
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Ethics is not about being the top gun given its subjective nature. Being aware of the potential issues means instead of flying by the seat of your pants and losing that loving feeling, you can target the problem head on. This session will explore ethical issues arising in a range of financial advising scenarios to help you avoid writing checks your body can't cash.

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.