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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09 Jun 2022

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 Jun 2022
The cost of providing advice continues to increase. Accordingly, advice practices are looking to solutions such as managed accounts to deliver efficiencies and manage growing cost pressures. Many of those that make the transition to managed accounts have never been more satisfied – how have they done it? There’s much to be learned from practices who have been through the journey, and in this session, you’ll hear firsthand how other advisers have successfully transformed their practice and strengthened client relationships by adopting managed accounts.

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.