Information for advice professionals only.
Many clients establish an SMSF to hold direct property, or to provide them with option to do so in the future. In this session will explore who gearing is suitable for and what alternatives to traditional LRBA’s are available to clients via their SMSF. The session will also touch on the issues you need to consider when holding direct property through your SMSF, what can and cannot be done, more recent implications to a client’s total superannuation balance, plus control issues to help you manage this cohort of your client base.
This webinar will be accredited with CPD by the FPA.
Explore retirement solutions for your clients
Efficiently manage your clients’ super portfolios as they prepare for retirement with our flexible pension, annuity and SMSF solutions.
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.
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.