Making a list, and checking it twice


Information for advice professionals only.

This isn't a session about who has been naughty or nice, but a session focused on a regulatory and legislative round-up to end 2022. In this session, we'll focus on what changes made it through the last sittings of Parliament for 2022, and what remains in limbo, as well as when these changes are due to take effect and the potential impacts for clients.

We will also explore the latest developments in the regulatory space, including updates on the Quality of Advice Review and other consultation processes. 

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It's an understatement to say that navigating markets is difficult at present. Given uncertainties about inflation, rates and growth, and concerns that share price declines and current valuations don't yet reflect the deteriorating environment, managing money is a tough gig.
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This session focuses on building on your knowledge about the financial aspects of aged care including: Revisiting the various aged care fees, Analysing the aged care means test and its different components, Examining various circumstances and strategies including the expiration of the two-year exemption period of the former home, implications for DVA War Widow(er)’s Pension and where a relative pays the fees on behalf of a resident.
23 Nov 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.


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.