Information for advice professionals only.
With daylight savings imminent for some, instead of worrying about fading curtains or the cows not knowing when to be milked, we have been given more than an hour of issues to consider. In this regulatory and technical update, we will look at the various consultations released by the Government and other parties, including the Quality of Advice Review and professional standards changes, as well as recent proposed changes introduced into Parliament. And with all of this occurring before the next 2022 Budget in October, filling the extra hour won't be hard.
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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.
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.