Information for advice professionals only.
The tribe hasn’t yet spoken, but the Federal Budget has been delivered. And we have heard the Opposition response. As we now move towards a Federal Election where votes will be cast to determine the ultimate survivor, in this session we will look at the Budget highlights and how the opposition has responded, as well as analyse any significant policy announcements that impact financial advice.
The session will also cover recent changes that will be relevant in the lead up to 30 June.
ASIC Generic Knowledge = 0.25
ASIC Financial Planning = 0.50
ASIC Superannuation = 0.25
FASEA Technical Competence = 0.75
FASEA General = 0.25
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.