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    Outwit, outplay, outlast

    Webinar

    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.

    CPD Accredited

    CPD ASIC Areas

    ASIC Generic Knowledge = 0.25
    ASIC Financial Planning = 0.50
    ASIC Superannuation = 0.25 

    CPD FASEA Areas

    FASEA Technical Competence = 0.75
    FASEA General = 0.25

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    counrty flags in a row
    16 Mar 2022

    What to (financially) expect when you’re expecting

    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.

    Webinar
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    02 Mar 2022

    You know and I know better

    Working in the best interests of a client is not a new concept. We have had it from FoFA since 2013. It permeates throughout the Code of Ethics. We hear it's not all about cost, but what does it really mean?
    Webinar
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    16 Feb 2022

    SMSF Residency

    Self-managed super funds (SMSFs) must meet numerous rules to benefit from the concessional tax treatment of superannuation. One of the most important is to satisfy the residency test – that is to be an 'Australian Superannuation Fund' at all times.
    Webinar




    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.