Information for advice professionals only.
Claiming a deduction for a personal super contribution can not only reduce your client’s tax but also boost their retirement savings. While the outcome can make sense, there is a degree of planning that must take place to successfully navigate the cash-flow, contribution and then claiming of the deduction to complete the strategy. A great retirement planning boost can be achieved for the wealth accumulator right through to the pre-retiree, or recently retired client. With the opportunity continuing for those who continue to work into their 60’s and 70’s, are you sure you are across the steps to make this a successful strategy for your clients? In this session we will focus on the various aspects to successfully reduce tax (and boost retirement savings), while flagging the crucial actions and timeframes to complete this strategy.
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BTIS CIO update: FY2022 in review and insights into the future
Ethics in practice
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.
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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.