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    1. BT Academy
    2. Training & events
    3. Events & webinars
    BT Academy Training & events Events & webinars

    Personal injury and superannuation

    21 Jun 2023
    Webinar

    Information for advice professionals only.

    Tim Howard

    For our next BT Academy Episode (78) Tim Howard, BT Technical Consultant alongside Tara Sutton Regional Manager for QLD and Kelly Beach Training and Capability Manager will be presenting "Personal Injury and Superannuation" on Wednesday 21 June 2023.

    In the unfortunate event your client suffers a personal injury resulting in compensation, a structured settlement, or simply insurance through their fund, opportunities exist to use superannuation to manage the proceeds in an effective way. Join me as we discuss the key considerations around these payments including proceeds, contributions, caps and conditions of release.

    We’ll also walk through best practice with how to implement these types of strategies with ease via Panorama desktop.

    This session will be CPD accredited.

    CPD Accredited - Watch now

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    driving connections
    14 Jun 2023

    Driving connections with clients and prospects using social and digital media

    The session will cover a range of insights, examples and practical tips in the session, so attendees can walk away feeling more confident and knowledgeable in connecting with your clients through social and digital media.
    We­bi­nar
    Should ethics affect advice?
    07 Jun 2023

    Should ethics get in the way of good advice?

    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
    BT & BlackRock
    06 Jun 2023

    BT & BlackRock - Engaging the next generation of advised clients

    According to the Productivity Commission's report on wealth transfers, the total value of inheritances passed onto the next generation is projected to increase nearly fourfold between 2020 and 2050, thus representing a significant opportunity and continued need for financial advice in Australia.
    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.

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

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