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    Questions in review from 2021 to 2022

    Webinar

    Information for advice professionals only.

    In this session we are going to review a number of new and ongoing technical issues to keep you up to date with the most recent Covid changes, Centrelink consideration, and Super legislation as we close in on the end of calendar year 2021

    This session will be CPD accredited. 

    CPD ASIC Areas

    ASIC Financial Planning = 0.25
    ASIC Superannuation = 0.75 

    CPD FASEA Areas

    FASEA Regulatory compliance and consumer protection = 0.25
    FASEA Technical Competence = 0.75 

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    • Explore BT Panorama
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    23 Nov 2021

    Is your advice practice future ready?

    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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    19 Nov 2021

    Are carry forward concessional contributions the most versatile superannuation contributions strategy?

    From 1 July 2021, for many clients who are eligible strategies involving carry forward concessional contributions have become more tax effective.
    Webinar
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    03 Nov 2021

    Are you in the business of ethics?

    This session will focus in on a number of the ethical considerations that arise in a financial planning business context, that have the ability to set your business up for success and show how ethical considerations really do become a part of everyday life.
    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.