Information for advice professionals only.
From 1 July 2022, the work test no longer needs to be satisfied for clients age 67 to 74 to receive non-concessional contributions. This session explores the many advice opportunities created by this change, and via use of case studies, demonstrates the potential benefits and the traps to avoid.
ASIC Superannuation = 1.00
FASEA Technical Competence = 1.0
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.