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    In Practice: Rethinking business growth with managed accounts

    Webinar

    Information for advice professionals only.

    There is general acceptance these days of the role managed accounts can play in driving efficiencies in advice practices but how does that play out in terms of your acquisition and succession goals? This session will explore the commercial impacts of introducing managed accounts to your practice and reframe how to think about business growth. Plus, you will hear firsthand how one advice practice has successfully driven commercial outcomes for their practice by adopting a managed accounts model.

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    25 May 2022

    Home Care

    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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    24 May 2022

    InPractice: Two birds with one stone: can managed accounts help with compliance as well as efficiency?

    What is the intersection between the Code of Conduct and managed accounts? How can managed accounts help make an advice practice more compliant? And what happens if it costs more? Can it still meet best interest? In this session Bryan Ashenden, BT’s Head of Financial Literacy and Brett Sanders, CEO of Philo Capital Advisers will explore the role managed accounts can play in helping advice practices stay compliant and why you may have a problem if you’re not thinking about it.
    Webinar
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    11 May 2022

    Recontribution strategies – A great new advice opportunity

    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.
    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.