Should you walk or stand on an escalator?


Information for advice professionals only.

What if it was a travellator? Is it a question of etiquette or ethics? We are faced with a range of dilemmas and decisions in everyday life, and sometimes the answers might differ. In this session we will explore a range of ethical scenarios to determine what courses of action are available, and whether there is one right answer or not.

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10 Oct 2023
SMSF trustees are required to prepare, give effect to, implement and regularly review their funds investment strategy. In this session we will explore what is required to ensure SMSF trustees have a plan in place for investing plus more.
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For our next BT Academy Episode (84) Matt Manning BT Technical Consultant will be presenting "I've got my mind debt on you!" This case study-based session examines advice opportunities involving debt.
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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.