Information for advice professionals only.
Diamonds are described by the 4 C’s (cut, colour, clarity and carats) and like a diamond, good SMSF advice is valuable and long lasting. In this webinar BT’s National Manager SMSF Strategy, Neil Sparks will be joined by KIT Legal’s Founder and Head of Legal, Catherine Evans to examine the 6 C’s of delivering compliant SMSF advice (clients, corps, code, clarity, cost and compliance). We will discuss recent regulatory guidance and share examples of best practices in client engagement, recommending SMSF’s, preparation of client files and ongoing SMSF advice.
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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.