SMSF Diamonds are forever


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.

CPD Accredited - Watch now

Take the next steps

  • Explore BT Panorama
    Increase efficiency and client value with online consent, our award winning mobile app and more.

09 Nov 2022
Whilst not halving the dilemma, sharing and discussing ethical issues can go a long way to formulating an approach to deal with the issue. In this session we will start by looking at a range of ethical barriers that, if not identified, can stand in the way of sound ethical decision making. With the use of case studies, we will see that the sound of silence should be ignored in ethics.
26 Oct 2022
On 25 October 2022 the new Federal Government will deliver its first Federal Budget since coming in to power. Whilst Budgets are normally delivered in May, with the increased financial pressures faced by many, this Federal Budget presents an opportunity for the Government to pause and reset on a number of initiatives. Will we see changes to the proposed tax cuts due to commence in July 2024?
12 Oct 2022

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.