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    Events & webinars

    SMSF Investment Strategy

    Webinar

    Information for advice professionals only.

    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, maintaining and realising assets in line with the investment objectives and retirement goals of fund members.

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    13 Sep 2023

    I've got my mind debt on you!

    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.
    Webinar
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    30 Aug 2023

    SMSF Residency Rules

    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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    16 Aug 2023

    Whatever it takes (ethically of course)

    We all want to do the best by clients. We would do whatever we can to help them achieve their goals. But we need to ensure we continue to act ethically and not allow our relationship with clients to cloud the ability to make ethical decisions.
    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.