Information for advice professionals only.
Some social security thresholds have indexed from 1 July. This session will analyse these changes as well as touch on some developments on the horizon. Separately, we will review the means test concessions provided to Special Disability Trusts, a trust that is established to provide for the care and accommodation needs for a beneficiary with a severe disability.
This update is CPD Accredited - Watch now
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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.