Information for advice professionals only.
This session will involve a deep dive into the social security homeowner status and principal home exemption, revealing that the rules can be broader than expected. This will include the assessment of the different types of retirement living options, such as granny flat arrangements, retirement villages and aged care facilities.
This session will be CPD accredited.
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Business Insurance
Key concepts of SMSFs and LRBAs
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.
Age-old old age questions
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.