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    Events & webinars

    The 3 Rs of estate planning and advice strategies

    Webinar

    Information for advice professionals only.

    Good estate planning involves establishing an effective arrangement which results in the right amount of funds ending up in the right hands at the right time. This case study based webinar explores estate planning advice strategies which can be implemented before and after death including those involving superannuation death benefits, managing capital gains tax and Social Security eligibility.

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    28 Sep 2022

    Need an extra hour a day?

    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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    14 Sep 2022

    Personal deductible contributions

    Claiming a deduction for a personal super contribution can not only reduce your client’s tax but also boost their retirement savings. While the outcome can make sense, there is a degree of planning that must take place to successfully navigate the cash-flow, contribution and then claiming of the deduction to complete the strategy.
    Webinar
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    01 Sep 2022

    BTIS CIO update: FY2022 in review and insights into the future

    Please join Corrin Collocott, BT Chief Investment Officer for an insightful discussion of the year that was. In this session Corrin will share his perspectives on the drivers of the FY2022 macro, political and investment environments, and their impact on BT and Advance fund returns.
    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.