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    Events & webinars

    Webinar: How to build the perfect investment governance framework

    Webinar

    Information for advice professionals only.

    The takeup of managed accounts has shone a light on the capability of advice practices to manage investment governance processes that have traditionally been the domain of institutions. Advice practices’ approach to investment governance varies widely; some have established expertise internally, while others outsource this function to external subject matter experts.

    During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth.

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    Webinar: Project Uplift

    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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    Webinar: Gearing - Is it time to jump back on the roller-coaster?

    With interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
    Webinar
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    Webinar: Preparing for a successful Budget outcome

    We all know and tell our clients that the key to a successful budget is preparation. Knowing what is coming and what is achievable. It's no different when it comes to the 2021 Federal Budget.
    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.