Information for advice professionals only.
Contributing to super can be of great retirement benefit, however without a clear understanding of the rules contribution miscalculations can lead to compounding issues and at times costly consequences. In this session we will clarify the key rules and recent changes, move through understanding what actions can and do increase the value of a super interest and review the nuances of both common and uncommon contributions strategies.
This session will be CPD accredited.
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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.