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    Whatever it takes (ethically of course)

    Webinar

    Information for advice professionals only.

    We all want to do the best by clients. We would do whatever we can to help them achieve their goals. But we need to ensure we continue to act ethically and not allow our relationship with clients to cloud the ability to make ethical decisions. In this session, we will explore a range of ethical scenarios through the use of case studies.

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    02 Aug 2023

    Social security indexation and Special Disability Trusts

    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.
    Webinar
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    25 Jul 2023

    BT & Tyndall Financial Year Spotlight: Improving After Tax Returns Within Australian Equities

    As we enter the new financial year it represents an opportunity to stop and give pause to clients’ portfolio allocations. This is particularly relevant for investors with exposure to Australian Share strategies where the impact of franking credits can alter the after-tax return experienced by the end investor.
    Webinar
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    25 Jul 2023

    Superannuation conditions of release

    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




    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.