Information for advice professionals only.
We know the end of financial year is a busy time for advisers and clients. Early preparation and submission of transactions is key, as is utilising BT Panorama’s online reporting and transaction tools.
Join us for our next Learning Lab webinar, where we’ll share our top tips to ensure your business efficiently navigates successfully through the End of Financial Year period.
This training session will be conducted by BT’s Training and Capability team, professionals with extensive knowledge and practical experience in the fields of support and implementation.
Watch the webinar
Take the next steps
-
Explore BT Panorama
Increase efficiency and client value with online consent, our award winning mobile app and more.
-
We're here to help
Speak to a BDM or
call 1300 784 207
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.