Bringing the Best Practices newsletter to life!

The Best Practices webinar is designed to help you unlock the full potential of Netwealth's latest features. Our recent updates can streamline both your busy day and your staff's.

Watch the on-demand webinar for an exclusive roadmap presentation. We'll also cover some exciting features expected in 2025 and beyond.

Agenda:

• Discover how we're addressing the "advice gap" and improving client management and staff effectiveness through efficient workflows, faster client consent, and task tracking.
• We are investing heavily into our client portal and mobile app, and ways to enhance the connection between client & adviser via messaging, and document sharing.
• Learn about our new Data Platform that connects and centralises data to provide deeper insights, minimising data handling, and supports automation.
• Stay informed about essential EOFY cut-off dates crucial for your planning.

Watch today and learn how to enhance your efficiency with our new features.

Watch the on-demand webinar         

EOFY resources:

As EOFY fast approaches, make sure you’re across all the key dates. We’ve put together everything you need to stay on track - from contributions and withdrawal cut-offs to pension payments, forms and processing times.

• EOFY deadlines for contributions and deposits
• EOFY deadlines for withdrawals and account closures
• EOFY deadlines for forms
• EOFY deadlines for fees
• ​EOFY deadlines for investment instructions