Overview
As EOFY pressure builds, advice practices need tools and workflows that help them work efficiently and stay in control.
Join Netwealth’s Senior Training and Relationship Managers for a practical webinar focused on helping advice firms and support teams use Netwealth more effectively during the busiest time of year.
We’ll step through recent platform enhancements and EOFY workflows designed to support smoother execution, reduce friction, and help teams stay in control as deadlines approach.
What you’ll learn:
- What’s new at Netwealth - A walkthrough of recent platform updates designed to improve speed, visibility, and everyday efficiency, including reporting enhancements, fee transfers, and workflow improvements.
- A practical EOFY framework - Designed to help you execute common EOFY strategies more efficiently using Netwealth, from internal transfers and recontributions to Notices of Intent and beyond.
- Tools that support faster execution - Dive into Netwealth tools such as Account transfer, Document Upload, and reporting features to help reduce friction during peak periods.
- Key EOFY dates and deadlines - A summary of Netwealth’s deadlines, plus where to find detailed information and resources after the session.
Speakers
Kelly Hanlon
Senior Training & Relationship Manager
Western Australia
Lia Etika
Senior Training & Relationship Manager
New South Wales
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