About this presentation
Hear from Netwealth's Head of Technical Services, Keat Chew, as he analyses the historic 2021 Federal Budget announcement to determine key action points for financial advisers.
Keat has over 25 years of experience in the superannuation and financial planning industry. As the Head of Technical Services, Keat and the technical team are responsible for the delivery of financial planning technical advice to Netwealth's network of advisers.
In this webinar, Keat explores the key 2021 budget proposals, how the proposals impact your clients, and immediate actions and potential new strategies for your clients
2021 Federal Budget Technical Summary
Read our technical summary of the changes in the 2020 Federal Budget that matter for Australian financial advisers.
Reshaping the future - Technical advice strategies for 2021 and beyond
2020 has been an unprecedented year and many clients may need to rethink and reshape their future financial course. Access a set of resources where Netwealth's Technical team break down a number of complex technical issues into understandable concepts and provides practical strategies for everyday use in your practice:
- Strategies to help your clients get a fair deal when going through a difficult divorce or separation situation.
- Common questions around super and TPD answered.
- The role of the new breed of investment bonds alongside super.
- Advanced advice “tools” and how they can be used to reshape your client’s future.