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The head of product development at BT Financial Group said he has a “very clear mandate” to broaden the relationship Westpac has with its existing SMSF clients.
Speaking to SMSF Adviser, BT head of SMSF Craig Lawrenson explained Westpac has existing relationships with more than 100,000 SMSFs, and that he has been charged with broadening and supporting the nature of those relationships through BT Panorama.
Read the full story at SMSF Adviser.