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Unallocated fee payments
Please click on the button below to view the current unallocated fees which include payments received up to COB 6th May 2026.
April 2026 fee reports & RCTI
Your April fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 5th May 2026. If relevant, the spreadsheet includes a separate tab with the running balance which will show either how your payment this month has been determined, or what you currently owe. If the balance is a negative amount, please remit payment within 7 days to the account noted on your tax invoice/RCTI. If you have any difficulties access
Unallocated fee payments (EOM)
Select the click here button below to view the list of April's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEST Monday, 4th May, will be rolled over to next month.
Rebates processed Jan - Mar 2026
Rebates for the January to March 2026 quarter were released and activity statements emailed to recipients today, 30th April. If you have received an activity statement in relation to one of your client's payments that means that the statement has not been emailed to your client and you will need to forward it to your client manually and update Revex with the correct email for future statements. Please note: Unless an arrangement has been made beforehand, any clawbacks that ar
Quarterly Safety & Success Program - Q1 2026
Quarter 1 (January - March) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE. Please complete your declaration by COB 11th May and email it to compliance@ifa-aust.com.au.
Commission Rebate Summary Reports now available (Jan-Mar 2026)
Commission Rebate Summary Reports for the period 1 January - 31 March 2026 (inclusive) have been saved in your shared folders. If there is no file in your folder for this period it means there are no rebates payable to your clients this quarter. IMPORTANT Issues that need resolution are highlighted in the reports as detailed below. ORANGE - bank details are missing If you are expecting a commission to be clawed back from the fund manager or product provider within the next
March 2026 fee reports & RCTI
Your March fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 7th April 2026. If relevant, the spreadsheet includes a separate tab with the running balance which will show either how your payment this month has been determined, or what you currently owe. If the balance is a negative amount, please remit payment within 7 days to the account noted on your tax invoice/RCTI. If you have any difficulties acce
Unallocated fee payments (EOM)
Select the click here button below to view the list of March's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEDT tomorrow, 2nd April, will be rolled over to next month.
Update on AML/CTF
Earlier this month we flagged amendments in the AML/CTF legislation which add obligations for us all when you deal with new and existing clients. This email updates progress in that area for you. What is happening This month, IFA-Aust begins implementation of its AML/CTF program. It’s not a “flip-the-switch” compliance event, it’s the start of embedding a new, consistent way of operating, for all advisers. What this means for you Starting this month, for all new client en
Unallocated fee payments
Please click on the button below to view the current unallocated fees which include payments received up to COB 25th March 2026.
February 2026 fee reports & RCTI
Your February fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 5th March 2026. If relevant, the spreadsheet includes a separate tab with the running balance which will show either how your payment this month has been determined, or what you currently owe. If the balance is a negative amount, please remit payment within 7 days to the account noted on your tax invoice/RCTI. If you have any difficulties a
Unallocated fee payments (EOM)
Select the click here button below to view the list of February's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEDT, Tuesday, 3rd March, will be rolled over to next month.
New agreement - Unisuper
We’re pleased to advise that we have recently finalised an agreement with UniSuper. This means advisers can now register for transaction authority via UniSuper Adviser Online , and request advice fees to be deducted (with client consent). To get your adviser code set up, you have three options: Submit your request through the Adviser Portal via the 'Providers' menu HERE Email us directly to admin@ifa-aust.com.au and we can coordinate the set-up on your behalf. Email UniSuper
January 2026 fee reports & RCTI
Your January fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 4th February 2026. If relevant, the spreadsheet includes a separate tab with the running balance which will show either how your payment this month has been determined, or what you currently owe. If the balance is a negative amount, please remit payment within 7 days to the account noted on your tax invoice/RCTI. If you have any difficulties
Unallocated fee payments (EOM)
Select the click here button below to view the list of January's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by close of business today, Monday, 2nd February, will be rolled over to next month.
Rebates processed Oct - Dec 2025
Rebates for the October to December 2025 quarter were released and activity statements emailed to recipients today, 30th January. If you have received an activity statement in relation to one of your client's payments that means that the statement has not been emailed to your client and you will need to forward it to your client manually and update Revex with the correct email for future statements. Please note: Unless an arrangement has been made beforehand, any clawbacks t
Commission Rebate Summary Reports now available (OCT-DEC 2025)
Commission Rebate Summary Reports for the period 1 October - 31 December 2025 (inclusive) have been saved in your shared folders. If there is no file in your folder for this period that means there are no rebates payable to your clients this quarter. IMPORTANT Issues that need resolution are highlighted in the reports as detailed below. ORANGE - bank details are missing If you are expecting a commission to be clawed back from the fund manager or product provider within the
Quarterly Safety & Success Program - Q4 2025
Quarter 4 (October - December) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE . Please complete your declaration by COB 29th January and email it to compliance@ifa-aust.com.au .
December 2025 fee reports & RCTI
Your December fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 14th January 2026. If relevant, the spreadsheet includes a separate tab with the running balance which will show either how your payment this month has been determined, or what you currently owe. If the balance is a negative amount, please remit payment within 7 days to the account noted on your tax invoice/RCTI. If you have any difficultie
Unallocated fee payments (EOM)
Click the button below to view the list of December's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEDT Tuesday, 13th January, will be rolled over to next month.
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