Please click on the button below to view the current unallocated fees which include payments received up to COB 22nd October 2025.

Commission Rebate Summary Reports for the period 1 July - 30 September 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 n

Your September fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 3rd...

Select the click here button below to view the list of September's unallocated fees. As it's the end of the month it is important to note...

Your August fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 5th...

Your July fee reports and supporting documents are now available in your file sharing folders, and payments were released yesterday, 5th...

Rebates for the April to June 2025 quarter were released and activity statements emailed to recipients yesterday, 31st July. If you have...

The IFA-Aust Risk Profile Portfolios have now been updated to and have been added to the Policies page on the portal, available here .

Commission Rebate Summary Reports for the period 1 April - 30 June 2025 (inclusive) have been saved in your shared folders. If there is...

Quarter 2 (April - June) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE ....

This month we will be pre-recording your Safety & Success webinar session and uploading it for review via your Kaplan Ontrack login. If...

Your June fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 4th July...

Select the click here button below to view the list of June's unallocated fees. As it's the end of the month it is important to note that...

Your May fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 5th June...

FEE UPDATE Ezidebit have advised that, from 1 June 2025, an additional 1.99% fee will apply to all transactions made using international...

Quarter 1 (January - March) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE...

Commission Rebate Summary Reports for the period 1 January - 31 March 2025 (inclusive) have been saved in your shared folders. If there...

In last month's Safety & Success webinar (which will soon be uploaded to your Kaplan Ontrack for those of you who weren't able to attend)...

Your February fee reports and supporting documents are now available in your file sharing folders, and payments were released this...

We have added the Advice Checklist Program  which includes an FAQ into the Compliance\Policies  page HERE ,  and have also updated the...