We have updated the FSG template to include a number of minor changes including, but not limited to, the change to the credit card surcharge fees. The new template, along with a separate document identifying the changes, can be downloaded from the Templates & Forms\Templates page HERE. Please action as follows: Adopt this new version “October 2026 v26.01” and archive your previous version (March 2024) for retention for 7 years from its original date (electronically is fine);

Please click on the button below to view the current unallocated fees which include payments received up to COB 7th October 2026.

Your September fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 6th October 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 acc

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 that any payments not claimed by 12pm AEST Friday, 2nd October, will be rolled over to next month.

Changes to the rules around card payment surcharges are coming into effect from 1st October 2026. Currently, when a client pays an invoice by credit card, the applicable card processing fee is added to the client's payment as a credit card surcharge. The flat transaction fees associated with bank account deductions are absorbed by IFA-Aust and passed on in your monthly RCTI. From 1st October 2026, card surcharges will no longer be permitted to be passed on to the cardholder f

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

Select the click here button below to view the list of August's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEST Thursday, 3rd September, will be rolled over to next month.

Please click on the button below to view the current unallocated fees which include payments received up to COB 27th August 2026.

Please click on the button below to view the current unallocated fees which include payments received up to COB 19th August 2026.

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

Select the click here button below to view the list of July's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by COB AEST Monday, 3rd August, will be rolled over to next month.

Rebates for the April to June 2026 quarter were released and activity statements emailed to recipients today, 31st July. 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 aren't

Quarter 2 (April - June) 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 August and email it to compliance@ifa-aust.com.au.

Please click on the button below to view the current unallocated fees which include payments received up to COB 29th July 2026.

Since August last year, following an amendment to its agreement with our AFSL, AUSIEX has been passing on certain fees that it had historically either charged directly to clients or absorbed itself. In most cases these amounts are relatively small, generally only a few cents or dollars. Over the past year, these deductions have been treated as a type of commission clawback, and have been recovered through the quarterly commission rebate process. The problem with this is tha

Commission Rebate Summary Reports for the period 1 April - 30 June 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 3 mo

Please click on the button below to view the current unallocated fees which include payments received up to COB 8th July 2026.

Your June fee reports and supporting documents are now available in your file sharing folders, and payments are being released today, 3rd July 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

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 any payments not claimed by COB AEST Wednesday, 1st July, will be rolled over to next month.

Your May fee reports and supporting documents are now available in your file sharing folders, and payments have been released today, 3rd June 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 accessi