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Asset Allocations Update
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 now available (Apr-Jun 2025)
Commission Rebate Summary Reports for the period 1 April - 30 June 2025 (inclusive) have been saved in your shared folders. If there is...
Quarterly Safety & Success Program - Q2 2025
Quarter 2 (April - June) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE ....
July 2025 Safety & Success Webinar to be pre-recorded
This month we will be pre-recording your Safety & Success webinar session and uploading it for review via your Kaplan Ontrack login. If...
June 2025 fee reports & RCTI
Your June fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 4th July...
Unallocated fee payments (EOM)
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...
May 2025 fee reports & RCTI
Your May fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 5th June...
Ezidebit fee update & reminders
FEE UPDATE Ezidebit have advised that, from 1 June 2025, an additional 1.99% fee will apply to all transactions made using international...
Quarterly Safety & Success Program - Q1 2025
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 now available (Jan-Mar 2025)
Commission Rebate Summary Reports for the period 1 January - 31 March 2025 (inclusive) have been saved in your shared folders. If there...
March 2025 Safety & Success Webinar to be pre-recorded
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)...
February 2025 fee reports & RCTI
Your February fee reports and supporting documents are now available in your file sharing folders, and payments were released this...
Updated advice checklist & policy
We have added the Advice Checklist Program which includes an FAQ into the Compliance\Policies page HERE , and have also updated the...
January 2025 Fee Reports & RCTI
Your January fee reports and supporting documents are now available in your file sharing folders, and payments were released this...
Rebates processed Oct - Dec 2024
Rebates for the October to December 2024 quarter were released on Friday, 31st January and activity statements have been emailed to...
Safety & Success Webinar Series 2025
The IFA-Aust Safety & Success webinar series is back for 2025, with the webinars running between February and November (inclusive) on the...
Commission Rebate Summary Reports now available (Oct- Dec 2024)
Commission Rebate Summary Reports for the period 1 October - 31 December 2024 (inclusive) have been saved in your shared folders. If...
Quarterly Safety & Success Program - Q4 2024
Quarter 4 (October - December) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page...
December 2024 Fee Reports & RCTI
Your December fee reports and supporting documents are now available in your file sharing folders, and payments were released this...
November 2024 Fee Reports & RCTI
Your November fee reports and supporting documents are now available in your new file sharing folders, and payments were released this...
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