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Unallocated fee payments
Select the click here button below to view this week's unallocated fees which include payments received up to COB 23rd May 2024.
April 2024 Fee Reports & RCTI
Your April fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
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...
Rebates processed Jan - Mar 2024
Rebates for the January to March 2024 quarter were released yesterday and Activity Statements were emailed this morning. If you have...
Updated Ezidebit fees & Form
We are pleased to advise that we've negotiated a reduction in the Ezidebit transaction fees which came into effect (slightly earlier than...
Unallocated fee payments
Select the click here button below to view this week's unallocated fees which include payments received up to COB 25th April 2024.
Commission Rebate Summary Reports now available (JAN- MAR 2024)
Commission Rebate Summary Reports for the period 1 January - 31 March 2024 (inclusive) have been saved in the “REBATES” folder located in...
Asset Allocations Update
The IFA-Aust Risk Profile Portfolios have now been updated to March 2024 and have been added to the Policies page on the portal,...
Quarterly Safety & Success Program - Q1 2024
Quarter 1 (January-March) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....
March 2024 Fee Reports & RCTI
Your March fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
IMPORTANT NOTICE - Updated FSG March 2024 v24.01
We have updated the FSG template to include a number of minor changes including, but not limited to, the AFSL's change of trading...
Adviser Ratings new scoring algorithm
Adviser Ratings has announced that it is updating the way it scores advisers. Click below to view the media release and "The evolution of...
February 2024 Fee Reports & RCTI
Your February fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
Safety & Success Webinar Series 2024
The IFA-Aust Safety & Success webinar series is back for 2024. This year the webinars will run March to November (inclusive) on the third...
Quarterly Safety & Success Program - Q4 2023
Quarter 4 (October-December) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page...
January 2024 Fee Reports & RCTI
Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Unallocated fee payments
Select the click here button below to view this week's unallocated fees.
Commission Rebate Summary Reports now available (Oct- Dec 2023)
Commission Rebate Summary Reports for the period 1 October - 31 December 2023 (inclusive) have been saved in the “6.0 REBATES” folder...
December 23 Fee Reports & RCTI
Your December fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Unallocated fee payments (EOM)
Select the click here button below to view the list of December's unallocated fees.
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