Your November fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

We are looking forward to seeing everyone on Thursday 30th November for the 2023 Annual Summit. The agenda for the day is outlined HERE...

Your October fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Commission Rebate Summary Reports for the period 1 July - 30 September 2023 (inclusive) have been saved in the “6.0 REBATES” folder...

Quarter 3 (July-September) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....

Your September fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Commission Rebate Summary Reports for the period 1 April - 30 June 2023 (inclusive) have been saved in the “6.0 REBATES” folder located...

Your June fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Thank you everyone for your patience waiting for the next Quarterly Safety & Success Program declaration to be made available. Given the...

Last month the updated risk model portfolios were published, and the risk profiles were adjusted to adopt the current research provider's...

Your May fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Further to our announcement during the May 2023 webinar the IFA-Aust Risk Profile Portfolios have now been updated to 30 April 2023 and...

Your April fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Tomorrow is the last day of the first quarter of IFA-Aust’s CPD year and at this stage we would expect you to have completed around 10...

Don’t forget that IFA’s contract with Finametrica expires COB this Friday, 31st March and, if you haven’t already copied your clients’...

Background and intentions Next year your AFSL, Independent Financial Advisers Australia, turns 10 years old. IFA has always been...

Summary You now have greater choice as to how you assess your client's risk tolerance. This means that IFA no longer mandates Finametrica...

Your February fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Rebates for the October to December 2022 quarter have been processed today and Activity Statements have been emailed. If you have...