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June 23 Fee Reports & RCTI
Your June fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Quarterly Safety & Success Program - Q2 2023
Thank you everyone for your patience waiting for the next Quarterly Safety & Success Program declaration to be made available. Given the...
Asset Allocations expanded
Last month the updated risk model portfolios were published, and the risk profiles were adjusted to adopt the current research provider's...
May 23 Fee Reports & RCTI
Your May fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Asset Allocations Update
Further to our announcement during the May 2023 webinar the IFA-Aust Risk Profile Portfolios have now been updated to 30 April 2023 and...
April 23 Fee Reports & RCTI
Your April fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Kaplan Ontrack & your CPD progress
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...
REMINDER - Have you exported your FinaMetrica data?
Don’t forget that IFA’s contract with Finametrica expires COB this Friday, 31st March and, if you haven’t already copied your clients’...
Strategic partnership with Lifespan FP - overview & FAQ
Background and intentions Next year your AFSL, Independent Financial Advisers Australia, turns 10 years old. IFA has always been...
Risk Profiling Policy Update
Summary You now have greater choice as to how you assess your client's risk tolerance. This means that IFA no longer mandates Finametrica...
February 23 Fee Reports & RCTI
Your February fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
January 23 Fee Reports & RCTI
Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Rebates processed Oct-Dec 2022
Rebates for the October to December 2022 quarter have been processed today and Activity Statements have been emailed. If you have...
IMPORTANT NOTICE - Updated FSG January 2023 v23.01
We have updated the FSG template to include a number of changes including, but not limited to, the update on ASIC’s MoneySmart website...
Quarterly Safety & Success Program - Q2 2022
Quarter 2 (Oct to Dec 2022) of the Quarterly Safety & Success Program is now complete. We've made some changes to the declaration based...
Safety & Success Webinar Series 2023
The IFA-Aust Safety & Success webinar series is back for 2023. The webinars will run February to November (inclusive) on the third...
That's a wrap!
We think we can all agree that 2022 happened as though it was on timelapse! It’s hard to believe that the Summit and PIFA Symposium were...
PIFA Symposium CPD Certificate Reminder
If you attended the PIFA Symposium in Canberra on 18th November 2022, you will by now have received your attendance certificate noting...
IMPORTANT NOTICE REGARDING YOUR DIRECTOR ID
If you are a director of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander...
Summit 2022 Reminder
We are looking forward to seeing everyone on Thursday 17th November for the 2022 Annual Summit. In case you missed it, don't forget to do...
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