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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.
November 23 Fee Reports & RCTI
Your November fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Summit 2023 update & agenda
We are looking forward to seeing everyone on Thursday 30th November for the 2023 Annual Summit. The agenda for the day is outlined HERE...
October 23 Fee Reports & RCTI
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 now available (Jul- Sep 2023)
Commission Rebate Summary Reports for the period 1 July - 30 September 2023 (inclusive) have been saved in the “6.0 REBATES” folder...
Quarterly Safety & Success Program - Q3 2023
Quarter 3 (July-September) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....
September 23 Fee Reports & RCTI
Your September fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
Commission Rebate Summary Report (Apr - Jun 2023)
Commission Rebate Summary Reports for the period 1 April - 30 June 2023 (inclusive) have been saved in the “6.0 REBATES” folder located...
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’...
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