IFA-Aust has created the following two CSA No Advice Execution Only templates, which can be downloaded from the Templates &...

It has been a busy few weeks, so we thought we'd do a quick re-cap on the things you might have missed: Quarterly reporting program: ...

Please join us in welcoming Antony Selby to the Community who joined us on 3rd of October. Antony is based in the Rose Bay area of Sydney...

If you are undertaking any marketing and/or promotional activities, you need to be aware of disclosure requirements for both print and...

We’re pleased to introduce you to the newest member of the IFA-Aust Community, John Hicks. With a background in Economics, John moved...

Select the click here button below for registration and event details.

The IFA-Aust Risk Profile Portfolios (model portfolios) have now been updated to 31st July 2022 and the spreadsheet with the new figures...

As you would be aware, IFA-Aust's policy is that every client you provide a service to must be under a client service agreement,...

Your Quarterly Safety & Success Program commences this quarter. The quarterly reporting program that we announced earlier this year is...

We have recently completed a review of the Privacy Policy & Data Collection Statement template and the updated template, along with a...

Kaplan Professional has launched their new Ontrack platform and IFA-Aust will be transitioning to the new platform on 17 August 2022....

We are pleased to announce that the IFA-Aust Summit 2022 will be held on Thursday 17 November 2022 at the Ovolo Nishi Hotel in Canberra....

From 01/08/22, IFA-Aust supports PDF Architect as its preferred pdf editing and e-signature solution. Select the Click Here button below...

Based on feedback received at a recent Huddle Up! session, Morningstar has been added to Quick Links at the top right hand side of the...

As referenced in the July 22 Safety & Success webinar, IFA-Aust has three new documents available on the Compliance/Policies page of the...

We have recently completed a review of the Client Service Agreement (CSA) templates and the updated templates, along with lists of...

This month's Safety & Success topic: "It's Audit Season!" In next week’s Safety & Success webinar you’ll get the ‘good oil’ on IFA-Aust’s...

Those of you who have been to one of PIFA's (destination) Symposiums before Covid struck will know Michael's familiar face. Based in...

IFA-Aust’s Unallocated Fees Policy is now available in the Adviser Portal on the Compliance/Policies page. Please take a moment to...

Details relating to the updated advice checklist and Hostplus becoming an approved product provider. Updated Advice Checklist The Advice...