top of page

Updated advice checklist & policy

  • Mar 4, 2025
  • 1 min read

We have added the Advice Checklist Program which includes an FAQ into the Compliance\Policies page HERE, and have also updated the Advice Checklist to include a minor change which allows for a staff member's name & role to be entered as the preparer of the checklist.


The new checklist can be downloaded from the Checklists page HERE.


Please download and use the new form from now on, remembering that completed forms are to be emailed to compliance@ifa-aust.com.au.

 
 
 

Recent Posts

See All
August 2026 fee reports & RCTI

Your August fee reports and supporting documents are now available in your file sharing folders, and payments were released today, 4th September 2026. If relevant, the spreadsheet includes a separate

 
 
 
Unallocated fee payments (EOM)

Select the click here button below to view the list of August's unallocated fees. As it's the end of the month it is important to note that any payments not claimed by 12pm AEST Thursday, 3rd Septembe

 
 
 
Unallocated fee payments

Please click on the button below to view the current unallocated fees which include payments received up to COB 27th August 2026.

 
 
 

Comments

bottom of page