Rebates for the April to June 2024 quarter were released today and Activity Statements were emailed this afternoon. If you have received...

Quarter 2 (April-June) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE ....

This month we have rescheduled your Safety & Success webinar session so that it's now to be held on Wednesday, 24th July. If you have...

Your June fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...

Your May fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and payments...

This month we will be pre-recording your Safety & Success webinar session and uploading it for review via your Kaplan Ontrack login. If...

Select the click here button below to view this week's unallocated fees which include payments received up to COB 23rd May 2024.

Your April fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...

Select the click here button below to view the list of April's unallocated fees. As it's the end of the month it is important to note...

Rebates for the January to March 2024 quarter were released yesterday and Activity Statements were emailed this morning. If you have...

We are pleased to advise that we've negotiated a reduction in the Ezidebit transaction fees which came into effect (slightly earlier than...

Select the click here button below to view this week's unallocated fees which include payments received up to COB 25th April 2024.

Commission Rebate Summary Reports for the period 1 January - 31 March 2024 (inclusive) have been saved in the “REBATES” folder located in...

The IFA-Aust Risk Profile Portfolios have now been updated to March 2024 and have been added to the Policies page on the portal,...

Quarter 1 (January-March) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....

Your March fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...

We have updated the FSG template to include a number of minor changes including, but not limited to, the AFSL's change of trading...

Adviser Ratings has announced that it is updating the way it scores advisers. Click below to view the media release and "The evolution of...

Your February fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...

The IFA-Aust Safety & Success webinar series is back for 2024. This year the webinars will run March to November (inclusive) on the third...