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Latest News:
Updated Ezidebit fees & Form
We are pleased to advise that we've negotiated a reduction in the Ezidebit transaction fees which came into effect (slightly earlier than...
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Unallocated fee payments
Select the click here button below to view this week's unallocated fees which include payments received up to COB 25th April 2024.
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Commission Rebate Summary Reports now available (JAN- MAR 2024)
Commission Rebate Summary Reports for the period 1 January - 31 March 2024 (inclusive) have been saved in the “REBATES” folder located in...
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Asset Allocations Update
The IFA-Aust Risk Profile Portfolios have now been updated to March 2024 and have been added to the Policies page on the portal,...
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Quarterly Safety & Success Program - Q1 2024
Quarter 1 (January-March) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page HERE....
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March 2024 Fee Reports & RCTI
Your March fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
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IMPORTANT NOTICE - Updated FSG March 2024 v24.01
We have updated the FSG template to include a number of minor changes including, but not limited to, the AFSL's change of trading...
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Adviser Ratings new scoring algorithm
Adviser Ratings has announced that it is updating the way it scores advisers. Click below to view the media release and "The evolution of...
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February 2024 Fee Reports & RCTI
Your February fee reports and supporting documents are now available in your file sharing folders or Syncplicity (as applicable), and...
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Safety & Success Webinar Series 2024
The IFA-Aust Safety & Success webinar series is back for 2024. This year the webinars will run March to November (inclusive) on the third...
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Quarterly Safety & Success Program - Q4 2023
Quarter 4 (October-December) of the Quarterly Safety & Success Program is now available for you to download from the Checklists page...
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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...
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Unallocated fee payments
Select the click here button below to view this week's unallocated fees.
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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...
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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...
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Unallocated fee payments (EOM)
Select the click here button below to view the list of December's unallocated fees.
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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...
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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...
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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...
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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...
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