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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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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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