top of page
Latest News:
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....
20 views0 comments
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...
15 views0 comments
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...
18 views0 comments
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...
12 views0 comments
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...
23 views0 comments
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...
23 views0 comments
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...
11 views0 comments
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...
20 views0 comments
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...
14 views0 comments
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...
13 views0 comments
REMINDER - Have you exported your FinaMetrica data?
Don’t forget that IFA’s contract with Finametrica expires COB this Friday, 31st March and, if you haven’t already copied your clients’...
22 views0 comments
Strategic partnership with Lifespan FP - overview & FAQ
Background and intentions Next year your AFSL, Independent Financial Advisers Australia, turns 10 years old. IFA has always been...
36 views0 comments
Risk Profiling Policy Update
Summary You now have greater choice as to how you assess your client's risk tolerance. This means that IFA no longer mandates Finametrica...
72 views0 comments
February 23 Fee Reports & RCTI
Your February fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
13 views0 comments
January 23 Fee Reports & RCTI
Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...
15 views0 comments
Rebates processed Oct-Dec 2022
Rebates for the October to December 2022 quarter have been processed today and Activity Statements have been emailed. If you have...
27 views0 comments
IMPORTANT NOTICE - Updated FSG January 2023 v23.01
We have updated the FSG template to include a number of changes including, but not limited to, the update on ASIC’s MoneySmart website...
29 views0 comments
Quarterly Safety & Success Program - Q2 2022
Quarter 2 (Oct to Dec 2022) of the Quarterly Safety & Success Program is now complete. We've made some changes to the declaration based...
34 views0 comments
Safety & Success Webinar Series 2023
The IFA-Aust Safety & Success webinar series is back for 2023. The webinars will run February to November (inclusive) on the third...
37 views0 comments
That's a wrap!
We think we can all agree that 2022 happened as though it was on timelapse! It’s hard to believe that the Summit and PIFA Symposium were...
34 views0 comments
bottom of page