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Latest News:
PIFA Symposium CPD Certificate Reminder
If you attended the PIFA Symposium in Canberra on 18th November 2022, you will by now have received your attendance certificate noting...
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IMPORTANT NOTICE REGARDING YOUR DIRECTOR ID
If you are a director of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander...
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Summit 2022 Reminder
We are looking forward to seeing everyone on Thursday 17th November for the 2022 Annual Summit. In case you missed it, don't forget to do...
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IFA-Aust CPD Policy - Updated
We have recently updated our CPD policy, and you will find the November 22 version on the Compliance/Policies page, or by clicking HERE....
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Preparing for Summit 2022 'Masterclass'
Welcome to IFA-Australia’s Summit 2022. The theme for the day is ‘Masterclass’. The broad format for the day is below. In our usual day...
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Revex Platform Upgrade
As you know, IFA-Aust is moving to the upgraded Revex platform. The changeover will occur this weekend, so the current platform will be...
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Updated Ezidebit Form
As per our email on 14/10/22 regarding updated Ezidebit transaction fees, please remember to download the updated Ezidebit form from the...
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Client Service Agreements - Execution Only
IFA-Aust has created the following two CSA No Advice Execution Only templates, which can be downloaded from the Templates &...
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What You Might Have Missed - September
It has been a busy few weeks, so we thought we'd do a quick re-cap on the things you might have missed: Quarterly reporting program: ...
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Welcome Antony Selby
Please join us in welcoming Antony Selby to the Community who joined us on 3rd of October. Antony is based in the Rose Bay area of Sydney...
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Marketing Material Checklists
If you are undertaking any marketing and/or promotional activities, you need to be aware of disclosure requirements for both print and...
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Welcome John Hicks
We’re pleased to introduce you to the newest member of the IFA-Aust Community, John Hicks. With a background in Economics, John moved...
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Summit 2022 - Registration and FAQ's
Select the click here button below for registration and event details.
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Asset Allocations Update
The IFA-Aust Risk Profile Portfolios (model portfolios) have now been updated to 31st July 2022 and the spreadsheet with the new figures...
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Client Service Agreement Template Added
As you would be aware, IFA-Aust's policy is that every client you provide a service to must be under a client service agreement,...
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Quarterly Safety & Success Program
Your Quarterly Safety & Success Program commences this quarter. The quarterly reporting program that we announced earlier this year is...
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Privacy Policy & Data Collection Statement Updated
We have recently completed a review of the Privacy Policy & Data Collection Statement template and the updated template, along with a...
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Kaplan New Online Platform
Kaplan Professional has launched their new Ontrack platform and IFA-Aust will be transitioning to the new platform on 17 August 2022....
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IFA-Aust Summit 2022
We are pleased to announce that the IFA-Aust Summit 2022 will be held on Thursday 17 November 2022 at the Ovolo Nishi Hotel in Canberra....
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PDF Architect - pdf editing and e-signature solution
From 01/08/22, IFA-Aust supports PDF Architect as its preferred pdf editing and e-signature solution. Select the Click Here button below...
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