Blog | IFA Aust Community

Morningstar Support

Based on feedback received at a recent Huddle Up! session, Morningstar has been added to Quick Links at the top right hand side of the...

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New IFA-Aust Documentation

As referenced in the July 22 Safety & Success webinar, IFA-Aust has three new documents available on the Compliance/Policies page of the...

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Client Service Agreements Updated

We have recently completed a review of the Client Service Agreement (CSA) templates and the updated templates, along with lists of...

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July's Safety & Success Webinar

This month's Safety & Success topic: "It's Audit Season!" In next week’s Safety & Success webinar you’ll get the ‘good oil’ on IFA-Aust’s...

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Welcome Michael Radalj

Those of you who have been to one of PIFA's (destination) Symposiums before Covid struck will know Michael's familiar face. Based in...

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Unallocated Fees Policy

IFA-Aust’s Unallocated Fees Policy is now available in the Adviser Portal on the Compliance/Policies page. Please take a moment to...

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UPDATED ADVICE CHECKLIST & HOSTPLUS ONBOARD

Details relating to the updated advice checklist and Hostplus becoming an approved product provider. Updated Advice Checklist The Advice...

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huddle up! is moving

Based on your feedback, Huddle Up! is moving to Friday’s at 11am (Canberra time) starting Friday 10th June 2022. We will send a new diary...

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Asset Allocations now in AdviserLogic

ASSET ALLOCATIONS (at 31 Mar 2022) have been added to model portfolios in AdviserLogic and are now available for those of you using that...

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Director Identification Number (Director ID)

You need a director identification number (director ID) if you’re a director of a company, registered Australia body, register foreign...

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Welcome Andy Darroch

Andy is a new member of our IFA-Aust community joining the network in April. Originally from the Sunshine State, he moved south and runs...

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