Archive for September 2020

By Kerry Thomas We have recently received a number of questions regarding the timing of revenue information flowing into xPlan to support FDS production. Given the lag in product provider reporting of revenue (up to 2 weeks), we recommend you generate FDS at least 14 days after the anniversary date (disclosure date), to ensure all…

By Kerry Thomas The Minister for Foreign Affairs (Marise Payne) has listed convicted terrorist Brenton Harrison Tarrant (an Australian Citizen) on the Sanctions listing under Australia’s counter-terrorism sanctions regime. Mr Tarrant’s details as provided by DFAT are:   Identifying information Primary name: Brenton Harrison Tarrant Date of birth: 27 October 1990 Place of birth: Grafton,…

By Bethany Wooster What do you do when your client’s decision-making is in doubt? The Decision Making Ability program from Autonomy First is a one day interactive training course designed to equip professionals with a structured approach to the practical evaluation of client decision making capacity. To accommodate current restrictions on travel and gatherings, this…

By Megan Thomson Tuesdays at 11.30am – CLICK HERE to register 29/09 – Data efficiencies in XPlan Thursdays at 11.00am – CLICK HERE to register 01/10 – CALM Modelling for Client Meeting           More from This Edition: Video Update from Greg Dawes – Annual File Review Process  FASEA update | Exam…

By Andrea Theouli By now all practice principals would have received Clime Direct login details. Let us know if you have not. We are running three webinar sessions to go over how Clime Direct works and how you can utilise it as part of your research and client engagement processes. Please register below and select…

By Andrea Theouli For Madison adviser use only The following is a summary of the discussion at the monthly  Madison Investment and Insurance committee meeting held on 17 September 2020. Equity markets August 31st saw the end of reporting season. Market participants were anticipating a lot of bad news, but it did not appear to…

This week Greg Dawes provides an update on the Annual File Review Process. To watch the video click below.   More from This Edition: Video Update from Greg Dawes – Annual File Review Process  FASEA update | Exam sittings for 2021 FASEA update | Securities Institute Graduate Diploma of Applied Finance and Investment Kaplan Professional…

We believe communities work best when everyone has a voice and the power to make a difference so we are launching the Madison Adviser Community via Workplace by Facebook. Workplace is similar to Facebook but ad free ad is a platform that will allow you and your Madison peers to collaborate with one another either…

By Bethany Wooster We’d like to thank you for joining us at the Good Governance Summit this year. Whilst we weren’t able to be face to face with you, we still enjoyed coming together as a community virtually. We will use the experiences learned in the summit to create more opportunities for you to connect…

                                      By Annick Donat I mentioned in the Principals’ briefing one of our key projects for the first 100 days is delivery of a new Investment Solutions Service to provide quality research, support, education and investment ideas …