Archive for September 2020
FASEA update | Securities Institute Graduate Diploma of Applied Finance and Investment
By Kerry Thomas FASEA have announced the approval of two further financial planning electives within the Securities Institute Graduate Diploma of Applied Finance and Investment. The approval of the subjects E114 Technical Analysis and E171 Specialised Techniques in Technical Analysis means that, if you completed the GDAFI with Investment Management Stream Major or GDAFI with…
Read MoreFee Disclosure Statements – Revenue information
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…
Read MoreMadison Investment and Insurance Committee – Economic Update 9 September 2020
By Andrea Theouli In Australia, the economy is going through a difficult period, experiencing the biggest contraction since the 1930s[1]. The downturn is not as severe as earlier expected and a recovery is underway across most of Australia. The recovery is, however, likely to be uneven and bumpy. Not surprisingly, the more recent resurgence of…
Read MoreClime Direct
By Andrea Theouli Clime Direct is a stock research gateway, underpinned by the experience and knowledge of the Clime Asset Management investment team. It provides access to institutional grade insights and conclusions on stocks in the domestic and global sphere by delivering clear, straight forward conclusions based on quantitative metrics and the overarching macro-economic environment.…
Read MoreChanges to Superannuation work test age
By Greg Dawes With everything going on in the world today, it might have escaped your attention that the age at which the superannuation work test applies has been increased from age 65 to age 67 as at 1st July 2020. This means clients aged 65 and 66 who might have been excluded from contributing…
Read MoreThe Madison Monthly Connect:
By Sophie Firminger You spoke and we listened! Due to the overwhelming feedback from the recent peer sharing session at the Good Governance Summit we will now be running a peer to peer sharing session on the last Wednesday of every month from 3-4pm. This session is targeted at those practice principals who want to…
Read MoreAn Update from Annick
Annick sits down this week to discuss the three main projects that are happening at Madison. Watch the latest update below.
Read MoreFeatured Adviser: Karam Singh
Good Super caught up with Karam Singh during Pride Month to get his perspective on what it was like to live in Sydney after growing in Kuala Lumpur, challenges in his work life, the Marriage Amendment Act and his advocacy for Beyondblue. To read the full article click here.
Read MoreFeatured Practice: Halcyon Wealth Advisers
Halcyon Wealth Advisers has been featured in Financial standard as a result of their recent merger with Principal advisers. To read the full article click here.
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