Archive for November 2020

By Kerry Thomas FASEA have announced the timetable for exams sittings for 2021. Exams will be held over six sittings, both face to face and remotely. The exam timetable is below:   Registration for the final exam sitting for 2020 (4-9 November), is still open.  Further information on the exam timetable, including the registration process,…

As mentioned in the 22nd Oct Madison News we will transitioning across to a brand new Ontrack platform this month. We can now confirm that the transition to the new Kaplan Ontrack platform will occur on 25th November. In preparation for this we need to ensure that all validations are completed, and all details are…

National Seniors Australia published an article on their website last week posing the question: Are self-funded retirees missing out on stimulus? It makes the following key points: The government has followed up two earlier stimulus payments for self-funded retirees worth $750 each with two more payments of $250, to be delivered in December 2020 and…

Kaplan Professional’s Study Period 6 commences on November 9 and takes place over the summer months. There have been some enhancements to the Kaplan Professional student support, including: Early access to learning materials from now, four weeks before the study period commences Assessments available to view from Monday October 26 One-to-one tutor support to seek…

When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be made such as;…

As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk. You can input this information under Service > Client Reporting/Key Dates…

Since the Code of Ethics was first legislated, FASEA have provided various guidance documents for Advisers and Licensees, with each iteration being informed and developed with consultation from a wide range of stakeholders. On 5th October, a draft updated guide was released for consultation, which can be found here:  https://www.fasea.gov.au/wp-content/uploads/2020/10/Financial-Planners-and-Advisers-Code-of-Ethics-2020-Guide.pdf The draft guide builds on…

By Andrea Theouli We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here. Bell Potter research via Desktop Broker Advisers who are authorised to provide advice…

Zurich webinar – Ask the underwriting experts As we move through a period of change, heightened by the presence of a global pandemic and wider industry disruption, the role of underwriting has also had to adapt. With further changes in the disability income sector looming, what do we expect 2021 to bring? Hosted by Matt…

By Andrea Theouli One of the core exercises, since Madison joined Clime, was to ensure that we looked at potential synergies within the group which would enhance the support we provide Advisers. As part of this process, we identified that leveraging the internal investment capability coupled with the relationship Clime has with Mercer was the…