The upcoming pay run dates for the Christmas period are below Pay period ending 15 December 2020 – Processed on 16 December 2020 Pay period ending 31 December 2021 – Processed on 4 January 2021 Depending on your bank, you should receive your revenue in the evening of the processing day or the next day. …

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In a few weeks time, we’ll be closing out 2020.  Worldwide, many will be glad to see the end of this year and eagerly waiting for 2021 (count me in!). As a community, we’ve come a long way, faced some interesting obstacles (remind me to choose our Conference themes more carefully!) which I believe we’ve…

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On 12th November 2020, the Financial Sector Reform (Hayne Royal Commission Response) Bill 2020 was introduced into Parliament. On passage of the Bill, persons providing claims handling and settling services will need to be covered by an Australian Financial Services (AFS) licence, and the general conduct obligations under section 912A of the Corporations Act 2001…

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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:   Further information on the exam timetable, including the registration process, can be found here. More from this Edition Note from Annick Upcoming Events & Webinars…

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For those students who want to get organised and plan their FASEA Education pathway studies for 2021, Kaplan are pleased to advise enrolments are open for Study Period 1 – next year’s first intake. It is a great way for advisers to get a fast start with their studies, especially those who haven’t sat the…

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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…

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FASEA has announced that financial planning students interning or working during the final stages of their degree will now be able to begin logging hours towards Q1 and Q2 of their Professional Year (PY). The great news means students completing a FASEA-approved degree can begin a Professional Year supervisory relationship whilst studying. Once a PY…

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In this most recent investor webinar, John Abernethy provides a macro update, Adrian Ezquerro shares his views on investing in local markets and Pieter Fourie provides an update on international markets. To watch a replay of the webinar click below. More from this Edition Note from Annick Upcoming Events & Webinars Revenue Processing over the…

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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 on securities would…

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Our long term forecast return and volatility assumptions have been updated as approved by the Madison Investment and Insurance Committee. The updated forecasts (see below) are based on the Mercer 10-year market aware Capital Market Assumptions: These forecasts take into account asset class returns but make no allowance for value-added due to active fund management…

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