Archive for January 2021

We’ve come to the close of the Professional Development Day series.  The first in person event of the year, of which we hope to have many more.  What struck most was watching all of you reconnect, greeting each other with warmth and a sense of excitement for the year ahead.  In some states, it took…

FASEA have announced the timetable for exams sittings for 2021. Exams will be held over six sittings, both face to face and remotely. The registration window for the first exam is now closed. The exam timetable for the remaining exams is: Further information on the exam timetable, including the registration process, can be found here.…

As a result of our relationship with Kaplan, Madison Advisers and Practice team members can access a $900 per subject discount for postgraduate studies. Madison price: $1600 per subject Retail price: $2500 per subject To access this discounted price advisers should use the Promotional Code MADFIMFP20 and Preferred Customer Code PC-RID159 when enrolling online or…

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…

As you may be aware, the long-awaited legislation for annual client consent for ongoing advice fees was tabled in Parliament earlier this month. Whilst it is not legislation yet, the changes are scheduled to take effect 1 July 2021. We expect more information to come early in the New Year, and will be hosting a…

Madison has approved participation in the Magellan Global Fund Partnership Offer and Bonus Option Issue for relevant clients. The offer opened 18 January and we have created a ROA template for you to use if you wish to recommend it to your clients, along with a simple calculator to help you complete the table in…

  It’s time for a new Active File Review process! A New Year brings the beginning of a new era in compliance. This year we are launching our ‘active’ file review process, which sees us working with you each quarter to review part of your advice processes and documentation.  The active file review process has…

Meet with Megan Webinars Join Megan Thomson, our Advice Integration Manager, Thursdays at 11am (QLD time) in her ‘Meet with Megan’ webinar series. Each week Megan will present efficiencies available to you in XPlan to support your business.  CLICK HERE to register and select any of the below sessions.  Thursday 4th February – New user…