Archive for February 2021

2021 already seems to be hurtling by at breakneck speed with no signs of slowing down. I am reminded of one of my favourite movie quotes from Ferris Bueller ‘Life moves pretty fast if you don’t stop and look around once in a while you could miss it.’ The same seems to go for our…

Study Period 2, 2021 – enrolments now open   For those students who want to get organised and plan their studies for 2021, we are pleased to advise enrolments are open for Study Period 2.  Study Period 2 is a way for advisers to get their year off to the best possible start by either…

As we mentioned in our last newsletter, Madison has approved participation in the Magellan Global Fund Partnership Offer and Bonus Option Issue for relevant clients. We provided a ROA template to assist you in your advice process. Following some recent feedback, we have made some minor adjustments to recognise that the offer is open to…

The long-awaited legislation for the Royal Commission changes – including annual client consent for ongoing advice fees – have now passed the House of Representatives. Whilst we’re waiting for its Royal Assent by the Governor General to make it Law, the key changes for Financial Advisers are effective 1 July 2021. The changes cover Client…

Weekly Update no. 2 In last weeks newsletter, we announced the launch of the Practice Dashboard, tailored for your business to provide Power BI Reporting through Xeppo. Following each masterclass at the PD Days in March, your practice will be activated and the process of reconciling your data between your financial planning system and CommPay can begin…

Advice & Governance Webinar Series We are launching a fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews. Our first sessions will kick off after…

After the turmoil of 2020 we are excited to get back to normal with our first in-person event for the year. The Masterclass & PD Day has been curated to offer you and your team sessions across the spectrum of FASEA Knowledge areas. Register below for the event in your state; Melbourne: 2 & 3…

The following investments were added to the APL with an Approved rating in February: Name Identifying code Hyperion Global Growth Companies Fund WHT8435AU Lazard Global Listed Infrastructure Fund (Hedged) LAZ0014AU Quay Global Real Estate BFL0020AU Colchester Global Government Bond Fund ETL5525AU Daintree Core Income Fund WPC1963AU Franklin Templeton Australian Absolute Return Bond Fund FRT0027AU Lakehouse…

John Abernethy & Paul Zwi are back in this weeks video edition of The View. Key topics of discussion include Philip Lowe’s recent speech at the national press conference and the COVID vaccine rollout.