Archive for February 2021

Weekly Update No. 1 In March we are excited to launch a dashboard tailored for your business powered through Xeppo and Power BI. By providing this overview of your business you will be able to see valuable insights into your client’s position and achieve objectives around your client offering, revenue growth, efficiency, and risk management.…

If last year taught us anything, it was the value and importance of being surrounded by people and communities who truly care for the wellbeing and success of others.  Across the country, businesses, families have come together, and still do; finding ways to get through the myriad of complexities post a ‘once in a 100…

Free FASEA Exam Preparation Support Looking for more support to complete the FASEA Exam? Kaplan Professional are now providing free FASEA exam preparation support to advisers who are yet to pass the exam. This includes: Free enrolment into all three versions of the Kaplan Adviser Practice Exam (KAPE) until 30 June 2021 – advisers will…

BT recently sent a communication to Advisers to provide an update on tranche two of the migration to Panorama. Advisers who have clients with accounts in a BT Wrap Open badge are scheduled to migrate to BT Panorama over the weekend of 20-21 March 2021. (Note this date is subject to signoff from the relevant…

The long-awaited legislation for the Royal Commission changes – including annual client consent for ongoing advice fees have been tabled in the House of Representatives. Whilst we’re waiting for its passing (and then Royal Assent by the Governor General), the key changes for Financial Advisers are effective 1 July 2021. The changes cover Client Fee…

Madison Investment Update webinar Our monthly investment update webinars for 2021 will commence from 17 February and will be held at 2pm on the third Wednesday of every month. CLICK HERE below to register for all 2021 occurrences.   Madison Monthly Connector  The next Madison Monthly Connector session will be held on Wednesday 24 February…

Please click here to access the Annual Events Calendar. If you would like to add these events to your calendar please click on the dates in the PDF.   In this Edition: ·       A note from Annick ·       Welcome to Madison ·       Unfettered with John Abernethy ·       Save the Date ·       Latest Investment Update: The…

View on Super John Abernethy   In late 2020 the ‘Callaghan Review and Report into Retirement Income’ was presented to the Government. In his press release the Treasurer asserted that the Report ‘confirms the Australian retirement income system is effective, sound and its costs are broadly sustainable’. In recent weeks, the AFR has published differing…

The following investments were added to the APL with an Approved rating in January: Name Identifying code Stewart Investors Wholesale Worldwide Sustainability Fund FSF1295AU Centuria Industrial Income Fund No. 1 –   As previously advised, a new tab has been added to the APL spreadsheet showing recent changes and when they took effect. The complete…

In the latest View we discuss the International Monetary Funds 2021 world economic growth forecasts and outlook. CLICK HERE to access a PDF version of the update:   In this Edition: ·       A note from Annick ·       Welcome to Madison ·       Unfettered with John Abernethy ·       Save the Date ·       Latest Investment Update: The View…