Archive for June 2021

The latest FSR Bill (linked to the Hayne Royal Commission) was tabled in the House of Representatives on 24 June, and has already moved to second reading. Assuming it passes both Houses of parliament, it will come into effect 1 January 2022.   Key changes are: Single Disciplinary Body to be implemented; Removal of requirement…

BT Academy Technical Webinar Series    WATCH: BT Academy Tech Webinar Episode 29 | Woah we’re halfway there, woah living on a… legislative landscape Wednesday 30th June 2021 – Register Here Half a year down, half of 2021 still to go. With the commencement of annual consent imminent, the Your Future Your Super measures due…

CLICK HERE for the updated schedule of upcoming webinars from the Madison team.   In this Edition ·       A message from Jaime ·       The View ·       Insurance Specialist Forum ·       Changes to Advice Documentation ·       New Financial Services Reform Bill ·       Investment Update ·       Save the Date ·       Upcoming Webinars ·       Australian Super – Annual…

TAL FASEA Masterclass TALs award winning FASEA masterclass, 2021 dates now available, log on to the TAL Adviser Centre to register.  Pre-Exam Webinar Series Advisers who book to sit an exam will be invited to attend a Pre-Exam webinar hosted by FASEA.  The webinar covers exam essentials including; an understanding of how the Exam is…

Kaplan Professional has further extended its support and financial relief to Financial Advisers by introducing a scholarship scheme. Advisers who are working towards meeting the FASEA education standards will be able to apply for the scholarship. The scholarship will entitle you to $100 to be used towards the enrolment fee for each Higher Education subject…

There is only 6 days to go before the end of the financial year and the CPD period.  The link to the current Ontrack platform is: https://ontrack.edu.au If you are unsure of your password simply use the ‘forgot your password’ on the login page and you will receive an email to reset. If you are…

The latest Investment Market update is now available on the portal here and has already been added into XPLAN.   If you have any questions, please contact us at investmentservices@madisonfg.com.au   In this Edition ·       A message from Jaime ·       The View ·       Insurance Specialist Forum ·       Changes to Advice Documentation ·       New Financial Services…

  Australian Super have indicated they will not allow fees to be deducted from their member’s accounts if the fee is charged under an ongoing fee arrangement, unless it is an arrangement in place for 12 months or less.   We have made further enquiries to Australian Super to challenge this and request they change…

In line with the changes to FSGs for 1 July and the Enhanced FDS requirements, the following advice documents and templates are currently being updated and will be released on the Adviser Portal on Monday:   SoA (fee disclosures) RoA (fee disclosures) Fee Disclosure Statement  Ongoing Service Agreements Fee Consent Form (new document)   The…

CLICK HERE to read the latest The View from John Abernethy ‘ The Magnificent G7’.   In this Edition ·       A message from Jaime ·       The View ·       Insurance Specialist Forum ·       Changes to Advice Documentation ·       New Financial Services Reform Bill ·       Investment Update ·       Save the Date ·       Upcoming Webinars ·       Australian Super…