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 Fee Consent ·       CPD Reminder ·       FASEA Exam Preparation Support ·       Kaplan Scholarship…

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We would like to extend an invitation to the inaugural Madison Insurance Specialist Forum, held over two days in Brisbane on the 21 & 22 July. For two exciting days we will bring together some of the leading insurance thinkers in our industry. CLICK HERE to see the Agenda. This is an in-person event and…

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Important changes to RetireSelect and WealthPortal Investor Service There are some exciting changes to the RetireSelect and WealthPortal Investor Service. IRESS have further simplified the fee structure and are offering competitive fees to your clients invested in RetireSelect and WealthPortal Investor Service. Your clients with a balance of $250,000 will now be able to save…

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The View | Warning Bells for Inflation? On this episode of The View Caroline Stephen sits down with John Abernethy to get his view on inflation, bond markets and interest rates, and the surging property market. To hear more from the team at Clime subscribe to ‘The Clime Outlook with JA’ podcast on Spotify.  …

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We would like to extend an invitation to the inaugural Madison Insurance Specialist Forum, held over two days in Brisbane on the 21 & 22 July. For two exciting days we will bring together some of the leading insurance thinkers in our industry. CLICK HERE to see the Agenda. This is an in-person event and…

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Click below to see a message from Jaime Johns our General Manager   In this Edition ·       A message from Jaime ·       The View ·       Insurance Specialist Forum ·       Wealthportal new pricing ·       Save the date ·       Upcoming Webinars ·       FSG & Advice document changes ·       CoreData Licensee Survey ·       Kaplan Scholarship ·       CPD reminder…

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