Archive for July 2021

Click on the below to listen to a message from Jaime Johns our General Manager.   Due to a technical issue, the below video is audio only.     In this Edition ·       A message from Jaime ·       Welcome to Jason Gapps ·       The View ·       Investment Market Update ·       New Financial Services Reform Bill…

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…

  We have made the decision to restructure the Good Governance Summit into an online event, in line with the current COVID-19 outbreak. The Good Governance Summit will take place across two days for all advisers.   CLICK HERE to view the new agenda.   Tuesday 17 August 2021 9.00AM – 10.00AM: Principal’s Briefing 10.00AM…

CLICK HERE to read John Abernethy’s ‘Letter to Investors’.   Listen to John Abernethy, Chairman and Chief Economist of Clime, and Adrian Ezquerro, Head of Investments, in the End of Financial Year review.     In this Edition ·       A message from Jaime ·       Welcome to Jason Gapps ·       The View ·       Investment Market Update…

The latest Investment Market update is now available on the portal here and has already been added into XPLAN.   For the latest update in Proactive Portfolios check out the website for the latest portfolio update. We are holding a webinar on 23 July at 10:30 am to go over the portfolio changes. Register here to attend. If you have any…

      In this Edition ·       A message from Jaime ·       Welcome to Jason Gapps ·       The View ·       Investment Market Update ·       New Financial Services Reform Bill ·       Good Governance Summit ·       Save the Date ·       Upcoming Webinars ·       Australian Super – Annual Fee Consent ·       FASEA Exam Preparation Support ·       Kaplan Scholarship…

I am very pleased to announce that our team is growing. Jason Gapps will be joining as National Practice Manager on Monday 19th July and will working closely with Sophie and the wider team. In the coming weeks Jason will be introduced to the panel of practices he will be working closely within Madison. Good Governance…

CLICK HERE to download the monthly webinar schedule for July/August.   Advice & Governance Webinar Series Join our 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…

Episode 31 | Did ya FASEA it coming? Wednesday 28th July 2021 – Register Now! – CPD Accredited From 1 January 2022, FASEA will cease to operate, with its existing functions and responsibilities transferred to Treasury and ASIC.  In this session we will explore what the changes will be, how this will impact the advice landscape…

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…