Archive for August 2021

FASEA Exam – 3 month wait removed for November sitting As per our update on WorkPlace, FASEA has announced that the requirement to wait 3 months between exam registrations has been removed for the November exam sitting. This means if you have yet not passed the Financial Adviser Exam, you will be able to register…

Following on from our previous notice in the last newsletter that Australian Super had changed their approach to ongoing advice fees, they have taken on board the feedback provided by us and other members of the advice community and softened their previous position.    Under the updated arrangements, the normal Madison ongoing service arrangements will…

  We have put together a matrix of Fund Providers and their requirements for fee consent. We will continue to update this matrix as more information becomes available. CLICK HERE to access the the matrix.                     In this Edition ·        A message from Jaime ·        Madison…

                                                In this Edition ·        A message from Jaime ·        Madison Investment Market Update ·        Articulating and Implementing your Investment Philosophy ·        Madison Investment & Insurance Committee ·        The View ·        Dynamic…

  We are pleased to launch Madison’s first Masterclass for Support Teams. This online event has been created to provide the support teams of Advisers access to a panel of industry experts to hear about the latest efficiencies from platform providers and insurers, hear updates on new and improved tools in Xplan, and participate in an in-depth…

  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 – 12.30pm: Good Governance Summit Wednesday 18 August 9.00AM – 12.30PM: Good Governance Summit     CLICK HERE to register for the Principals’…

We are about to release some changes to help make your XPlan world easier. Please take a quick look at the below, so you know what’s coming and when.   At A Glance We know it can be hard to find the client information you’re looking for on XPlan, so we’re simplifying the left hand…

  The role of the Madison Investment and Insurance Committee (MIIC) is to assist the Madison Leadership Team in fulfilling its duties relating to product and investment obligations including: Setting the Approved Product List (APL); Monitoring the APL; Setting and maintenance of objectives and asset allocations for risk profiles.  We would like to call for…

  Following the recent webinars we have held, the Investment Philosophy workbook has been finalised and is now available on the Adviser Portal here. Should you have any questions or would like to arrange a one on one session, please do not hesitate to contact us at investmentservices@madisonfg.com.au or call 1300 789 575.    …

  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 email us investmentservices@madisonfg.com.au or call 1300 789 575.                       In this Edition ·        A message from Jaime ·        Madison…