Archive for August 2021

BT Presents | Superannuation Advice & Safe Harbour Friday 6th August, 2021 at 12:00pm – Register Now! – CPD Accredited One of the key obligations under Best Interest and the Safe harbour steps is for advisers to demonstrate they have “conducted a reasonable investigation into the financial products that might achieve the objectives and meet…

Click below to hear from Jaime Johns our General Manager.       In this Edition ·       A message from Jaime ·       Asset Class Return Forecasts Update ·       WealthPortal Investment Menu Change ·       Madison APL Changes ·       The View ·       New Financial Services Reform Bill – update ·       Good Governance Summit ·       Friday Afternoon Drinks…

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 ·       Asset Class Return Forecasts Update ·       WealthPortal Investment Menu Change ·      …

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…

CLICK HERE for the upcoming webinar schedule for Madison.   Unlocking the strategies within a Futurity Education Bond   Futurity is an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds. In 2020 Futurity launched a new Education Bond range designed specifically for saving and investing to tax-effectively accumulate funds…

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…

As we have noted in the previous newsletter, Australian Super have taken a position with ongoing advice fees whereby they will not allow an ongoing advice fee to be charged from their members’ accounts unless it is an arrangement in place for 12 months or less.   We have made further enquiries to Australian Super…

                                                  In this Edition ·       A message from Jaime ·       Asset Class Return Forecasts Update ·       WealthPortal Investment Menu Change ·       Madison APL Changes ·       The View ·       New Financial Services…

With the extension of the NSW lockdown along with developing situations in Brisbane and Melbourne we are bringing back the Friday Afternoon drinks with the Madison team. The first drinks will take place this Friday 6 August at 4PM. Click on the below link to join us this Friday.   Join Zoom Meeting: https://us02web.zoom.us/j/84264872053 Passcode:…

Click on the below link to see this weeks The View from Clime “Australian overpromising and underdelivering” with john Abernethy and Paul Zwi If you’re looking for additional content from Clime please have a look at the below articles The Clime Market Wrap video featuring Vincent Cook dated 27 July 2021 ‘Passion for Small Caps…