Archive for August 2021

We have recently made changes to the APL. See the changes in the table below. You can find the complete on the Adviser Portal under: Products>Investment>APL. If you have any questions, please email us: investmentservices@madisonfg.com.au or call 1300 789 575.   In this Edition ·       A message from Jaime ·       Asset Class Return Forecasts Update…

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 –…

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…

As announced on 8 June on our Facebook Workplace site, the WealthPortal Investment Menu has been expanded to include all investments available on the full OneVue Menu. This means that when you are choosing investments for your clients, you need to check against the Madison Approved Product List (APL) to ensure any investment you select…

The long term forecast return and volatility assumptions for use in XPLAN have been updated as approved by the Investment Committee. XPLAN is in the process of being updated. # XPLAN Class Name Growth Gross Income Standard Deviation Franked Income 1 Domestic Equity 2.90% 3.80% 18.70% 67.90% 2 International Equity 2.80% 2.80% 17.20% 0.00% 3…