Archive for September 2021

  Forget your lockdown blues and join us on Friday 10 September at 4pm for afternoon drinks with the Madison team. CLICK HERE to register and add the calendar invite to your diary.                                            …

With less than 4 weeks until the new DDO obligations come into effect on Tuesday 5 October 2021, it is important to understand how this will impact you in your day to day advice activities. The Advice & Governance Team held a webinar recently which walked through some of the requirements of DDO and what…

Kaplan Scholarship 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…

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…

Troy Scott – FS Power50 Finalist A HUGE congratulations to Troy Scott from Scott Wealth for making the shortlist of the Financial Standards Top 50 Most Influential Advisers. Please make sure to cast your vote for Troy through this link: https://www.financialstandard.com.au/voting/?id=20710 Fee Consent Matrix of Fund Providers We have put together a matrix of Fund…

Virtual Express Experts Series – APRA Sustainability Measures In December 2019, APRA informed all life insurers of changes required to product design and practices to improve Individual Disability Income Insurance (IDII) sustainability. All insurers must comply with these changes effective 1 October 2021. With this looming deadline we have decided to run a virtual express…

We’d like to thank everyone who participated in the Madison Masterclass for Support Teams. We had 37 attendees from across the community log in to the session.   We’d like to thank our Corporate partners who contributed to the agenda. We intend on making all slides available to attendees and will circulate these all, once…

CLICK HERE to get a calendar of upcoming events and webinars for Madison. Madison Friday Afternoon Drinks Forget your lockdown blues and join us on Friday 10 September at 4pm for afternoon drinks with the Madison team. CLICK HERE to register and add the calendar invite to your diary.   Meet with Megan Webinars Last…

How would you like to pay? As you are aware, each year ASIC charge an Industry Funding Levy. Previously, we have recuperated the Levy over 4 payment runs once the invoice has been issued. For the FY20-21 period, we are offering two payment methods for this recovery: Option 1 $110 deduction per Adviser over the…

Smaller Companies, Larger Returns? On this week’s episode of The View, Paul Zwi is joined by Clime’s Smaller Companies Portfolio Manager, Jonathan Wilson. Tune in as they discuss how portfolio selection for smaller companies has changed over the course of the pandemic as well as prospering smaller company stocks during this period.   In this…