16 January 2020 News
I hope you had a great break over the festive season and set aside time to reflect both on 2019 but also on your goals for the new year.
Australia has had a challenging start to 2020 with the bushfires impacting most of the country. I’m sure many of you have clients/friends/family who have been impacted directly or indirectly. Our thoughts are with all those affected.
This disaster has shown how quickly things can turn and highlights the courage and character of so many people. In the financial services industry, we have seen responses to these tragic events from advisers, insurers, associations, and banks who have pledged to assist those who need to rebuild in the aftermath.
The support and camaraderie shown by so many is a reflection of what we need to succeed over the next year and beyond.
We will be providing updates over the coming weeks on current projects Madison to assist your practice as well as a timeline for the Madison rebrand to Sargon Adviser Services.
We look forward to working with you in 2020.
Regards,
Dave
Save the Date
Please save the dates in your calendar for our Masterclass & PD Day Roadshow in 2020. Registrations will be sent out in the coming weeks.
Melbourne – 24 & 25 February
Adelaide – 26 & 27 February
Sydney – 2 & 3 March
Brisbane – 5 & 6 March
Rebranding your Business Collateral
Madison Financial Group will be re-branding to Sargon Adviser Services on 2 March 2020. We want to ensure this transition is as smooth as possible for your business. To assist us, please CLICK HERE to complete a short survey detailing your business collateral.
Code of Ethics Webinar
Thank you to those who attended our Code of Ethics webinar this week. Please CLICK HERE to review the presentation slides. If you have any questions, please contact the A & G Team.
Investment Services Updates
CLICK HERE for an update from Investment Services and HERE for details on the Xplan Asset Class update.
ASIC Levy 2018-19
ASIC has indicated that the cost of the annual adviser levy will rise due to higher costs and the Royal Commission. We will let you know what this means for you once more information is available.
Kaplan Survey
Kaplan Professional is embarking on a comprehensive research project on the state of the financial planning industry, focusing especially on the experiences of Australian financial planners in comparison to those in the United States. To participate in the survey, CLICK HERE.
New Policies
CLICK HERE for details on the Madison Policy Review.
FASEA Exam Schedule
CLICK HERE for the 2020 FASEA Exam and enrolment schedule and registration link.
Premium Waiver for Bushfire Victims
Several Life Insurance companies are offering premium waivers and assistance packages for clients impacted by the bushfires. Touch base with your BDM to find out more information.
News and Events from our Industry
CLICK HERE for the FPA Future of the SoA interactive guide. See if you can spot a familiar face!
CLICK HERE details of the OnePath Lunch & Learn series.
CLICK HERE for details of the Magellan Asset Management Adviser & Client Briefings 2020
CLICK HERE to register your interest for the BT Back to Business event
Revenue Services
The next revenue payrun will be processed on 3 February 2020
OPEX has written handy guides for Madison users, available through Zen desk and the below links;
CommPay Reporting
Lodging and receipting an invoice.
Invoice Tracking Template
Xplan Navigation
Power BI webinar recording
Setting up referral arrangements in CommPay
CommPay and revenue queries – ATTN: Brokerage
support@opexconsulting.com.au
Discount Codes
Kaplan – PC-RID159
FPA – When enrolling in any CFP unit note you are with Madison for a 10% discount.
Helpful Information
16 January 2020 News
I hope you had a great break over the festive season and set aside time to reflect both on 2019 but also on your goals for the new year.
Australia has had a challenging start to 2020 with the bushfires impacting most of the country. I’m sure many of you have clients/friends/family who have been impacted directly or indirectly. Our thoughts are with all those affected.
This disaster has shown how quickly things can turn and highlights the courage and character of so many people. In the financial services industry, we have seen responses to these tragic events from advisers, insurers, associations, and banks who have pledged to assist those who need to rebuild in the aftermath.
The support and camaraderie shown by so many is a reflection of what we need to succeed over the next year and beyond.
We will be providing updates over the coming weeks on current projects Madison to assist your practice as well as a timeline for the Madison rebrand to Sargon Adviser Services.
We look forward to working with you in 2020.
Regards,
Dave
Save the Date
Please save the dates in your calendar for our Masterclass & PD Day Roadshow in 2020. Registrations will be sent out in the coming weeks.
Melbourne – 24 & 25 February
Adelaide – 26 & 27 February
Sydney – 2 & 3 March
Brisbane – 5 & 6 March
Rebranding your Business Collateral
Madison Financial Group will be re-branding to Sargon Adviser Services on 2 March 2020. We want to ensure this transition is as smooth as possible for your business. To assist us, please CLICK HERE to complete a short survey detailing your business collateral.
Code of Ethics Webinar
Thank you to those who attended our Code of Ethics webinar this week. Please CLICK HERE to review the presentation slides. If you have any questions, please contact the A & G Team.
Investment Services Updates
CLICK HERE for an update from Investment Services and HERE for details on the Xplan Asset Class update.
ASIC Levy 2018-19
ASIC has indicated that the cost of the annual adviser levy will rise due to higher costs and the Royal Commission. We will let you know what this means for you once more information is available.
Kaplan Survey
Kaplan Professional is embarking on a comprehensive research project on the state of the financial planning industry, focusing especially on the experiences of Australian financial planners in comparison to those in the United States. To participate in the survey, CLICK HERE.
New Policies
CLICK HERE for details on the Madison Policy Review.
FASEA Exam Schedule
CLICK HERE for the 2020 FASEA Exam and enrolment schedule and registration link.
Premium Waiver for Bushfire Victims
Several Life Insurance companies are offering premium waivers and assistance packages for clients impacted by the bushfires. Touch base with your BDM to find out more information.
News and Events from our Industry
CLICK HERE for the FPA Future of the SoA interactive guide. See if you can spot a familiar face!
CLICK HERE details of the OnePath Lunch & Learn series.
CLICK HERE for details of the Magellan Asset Management Adviser & Client Briefings 2020
CLICK HERE to register your interest for the BT Back to Business event
Revenue Services
The next revenue payrun will be processed on 3 February 2020
OPEX has written handy guides for Madison users, available through Zen desk and the below links;
CommPay Reporting
Lodging and receipting an invoice.
Invoice Tracking Template
Xplan Navigation
Power BI webinar recording
Setting up referral arrangements in CommPay
CommPay and revenue queries – ATTN: Brokerage
support@opexconsulting.com.au
Discount Codes
Kaplan – PC-RID159
FPA – When enrolling in any CFP unit note you are with Madison for a 10% discount.
Helpful Information