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AustralianSuper Service Agreements

After receiving feedback from Australian Super, we have amended our templates and process for Australian Super clients were a fixed term fee arrangement is required.

Changes to the AustralianSuper Service Agreement

Service Agreement

We conducted a webinar on Tuesday 26th October to walk through and discuss the changes, which can be viewed HERE

In this Edition

· A message from Jaime

· PI Insurance Attestation – Important Action

· Madison Annual Conference 2021

· Madison APL & Adviser’s Guide to Socially Responsible Investing

· The View from Clime

· Design & Distribution Obligations

· Dynamic SoA and Fact Find

· The Power of Data through Xeppo and Power BI

· Australian Super Service Agreements

· Making the most of Canva

· Upcoming Webinars

· Insurance Specialist Forum

· FASEA Exam Update

· Kaplan Information