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Tasplan

Tasplan and AIOFP finalise referral agreement

August 15, 2017

Hobart based industry fund Tasplan and AIOFP have finalised a financial advice referral agreement for Tasplan members based on mainland Australia. The agreement provides qualified financial advice referrals to AIOFP who will then allocate the referral to participating AIOFP accredited Adviser members. AIOFP, Manager Member Services, Ray Bailey said, “The agreement provides significant opportunities for…

Understanding Your HR Obligations

July 27, 2017

With limited time and a seemingly endless number of responsibilities it is not surprising that many small to medium sized practices fail to fully appreciate their legislative responsibilities towards their employees. That said, ignorance is no excuse. Depending on the nature of the dispute, organisations and the individual managers within them, risk hefty penalties if…

MDRT

MDRT gives AIOFP professional recognition

June 15, 2017

The Million Dollar Round Table has confirmed it has given the Association of Independently Owned Financial Professionals approval as a recognised professional association. In an email seen by Risk Adviser, MDRT’s membership services confirmed to the AIOFP that it has given it approval as an MDRT professional association. AIOFP manager of member services Ray Bailey…

Graduate Diploma of Financial Planning

June 15, 2017

As you no doubt know everyone currently in the industry must be ‘degree qualified’ in an appropriate manner by 2024. The Education industry is an excessively lucrative area where massive margins are taken by ‘brands’. A course can range between $15 – $30,000 depending on what Institution you select. Considering our member surveys over the…

Feedback

How specific is your feedback?

June 7, 2017

I am a strong advocate for employees and employers engaging in a genuine, honest two-way dialogue. I truly believe that delivered appropriately, feedback (or feedforward as some would say) is not only incredibly valuable, but something that we generally welcome. I mean, who doesn’t want to be the best that they can be? So it…

AIOFP pens outsource deal with Statewide Super

February 16, 2017

The AIOFP has announced an agreement with industry fund Statewide Super for outsourced advice services, in a bid to compete with the vertically-integrated institutions. Speaking to ifa, Barbara Ryland, manager of industry fund relationships at the AIOFP and a former Local Super executive, said the lobby group for non-aligned licensees has struck a major advice…

ASIC WARNING and an obvious CONFERENCE QUESTION!!

October 27, 2016

Below is a letter from ASIC EXECUTIVE TEAM LEADER – ADVICE Joanna Bird about the recent FINDEX prosecution and the potential ramifications for all practices. Joanna has asked us to warn all members of the circumstances. You will note also that ASIC are seeking a legal opinion on banning ANY practice from using the term…

Registered Tax Practitioner

Registered Tax Practitioners

October 13, 2016

From 16 October to 5 November the Tax Practitioners Board (TPB) will be advertising to small businesses encouraging those who use an agent for their tax or business activity statement matters, to check that agent is registered. We will encourage small businesses to: look for the registered tax practitioner symbol check the TPB Register. Advertisements…

Raddison Hotel

Corporate Hotel Rate in Melbourne and Sydney for Members – Radisson Hotels

March 3, 2016

We are pleased to announce that AIOFP have negotiated a discount on the retail rate at Radisson Hotels in Melbourne and Sydney. If you are looking for accommodation or conference facilities, why not take advantage of these discounted rates. The Radisson Blue Sydney 5 Star Hotel is in a great position near Circular Quay and…

Lost Buoy

Lost Buoy wines is such a find!

December 13, 2015

With the festive season approaching members have requested access to some quality wholesale priced wines. Below and attached are some details on a boutique awarding winning brand from McLaren Vale, the LOST BUOY. It represents around a 50% discount on retail pricing and can be delivered anywhere around the nation before Xmas. The delivery cost…