If you would like your Licensee details entered into the PDF. Please email marketing@lavista.com.au .

This calculator can be used to obtain the dollar amount for FDS/Consent when fees are paid under a percentage arrangement. You are required to use current balances with:

  • Known contributions
  • Known withdrawals/pension payments
  • Fees

This template can be used for consent for Fixed Term contracts from 1 July 2021. Please be aware some providers required their own forms to be completed.

This template can be used as a base for your AFSL template from 1 July 2021. Please be aware that some providers require their own consent forms.

The FSG template has been updated and is in mark up for ease of reference. The changes are those set out in the Legislative instrument released in March 2021.

The disclosure of lack of independence must:

  • Appear on the first page
  • Be contained within a box with a bold heading
  • The font size must be similar to other font size in the document
  • The disclosure cannot be in a footnote

Complaints handling must mention 30 days not 45 days.

Schedule a call back so we can answer your questions

LaVista logo

Location
Level 15, 20 Bond Street
Sydney NSW 2000

Phone:
1800 945 160

Email:
enquiries@lavista.com.au

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