February 2013:
Digital content

A guide to the Professional Planner February 2013 edition and links to authors and additional content.

features
08 forum
Challenges facing the private banking industry
Australia’s leading private banks are grappling
with how to best position themselves for when
clients start to look for alternatives to cash.

12 cover story
SMSF advisers under the microscope
With new powers for the ATO and a crackdown by ASIC,
advisers to self-managed super fund trustees will be
under scrutiny this year like never before.

20 SMSFs
The pros and cons of corporate trustees
Bryce Figot – bfigot@dbalawyers.com.au

22 SMSFs
Beware of smiling assassins targeting the sector
Tony Negline – tony@supercentral.com.au

26 insurance series – part iv
Fewer errors but more work in technology advances

30 best practice
Ten steps to managing key man risk
Ray Henderson – ray@businesshealth.com.au

32 best practice
Why investment markets shouldn’t matter
Martin Mulcare – martin@scat.com.au 

34 prospecting
Introducing an exciting new segment: the “Players”
Scott Graham – scott@thecustomerchampion.com.au

36 sharemarket
Why the market might be heading beyond 5400 points
Ron Bewley – ron.bewley@woodhall.com.au

38 technical
Avoiding the big freeze with client assets
Louise Biti – louise.biti@strategysteps.com.au 

42 big picture
Shift of power in this tale of two cities
Frank Gelber – fgelber@bis.com.au

regulars
04 from the editor
It’s time to answer a simple question
Simon Hoyle – simon.hoyle@conexusfinancial.com.au

06 wrap
A round-up of the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au

46 Final Word
Is ASIC more like a GPS than an old Gregory’s? 
Dixon Bainbridge – dixon.r.bainbridge@gmail.com

by association
24 Andrea Slattery
44 Michael Nowak
45 Mark Rantall

, , ,

Leave a Comment

‘CRMs probably die a slow death’: Netwealth CEO

‘CRMs probably die a slow death’: Netwealth CEO

Netwealth chief executive Matt Heine believes CRMs will “die a slow death” as their place in the advice process becomes redundant. But the head of the fast-growing platform is aware that licensees are eyeing tech capabilities and the potential control that can be regained over the advice process by being the proprietors of those services.

Sort content by

Previous