July 2013:
Digital content

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

features

08 – dealer group summit
Licensees highlight key issues facing financial planning

22 – risk
Latest developments in the battle against churning

24 – self-managed super
Pension taxation changes explained
Bryce Figot

26 – self-managed super
Does drop in SMSF creation give cause for concern?
Salvador Saiz

32 – philanthropy
The art of the heart-to-heart
Laura O’Rourke

34 – other people’s money
The role of commodity trading advisers in a portfolio
David Smythe

36 – super fund awards
The best superannuation and pension funds in Australia

42 – practice management
The best foundation for great client relationships
Martin Mulcare

43 – practice management
Changes to the law may be a boon for part-timers

regulars

04 from the editor
It’s time for a change of terminology

06 wrap
A round-up of the month that was

by association
20 – Hugh Elvy
30 – Andrea Slattery
44 – Mark Rantall
45 – Brad Fox

46 Final Word
There’s something about Volvos

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When simplicity becomes the ultimate sophistication

When simplicity becomes the ultimate sophistication

Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.

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