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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‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger

‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger

The merger between Evalesco and Principal Edge has seen the behind-the-scenes integration of two firms that have retained separate public-facing brands. But it’s meant that long-time Evalesco CEO Jeff Thurecht has stepped back from advice duties, shrinking his personal client base from 120 to zero, so he can focus on managing both businesses.

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