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What’s inside …
Regulars
4 – From the editor
A matter of self-respect
6 – Wrap
A review of the month that was
38 – Final Word
SPAA bosses it – but wait: there’s more
By association
18 – Andrea Slattery – SPAA
35 – Brad Fox – AFA
36 – Mark Rantall – FPA
Features
8 – Practitioner perspective
Ben Smythe takes the road less travelled to genuine independence
10 – Cover story
Australia routinely produces people who are among the best in the
world at what they do – and financial
services is no different
16 – Self-managed super
A potentially beneficial change allows an asset to be left in a bare/holding trust even after a loan is repaid, without resulting in an in-house
asset issue
21 – In focus
Just how much has the industry learned some six years after the market catastrophes that defined 2007-08?
26 – Best practice
Martin Mulcare wonders why the
IPA has gone to so much trouble
to come up with an alternative
standard to APES 230
30 – Technical
Louise Biti explains why family trusts create complexity for Centrelink/Veterans’ Affairs and aged care clients
31 – Sharemarket
In the quest to produce a steady
income stream, Ron Bewley explains how building a portfolio based on
yield may be the answer after all
32 – hnwi
When it comes to servicing the rich, “utility” can mean a lot more than
just relationship and price – like a
date with Roger Federer
34 – The profession
Replacing FoFA with genuine self-regulation would be easier than ever under a Coalition government – but do financial planners have the courage?
