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Forward Thinking Magazine : December 2010
b Welcome Tony Graham Executive Director Head of Macquarie Adviser Services Macquarie Adviser Services magazine Welcome to the December edition of Forward Thinking. These challenging times demand innovative thinking and smart solutions. At Macquarie Adviser Services we have challenged ourselves to deliver ‘next generation’ solutions that deliver valuable outcomes for you and your clients. On page 2 we explore platform and administration systems for the future - what’s new and what solutions could suit you and your clients. Macquarie Practice Consulting develop this discussion on page 11, specifically in relation to your service offering and administration capabilities. From page 16, MAStech explore TTR strategies and provide another instalment of their invaluable Expatriate Games series. In terms of our business, Macquarie Life has recently been awarded the ‘Life Insurance Product of the Year’ by AB+F. Macquarie Life has also recently launched LifeConnect, a tele-interviewing service which will increase the efficiency of the insurance application process for financial advisers and insurance brokers. In September, Coin acquired the remaining 50 per cent stake in Outplan. The full acquisition is part of Coin’s strategy to more fully integrate flexible para-planning services into the broader Coin offering. In platforms, Macquarie Wrap has completed an extremely successful pilot of a new model portfolios service and is now registering interested Wrap advisers for the service. Wrap has also launched Pension Update, enabling your clients to commute an existing pension and start a new pension, while retaining the same account details and transaction history. We will soon launch phase one of our new secure adviser site. Macquarie Access will be a single access point to all our offerings. Phase one will show you a consolidated client and account list across cash, wrap, retail super and managed funds. Macquarie Access will be launched in the New Year. In each of these developments, our focus continues to be on delivering products and services that drive business efficiencies while helping you to grow your business and service your clients. I hope you enjoy this edition of Forward Thinking.