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Forward Thinking Magazine : August 2011
Welcome Tony Graham Executive Director Head of Macquarie Adviser Services Macquarie Adviser Services Welcome to the latest issue of Forward Thinking magazine. Some time ago we asked you to tell us what you want to see more of in Forward Thinking magazine. Of all the suggestions we received, three areas stood out: you would like more on SMSFs, more on industry regulation, and more case studies and interviews of real-life businesses. As you read through this issue of Forward Thinking, you will notice that we have taken your suggestions on board -- I hope that you like the results. Your copy of MAStech's Little Black Book is attached to the cover. This booklet is always in high demand with advisers and is now available to download free of charge from Apple's App StoreSM, so you can have essential facts and figures at your fingertips, any time anywhere. We recently assembled a range of leading SMSF commentators including advisers, accountants, administrators and technical specialists to discuss the impact FOFA and Stronger Super may have on the provision and management of SMSFs in the advice market, in the next two to five years. The discussion was chaired by David Shirlow and covered a wide range of topics including accountant licensing, education and commissions in super, and the future of SMSFs. Key topics from the discussion are broken down in our lead article, and a second article is available to read at macquarie.com.au/smsfroundtable, along with a range of video footage from the event and more information about our panel. On page 14, we continue the FOFA theme with insights on how the reforms could impact the value of your practice, and how you can make the most of the coming opportunities. If you are making changes to your business as a result of the reforms, on page 21, we bring you 'best practice' solutions for communicating those changes to your staff and clients. Macquarie Practice Consulting has released its 2011 benchmarking reports for financial planners and mortgage brokers. On page 34 Fiona Mackenzie discusses some insights from the research, in particular the resilience of financial advisers. In terms of Macquarie Adviser Services, we have recently launched COIN Business Intelligence, which is designed to help advisers analyse and manage key aspects of their business. It comprises three powerful practice management tools in one intuitive and integrated COIN Office module: revenue management, task management and referral management. As always, we hope that you enjoy reading Forward Thinking.