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Forward Thinking Magazine : August 2011
Macquarie Adviser Services 1 Macquarie Adviser Services 1 Contents Macquarie Adviser Services SMSF round table panel, left to right: Martin Heffron, Heffron Consulting; Themi Karakaidos, Macquarie Private Wealth (sitting); David Shirlow, Macquarie Adviser Services; Daniel Tramontana, BGL; Jane Couchman, Macquarie Private Wealth (sitting); Andrew Hamilton, Cavendish Superannuation (sitting); Vicki O’Connor, WHK Central West. Angela Winton, Macquarie Relationship Banking; and Tim Farrelly, Farrellys This issue of For ward Thinking has been accredited for continuing professional development (CPD) points by the Financial Planning Association of Australia. Accreditation number 004975 for 2.5 points. To receive your CPD points, please go to macquarie.com.au /ftmagazine Cover story 02 SMSF round table: Scaled advice, licensing and insurance Features 14 Growth strategies FOFA and the value of your practice 21 Communicating the impacts of FOFA to your staff and clients 24 Excerpt from Bill Shorten’s speech to the Association of Financial Advisers 26 MAStech Tips and Traps for Limited Recourse Borrowing Arrangements (LRBAs) Insights 34 Practice management Convergence on the cards 38 Economic commentary The urge to save dominates the collective thinking 40 Insurance Underinsurance among high net worth clients 45 Self managed super funds Cash’s rise to fame 50 ETFs Spotlight on Exchange Traded funds 55 Stock story Investing in greener pastures 60 Macquarie in the community Volunteer of the year awards 62 In the spotlight... with David Barrett, Head of MAStech