Craig Phillips

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Superannuation

25 Feb

SMSF members get DVD assistance

Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....

Financial planning

24 Feb

ATO pushes SuperSeeker campaign

The Australian Taxation Office has renewed its campaign aimed at reuniting people with their lost superannuation accounts....

Financial planning

24 Feb

Babcock & Brown beats expectations

Investment and advisory firm Babcock and Brown (B&B) surpassed its own expectations today by posting an operating profit 10.4 per cent above that forecast in its pre-list...

Financial planning

23 Feb

Coin adds another feather to bow

Coin Software has dealt another blow to its competitors in the highly competitive adviser software market after striking a deal with Goldman Sachs JBWere Private Clients ...

Financial planning

23 Feb

Assirt takeover gets mixed reviews

The widely anticipated acquisition of St. George-owned Assirt Research by Standard and Poor’s was given a mixed reception by the market last week with opinions on the dea...

Financial planning

23 Feb

Advisers get slice of Western Pacific

Perth-based dealer firm Western Pacific Financial Group will become almost exclusively owned by its collective of financial advisers after divesting two group holdings to...

Financial planning

23 Feb

Perpetual up and running in Dublin

Perpetual Trustees has been given the green light by Irish authorities to kick off its new Dublin-based global equities business, with the go-ahead coinciding with today’...

Funds management

22 Feb

Business booms in private equity world

Forty per cent of venture capitalists have identified high exit price expectations by private equity vendors as the biggest constraint on the industry over the past six m...

Financial planning

21 Feb

AXA reports ‘steady as she goes’

AXA Asia Pacific reported an 18 per cent rise in operating earnings (excluding health) to $354.2 million this morning, yet this failed to translate into higher margins wi...

Financial planning

18 Feb

ASIC continues mortgage fund crusade

A Queensland based man has been committed to stand trial after an investigation by the Australian Securities and Investments Commission alleged he dishonestly induced inv...