Craig Phillips

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Financial planning

12 Oct

Aberdeen LIC locks in gains

Listed investment company, Aberdeen Leaders, has sold a significant portion of its underlying stock holdings in order to lock in unrealised market gains and pre-pay half ...

Financial planning

12 Oct

Harts exec pleads guilty to insider trading

Former executive director of Harts Australasia, Maxwell John Sweetman, pleaded guilty yesterday in the Brisbane District Court to insider trading following an investigati...

Financial planning

11 Oct

BT builds platform in Newcastle society

BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...

Financial planning

10 Oct

ASIC catches ‘collateral damage’ adviser

A former options adviser and stockbroker has appeared in the Adelaide Magistrates Court facing 52 forgery charges arising from an investigation by the Australian Securiti...

Financial planning

10 Oct

AMP salaried planners take retrenchment

More than 20 AMP Financial Planning salaried advisers have accepted redundancy packages following the announcement last month the dealer group would be closing its employ...

Financial planning

10 Oct

FPA vows to work hard for advisers

The Financial Planning Association will continue to lobby the Coalition Government following John Howard’s landslide victory in Saturday’s federal election, with the aim ...

Superannuation

10 Oct

All eyes on the election for SMSFs

The future of Australia’s mushrooming $130 billion self-managed super funds industry is bracing itself ahead of the weekend’s Federal Election, according to the SMSF Prof...

Financial planning

08 Oct

Growth funds back on track

Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...

Financial planning

07 Oct

Suncorp targets women with new policy

Suncorp Wealth Management has launched a new risk offering specifically aimed at women and covering female trauma issues such as osteoporosis, pregnancy complications an...

Financial planning

06 Oct

ASIC grants dollar disclosure relief

The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...