Craig Phillips

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Financial planning

16 Jul

Advisers jailed for tax fraud

Three advisers to a tax-minimisation scheme have been jailed in the West Australian Supreme Court for five years each for attempted tax fraud of around $26 million....

People & Products

15 Jul

Goldman Sachs JBWere AM head to depart

GOLDMAN Sachs JBWere has flattened the executive reporting lines of its asset management arm resulting in the imminent departure of the business unit’s chief executive of...

Financial planning

15 Jul

FuturePlus and Chifley end dispute

Affiliated dealer groups FuturePlus and Chifley Financial Services have resolved an ongoing dispute with advisers by withdrawing a 12-page commercial agreement the latter...

Financial planning

15 Jul

Centrestone launches lending business

Boutique financial planning group Centrestone Wealth Advisory Group has confirmed its push into the lending advice space, with the launch of Centrestone Lending Advisers....

Financial planning

15 Jul

Skandia new strategy arm considers growth

Skandia is looking to expand its presence in the Australian market by creating a new ‘strategy’ division to consider enhancing its product range to include growth pension...

Funds management

15 Jul

Hedge funds must end enigmatic mentality

Hedge fund managers have been called on to raise their industry profile and dispel the perception of secrecy that surrounds them if they intend to move into and remain in...

Financial planning

14 Jul

Mercer continues hiring campaign

Mercer Wealth Solutions is continuing to steadily grow its professional ranks with the appointment of a head of business development for New South Wales and Queensland to...

Financial planning

14 Jul

Vanguard expansion to target advisers

Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...

Financial planning

14 Jul

Members urged to look before they leap

Superannuation fund members opting to remain in employer sponsored funds, despite now having the freedom to transfer to other funds, stand to retire with up to 34 per cen...

Financial planning

13 Jul

Government acknowledges FSR flaws

The Federal Government has acknowledged inherent flaws within the new Financial Services Reform regime are largely due to the legislation being principle-based rather tha...