The Barefoot Investor has hit the nail on the head with his easy to read financial explanations for Australians. A ‘must read’ for those wanting to understand their finances, including strategies covering Superannuation, Investment Properties, household cashflow and budgeting, as well as a range of other areas. One recommendation that Scott Pape makes is to […]
Read MoreWondering about long term interest rate trends?
This research goes back 700 years! (Spoiler: the all-time real rate average stands at 4.78% and the 200-year real rate average stands at 2.6%) Interesting reading….highlighting that even if it doesn’t feel like it, history repeats itself. Global-real-interest-rates-since-1311-renaissance-roots-and-rapid-reversals/
Read MoreTop 5 Investment Themes for 2018
Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of a range of natural disasters. So what should they consider in 2018? Here are BT’s top 5 themes. 1. Synchronised global economic growth Not since 2010 have we seen coordinated economic […]
Read MoreResponsible Investment Benchmark Report 2017
RIAA’s Responsible Investment Benchmark 2017 showed that once again, Ethical Investment in Australia is growing rapidly, and delivering on performance. RESPONSIBLE INVESTMENT ON THE RISE This year’s report reinforces that a responsible approach to investing – one that systematically considers environmental, social and governance(ESG) and/or ethical factors across the entire portfolio – is the expected […]
Read MoreLetter to the Editor: The West Australian – ‘Sustainable Investment’
Re: ‘Retirees’ Voice: Sustainable Investment a hit with many Retirees’ 16/11/17 (see: retirees-voice-lean-green-superannuation-the-popular-choice-for-retirement-savings) Regarding the ‘Retiree’s Voice’ statistic that more than 70% of respondents think that sustainable & ethical investment is important. Referring to so called ‘sinful stocks’ is an outdated practice, both in Australia and globally, due to the wide range of research confirming […]
Read MoreIt’s Ethical Investment Week 2017: ‘Make An Impact’ 8-14 Oct
The theme of Ethical Investment Week 2017 is ‘Make An Impact’. It’s all about making a positive difference with your investments! Impact investing is generally defined as “investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return” We are highlighting new developments in the field […]
Read More‘A Plastic Ocean’ FREE Film Screening: an Ethical Investment Week 2017 Event
You are invited to our FILM SCREENING: Wednesday October 11th, Central Park Theatrette, Perth: ‘A Plastic Ocean’, the much anticipated documentary comes to Perth as part of Ethical Investment Week 2017. Come along and bring a friend! RSVP: https://aplasticoceanperthscreening.eventbrite.com.au A PLASTIC OCEAN shows the crisis facing our ocean from our disposable lifestyle. An international team […]
Read MoreSuper: Personal Deductible Contribution Changes from 1 July 2017
From 1 July 2017, anyone who is eligible to make voluntary super contributions will also be eligible to make personal concessional (tax-deductible) contributions. This is a major change from the existing rules. Under current rules, the ability to make personal concessional contributions is limited to people who: have not ‘done anything’ to be considered an […]
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