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Category Archive for: ‘Superannuation’

Investor concern drives fossil fuel divestment research

Posted on  29 Jan 2014  by  James Baird  in  Ethical/ RI, News, Superannuation

Interesting options for dealing with fossil fuel investments….report from Ross Kendall at www.ethicalinvestor.com.au The portfolio risk from stranded, or rapidly depreciating, fossil fuel-based assets is the big question for the year according to Michael Salvatico MSCI ESG resercher, and the basis of an updated paper comparing the cost of different investment responses.MSCI’s ESG issue brief […]

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GESB Super – Advice from the Experts

Posted on  11 Nov 2013  by  James Baird  in  News, Retirement, Superannuation

  Many West Australians have worked in the public service at some stage in their career. Therefore, many people approach us with questions about their GESB Super – especially now that GESB have closed their Financial Planning division. See www.superreview.com.au/news/financial-advice/gesb-financial-advice-closes-up-shop The good news is that James and Julianna Baird at JustInvest are GESB Experts, having advised […]

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Retirement Savings Can Last a Lifetime – Annuities

Posted on  11 Nov 2013  by  James Baird  in  News, Retirement, Superannuation

When you retire, the bills keep coming in but a regular pay cheque doesn’t. An annuity can pay you guaranteed, monthly income which can keep pace with inflation, if you choose, and is tax-free if you’re over 60 and investing your super money. Also, Annuities can help you access or increase your seniors benefits like the Age […]

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Industry Super ‘Compare the Pair’ ads: Unethical?

Posted on  11 Nov 2013  by  James Baird  in  News, Superannuation

We get a lot of questions about the ‘Compare the Pair’ advertising blitz that Industry Super funds have run in the media (particularly on prime time TV) in recent years…”Are industry funds cheap?”, “Am I in an Industry Fund?”,  “How much will I save in fees?”. The question we ask: “Are these ads unethical?”. It’s […]

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Retirement Planning: How to get the best results

Posted on  11 Sep 2013  by  James Baird  in  News, Retirement, Superannuation

When keeping fit, it’s generally accepted that Personal Training gets results. Why? A trainer will focus on: Achieving your goals to the best of your ability Accelerating your progress Educating and mentoring you along the way Seeking advice from a Financial Planner is no different. Having someone guide your journey into retirement removes the stress of […]

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SMSF Trustees: You Must Review Your Insurance Needs

Posted on  19 Aug 2013  by  James Baird  in  News, Retirement, Risk Insurance, Superannuation

    Given the complexities of holding insurance cover through superannuation, the introduction of new regulations (SIS Regulation 4.09, effective from 2012/13 onwards) creates a need for many SMSF Trustees to review their insurance needs.  Recent changes to the Superannuation Industry Supervision (SIS) Regulations have widened the scope of SMSF investment strategy considerations. This was […]

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Coke, Recycling & Super

Posted on  25 Jun 2013  by  James Baird  in  Ethical/ RI, News, Superannuation

The TV ad Coke doesn’t want you to see: over 1.3m views on YouTube so far! https://www.youtube.com/watch?feature=player_embedded&v=Q7Uxaw6YoRw  How does this relate to your superannuation? Well, do you want to support this company? You may already – by investing in Coca Cola with your super portfolio. For example, Unisuper’s ‘Australian Equity Income’ fund invests in Coke: http://www.unisuper.com.au/investments/investment-options-and-performance/super-performance-and-option-holdings/australian-equity-income […]

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It pays to be Green! Australian Ethical wins another award

Posted on  30 Oct 2012  by  James Baird  in  Ethical/ RI, News, Superannuation

22% return in 12 months, lower fees and better insurance will get you noticed – Australia’s greenest fund has been recognised as its most exciting one too! From Australian Ethical  (www.australianethical.com.au): Australian Ethical Super won the Rising Star award at SuperRatings Fund of the Year awards in Melbourne last night. The award recognises Australian Ethical’s significant product changes […]

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