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 […]
Read MoreCoke, Recycling & Super
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 […]
Read MoreIt pays to be Green! Australian Ethical wins another award
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 […]
Read MoreInvesting in Renewable Energy
You want to invest in renewable energy, but aren’t sure where to start? You see sustainable investments as a future growth area for investment returns, but don’t want to take a high level of risk? If you answered yes, you’re similar to many of our clients! In today’s rapidly changing world of renewable energy development, we often hear […]
Read MoreClimate change concerns for Australian Investors
The impacts of climate change on companies’ supply chains, natural resources, operations and key infrastructure are expected to worsen as a result of increasing temperatures, changing weather patterns, and more frequent and intense droughts, floods and storms. Virtually every sector faces climate risks and opportunities, and investors can’t afford for those risks to remain opaque. […]
Read MoreWhy GESB Super Members are leaving after March 30, 2012
GESB Super members are queuing up to leave the fund after 30 March, 2012. Are you one of them? From 30 March, 2012, GESB’s 320,000 members will have choice of super fund – a right that other Australians have had since 2005. Howard Rosario, Chief Executive of the fund, has been quoted as saying he […]
Read MoreSuper Secrets Unmasked: Breakthrough on Disclosure for Super funds
In breaking news today, ASIC Chairman Greg Medcraft has had an amazing insight: investors actually want to know where their money is invested!!! See: http://www.afr.com/p/national/super_secrets_unmasked_wZwYJwpcpVui15DWhY4BtJ Let’s not be concerned that Mr Medcraft is claiming an idea that Responsible Investment Advisers (such as ourselves) have been raising for decades. The fact is that this is a necessary […]
Read MoreJulia Gillard: a not so hidden agenda on Superannuation?
Although we do our best not to comment on politics (!), this one can’t escape my incredulity. Check out this article by Mike Taylor of Money Management: http://www.moneymanagement.com.au/news/superannuation-bungle-shows-gillards-hand Not a good look when the Australian Prime Minister addresses a group as “comrades”! Julia Gillard’s Socialist background has been well documented, so I won’t detail it here, […]
Read More