Questions raised about ‘systemic bias towards in-house products’ at institutional licensees (in CBA Bank and AMP). As Aleks Vickovich (ifa.com.au) reports, whistleblowers have been lifting the lid on sales incentives in the current Senate inquiry. JustInvest is a family business, licensed via Sentry Financial Services (not a bank). We own our business, so we don’t get bonuses based on […]
Read More$600k plus pay packets for ‘Not for Profit’ Industry Super fund CEOs…Compare The Pair!
Once again we’re getting bombarded with advertising from industry super funds. How do they pay for advertising if all profits go to members? Of course, we’re told that this advertising serves ‘to benefit members’. But what about CEO & Executive pay packets – do they benefit members too? AustralianSuper chief executive Ian Silk received $564,456 […]
Read MoreFelix Stephen & Wine Tasting Mon 17th Feb
We would like to invite you to a briefing by Felix Stephen – the highly respected Manager of Investment Strategy and Research at Advance/BT. Felix is a Sydney based Economist who will give his thoughts on the market for this year and beyond. We would like to extend an invitation to our clients to attend […]
Read MoreInvestor concern drives fossil fuel divestment research
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 […]
Read MoreGESB Super – Advice from the Experts
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 […]
Read MoreRetirement Savings Can Last a Lifetime – Annuities
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 […]
Read MoreIndustry Super ‘Compare the Pair’ ads: Unethical?
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 […]
Read MoreChasing Ice Movie Screening – Perth, 29th Oct
Come to our ‘Chasing Ice’ Movie Screening: 29th Oct, 5.45pm for a 6pm start – it’s free! Theatre, State Library of WA, 25 Francis St, Perth (SW clients: Dunsborough screening to follow!) Chasing Ice – Official Trailer The film follows photographer James Balog, who founded the Extreme Ice Survey, the most wide-ranging ground-based photographic study […]
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