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News Blog


All the latest news and information relating to Ethical Investment, Superannuation, Tax Planning and much more.


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Meeting with Bear Grylls of Man vs Wild

Posted on  14 Nov 2011  by  James Baird  in  News

Bear Grylls is an inspirational guy – he climbed Everest at age 23, after having suffered a broken back 18 months earlier. He talked about his motivation to succeed and working harder than the next bloke….but above all else, preparedness. In short, he says that being prepared is the most important thing to give you confidence in the wild. […]

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Jules attends UK Ethical Investment Week #2: Occupy London

Posted on  11 Nov 2011  by  James Baird  in  Ethical/ RI, Events, News

Interestingly, on my way into St Paul’s Cathedral the ‘Occupy London’ protest was raging outside on the streets. It was ironic that we were meeting for ethical and sustainable investing on the inside – it would have been wonderful to have some more engagement with the two parties who it would seem have a similar ideology. […]

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Jules attends UK Ethical Investment Week #1: Blood & Gore

Posted on  10 Nov 2011  by  James Baird  in  Ethical/ RI, for Women, News

After jetsetting to Europe I have touched down in Perth, returning from an inspirational week in London for National Ethical Investment Week (NEIW). As a part of the event I was invited to attend a Reception at the House of Commons, hosted by Hugh Bayley MP and the UK Social Investment Forum (UKSIF). Others who attended […]

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Australian Ethical visit: Coal Seam Gas divestment

Posted on  27 Oct 2011  by  James Baird  in  Ethical/ RI, News

We were fortunate to be able to visit Australian Ethical Investments’ Canberra office a couple of weeks ago. We also checked out a couple of Canberra commercial properties that they’ve recently invested in. Australian Ethical occupies Trevor Pearcey House, a building which they  purchased and then renovated in order to achieve a ’6 Star’ Green rating (see: http://australianethical.com.au/files/documents/other/Trevor_Pearcey_House_facts_and_figures.pdf). In […]

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Julia Gillard: a not so hidden agenda on Superannuation?

Posted on  25 Oct 2011  by  James Baird  in  News, 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, […]

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Q&A: Perpetual’s Ethical SRI fund & the UN Principles for Responsible Investment

Posted on  24 Oct 2011  by  James Baird  in  Ethical/ RI, News

Following a recent review by Standard & Poor’s, Perpetual’s Ethical SRI Fund maintained its ‘4 star’ rating. Highlights from Standard & Poor’s  Sep 2011 report include: ‘We still regard this fund as an attractive, true-to-label offering in the ethical/SRI Australian equities peer group.’ ‘We remain comfortable with the strength of Perpetual’s experienced team and its robust and […]

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Julianna Baird Nominated for National Women’s Financial Advice Award

Posted on  7 Sep 2011  by  James Baird  in  for Women

JULIANNA BAIRD Nominated for National Women’s Financial Advice Award Julianna Baird financial adviser at JustInvest Financial Planning has been nominated for the 2011 Female Excellence in Advice Award (www.afafemaleadvice.com). This Award recognises professional excellence and outstanding work in addressing the particular issues faced by many women in achieving financial security now and in the future.  […]

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Compare the Pair

Posted on  15 Aug 2011  by  James Baird  in  News, Retirement, Superannuation

When talking about financial advice, it all comes down to price – particularly when talking about your super fund fees. Or does it? Do you drive the cheapest car you can find? Eat the cheapest fast food? Live in the cheapest house? For most people, probably not – you make decisions based on the benefits […]

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