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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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How we select Ethical Investments

Posted on  1 Feb 2021  by  James Baird  in  Ethical/ RI, News, Superannuation

Dramatic weather events such as the horrific bushfires last summer in Australia’s east coast have combined with record global temperatures, coral reef bleaching and other environmental issues to drive investors towards ethical investment, particularly in relation to exiting fossil fuels. In addition, 2020 saw the arrival of the Covid-19 pandemic and investment in healthcare to […]

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Income Protection Insurance – Upcoming changes in 2021

Posted on  29 Jan 2021  by  James Baird  in  News, Risk Insurance

Income protection has been available in Australia for over 30 years and is designed to pay you a monthly benefit (usually up to 75% of your income) to help you cope financially when your income has stopped temporarily due to an accident or illness. Over time, the range of benefits and features offered through income protection […]

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Top 5 Environmental Films: Ethical Investment Week 2020

Posted on  26 Oct 2020  by  James Baird  in  News

“It’s crazy that our banks and pensions are investing in fossil fuels, when these are the very thing that are jeopardizing the future that we are saving for. A renewable future will be full of benefits”  Sir David Attenborough ‘A Life on Our Planet’.  Sir David Attenborough highlights the link between ethical investment and a […]

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Saving ‘Planet A’ with your Super Event

Posted on  19 Oct 2020  by  James Baird  in  Ethical/ RI, Events

Thursday 29 October, 9am WST Practical advice for aligning your super with your values Do you know if your retirement savings are helping to fuel climate change or the destruction of our environment? Are you keen to find out more about ethical and responsible super but unsure where to begin and what to look out […]

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Spotlight on Engagement: Encouraging Companies to Manage ESG Risks

Posted on  16 Sep 2020  by  James Baird  in  Ethical/ RI, News

“We believe it is in the interest of our investors that we engage with our investee companies to minimise risks, protect and enhance shareholder value, promote greater transparency on ESG issues, and encourage companies and issuers to develop and become more resilient over time” Impax Engagement Report 2020, BNP Paribas Asset Management  ngagement, by definition, […]

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A Cautionary Tale: Super Funds..sometimes you get what you pay for!

Posted on  9 Sep 2020  by  James Baird  in  News, Retirement, Superannuation

Whilst we don’t often comment on individual cases, I feel compelled to write about a shocking experience that a family member of mine recently had with her large Industry Super Fund (to prevent bias, we won’t name the fund in this case). She was due to receive a ‘Death Benefit Pension‘ from her late husband. […]

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Risk Insurance for Health Workers: Covid-19

Posted on  14 May 2020  by  James Baird  in  News, Risk Insurance

Good news for frontline health workers – in a recent statement, the Financial Services Council announced it had obtained “a commitment on behalf of participating life insurance FSC member companies” to ensure that frontline workers were not prevented from obtaining life cover because of their exposure to coronavirus, including those who had applied for cover after […]

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Combating COVID-19 through Impact Investment

Posted on  6 May 2020  by  James Baird  in  Ethical/ RI, News

Even in the midst of the current pandemic, there are reasons to be positive. We are communicating to our clients the positive impact that their investments are having in the fight against COVID-19.  A number of our healthcare holdings have been critical to the response to this crisis. These have played a central role in […]

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