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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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Top 5 Investment Themes for 2018

Posted on  2 Feb 2018  by  James Baird  in  News

Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of a range of natural disasters. So what should they consider in 2018? Here are BT’s  top 5 themes. 1.     Synchronised global economic growth Not since 2010 have we seen coordinated economic […]

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Responsible Investment Benchmark Report 2017

Posted on  22 Dec 2017  by  James Baird  in  Ethical/ RI, News

RIAA’s Responsible Investment Benchmark 2017 showed that once again, Ethical Investment in Australia is growing rapidly, and delivering on performance.  RESPONSIBLE INVESTMENT ON THE RISE This year’s report reinforces that a responsible approach to investing – one that systematically considers environmental, social and governance(ESG) and/or ethical factors across the entire portfolio – is the expected […]

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Letter to the Editor: The West Australian – ‘Sustainable Investment’

Posted on  23 Nov 2017  by  James Baird  in  Ethical/ RI, News

Re: ‘Retirees’ Voice: Sustainable Investment a hit with many Retirees’ 16/11/17 (see: retirees-voice-lean-green-superannuation-the-popular-choice-for-retirement-savings) Regarding the ‘Retiree’s Voice’ statistic that more than 70% of respondents think that sustainable & ethical investment is important. Referring to so called ‘sinful stocks’ is an outdated practice, both in Australia and globally, due to the wide range of research confirming […]

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It’s Ethical Investment Week 2017: ‘Make An Impact’ 8-14 Oct

Posted on  9 Oct 2017  by  James Baird  in  Ethical/ RI, Events, News

The theme of Ethical Investment Week 2017 is ‘Make An Impact’. It’s all about making a positive difference with your investments! Impact investing is generally defined as “investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return” We are highlighting new developments in the field […]

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‘A Plastic Ocean’ FREE Film Screening: an Ethical Investment Week 2017 Event

Posted on  16 Sep 2017  by  James Baird  in  Ethical/ RI, Events, News

You are invited to our FILM SCREENING: Wednesday October 11th, Central Park Theatrette, Perth: ‘A Plastic Ocean’, the much anticipated documentary comes to Perth as part of Ethical Investment Week 2017. Come along and bring a friend! RSVP:  https://aplasticoceanperthscreening.eventbrite.com.au A PLASTIC OCEAN shows the crisis facing our ocean from our disposable lifestyle. An international team […]

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Super: Personal Deductible Contribution Changes from 1 July 2017

Posted on  30 Jun 2017  by  James Baird  in  News, Superannuation

From 1 July 2017, anyone who is eligible to make voluntary super contributions will also be eligible to make personal concessional (tax-deductible) contributions. This is a major change from the existing rules. Under current rules, the ability to make personal concessional contributions is limited to people who: have not ‘done anything’ to be considered an […]

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Australians’ dangerous delay in retirement planning

Posted on  24 Mar 2017  by  James Baird  in  News, Retirement, Superannuation

By Glenn Freeman, Morningstar’s Senior Editor: 20/03/17 A new study assessing the retirement readiness of Australians shows a worrying lack of planning and an over-reliance on products, at the expense of expert advice. In a survey of just under 7,000 people, 44 per cent of respondents indicated they feel prepared for retirement, with this figure down […]

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The WA Health, Energy & Climate Change Symposium

Posted on  21 Feb 2017  by  James Baird  in  Ethical/ RI, Events, News

The WA Health, Energy and Climate Change Symposium is a one day event on Saturday 25th Feb 2017, which aims to bring together health professionals, students and members of the wider communtiy to be educated and empowered by some of Australia’s most prestigious speakers in the areas of health, renewable energy and climate change. James […]

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