Investors in Australia and around the world are increasingly aware of how certain business practices may affect the environment and how those practices may impact on future generations. As a result, many individuals and institutions are asking how they can align their investment decisions with their views on sustainable development, which the United Nations describes [...]
Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving [...]
Environmental, social and governance - ESG - refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. These criteria help to better determine the future financial performance of companies (return and risk). ESG concerns are vast, and the list below represents the core areas [...]
Whether considering options for yourself or deciding how best to help someone close to you, aged care is a complex area and requires careful thought. The uncertainty surrounding where to move, how much it will cost and where the money will come from can be overwhelming and stressful. We recommend speaking to a financial adviser [...]
These Aged Care frequently asked questions will help provide some answers, however if we can help you further, please contact our Aged Care Professional, Jeanette O'Connor, for more information if you or a family member is considering moving into an Aged Care Facility. Helpful, related links on Aged Care also appear at the end of [...]
