SUPERANNUATION

INSIGHTS, TRENDS AND CASE STUDIES

Socially responsible investing (SRI) means integrating non-financial factors – such as ethical, social or environmental concerns – into the investment process with the aim of earning both a financial return and a moral ‘return’.

With far-reaching changes to super just around the corner, business owners need to understand what they will mean to them – before July 1.

On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.

Now is the time to consider what action to take.

Steve Lambert, EGM Capital Financing, explains, innovation and volatility again dominated 2016. Markets were challenged by social, political and economic events which brought about new opportunities for our customers. We delivered insights and solutions to help them face into the increasing environment of disruption and regulation.

As Australia’s population ages and ‘baby boomer’ retirements head toward their zenith in 2025, a discussion on the Retirement Risk Zone, that is the 10 years leading to retirement, is timely.

This is the sixth in a series of reports prepared by the Australian Centre for Financial Studies for National Australia Bank aimed at explaining the potential role of corporate bonds in retail investor portfolios and promoting growth of the corporate bond market.

The concept of assessing a company’s quality gained popularity after the collapse of the tech bubble of 2001. Here we explore the quantitative and qualitative measures implemented to determine quality investments.

Read the significant changes to superannuation in the 2016 Federal Budget analysis.

Tom Elliott deemed this as a budget that’s ‘fantastic’ for companies. See what else he has to say about the outcomes of the 2016 Federal Budget.

Treasurer Scott Morrison has handed down his first Federal Budget—the Coalition Government’s third. The winners are low and middle income earners and small business owners.

NAB joins with the Australian Centre for Financial Studies to launch their report ‘Improving access to the Corporate Bond market for retail investors’ which assesses where the market currently is, the factors affecting its growth, and the impediments to connecting investors and issuers.

If you’re thinking of buying an investment property, financial commentator Peter Switzer explains what’s involved in property investment through Self-Managed Super and the key advantages and limitations to consider before making a decision.

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