Monthly Archives: July 2020

The Rise of ESG Investing

The Rise of Environmental, Social and Governance (ESG) Investing

Dominic O’Regan Environmental, Social, and Governance (ESG) is an approach to sustainable investing that drives positive environmental, social, and corporate responsibility outcomes, alongside financial results. ESG investing achieves this through consideration of the three ESG factors, along with taking…

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Is Superannuation Tax Deductible

Is Superannuation Advice Tax Deductible?

Typically speaking, financial advice related to superannuation is not an eligible tax deduction for your assessable income outside of your superannuation and cannot be stated on your tax return. However, financial advice fees outside of superannuation can be tax…

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Carrying forward concessional contributions caps

Carrying forward the concessional cap

In May 2016, a measure known as the ‘carry forward’ rule was introduced by the Government, allowing individuals to carry forward their unused concessional contributions (‘CC’) cap from previous financial years to a later year as part of the…

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Consumer confidence back to pre-COVID levels

Consumer confidence back to pre-COVID levels

Australian consumer confidence is back to its pre-COVID levels, but not back its overall high point, according to analysis from AMP Capital.Consumer confidence rose again during June by 6.3%, but remained negative with an index reading of 93.7, below…

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Insurance in super is your cover adequate

Insurance in super – is your cover adequate?

Often, we speak with clients who assumed they have an adequate level of cover in their Super policy, only to be unpleasantly surprised. Today, Financial Adviser Michael Finn will be taking you through a couple of examples to demonstrate…

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