How to turn Sustainable Development Goals (SDGs) into investment opportunities

The Sustainable Development Goals (SDGs) were set up in 2015 by the United Nations general assembly and aim to create a better world for all by 2030.

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Changes to income protection insurance: will you be affected?

The Australian Prudential Regulation Authority (APRA), the regulator for life insurers, has imposed changes to Income Protection insurance from 1 October 2021 in response to substantial ongoing losses for insurance companies offering income protection insurance.

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Do you need a Director Identification Number?

As a part of an Australian government initiative to streamline various ASIC registers, directors of companies will soon have to enrol in the Director Identification Number regime.

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Economic update: living with COVID-19

Over the past few months, global markets have been buoyed by the news of improved company earnings, ongoing low interest rates and the anticipation that easing of lockdown restrictions will further improve consumer demand and economic recovery.

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Diversification: reducing risk or reducing returns?

While diversifying your portfolio may sound sensible in theory, does it only really serve to reduce your returns? Our Executive Director John McIlroy takes a look.

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Home care: staying in your home for as long as you can

For many people, the thought of moving into a nursing home isn’t a particularly enticing prospect.

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Crystal Wealth Partners named as finalist in two national award categories

We were honoured to reach the final in two prestigious award categories last month.

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Holding pattern: recovery uncertainty fuels investment waiting game

The equity and property markets have generated strong returns over the last one to two years to June 2021, however with COVID-19 still impacting global economies, is it realistic to expect those high levels of returns to continue?

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What to do with your finances when you’re not able to travel

With Australia’s national borders having been locked down and domestic borders being slammed shut at a moment’s notice, travel has been off the agenda for the majority of us for the past 18 months.

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Four tips to get the new financial year off to a good start

The start of a new financial year is a great time to take stock of your finances. Here, our Executive Director John McIlroy shares his four tips for starting the new financial year on the front foot.

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