Your Wealth

How to do good and make money

Often charity and investing are seen as mutually exclusive – either you’re making money for yourself, or you’re helping others. Increasingly though, investment professionals have been trying to find a way to have a greater impact with their money.

Future Generation invests with some of the most successful fund managers in the country – and gets their services for free. In this podcast, CEO Louise Walsh explains:

• How impact investing differs from ethical investing,
• How some of Australia’s best investors are choosing to do more with their wealth
• What impact donations are having on the not for profit sector, and
• How to generate above benchmark returns with multiple objectives.

For your diary: Every year, nabtrade hosts its annual Charity Trading Day, where 100% of all brokerage is given to a chosen charity. This year, Charity Trading Day will be held on Thursday 26 November – charity partner to be announced shortly.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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Pre 30 June strategies to save tax and build wealth

The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.

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