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Australian Ethical

2022 Sustainability Report

In this year's report we demonstrate how our advocacy, investments, climate action, community support and people and culture initiatives are critical for both our future business success and the future of our planet.

Australian Ethical Sustainability Report for 2021

Australian Ethical has expanded its reporting to take a deeper look at its advocacy initiatives, climate action, alignment to the UN Sustainable Development Goals (SDGs), community support and people and culture highlights.

2020 Australian Ethical Sustainability Report

Australian Ethical has expanded its reporting to take a deeper look at its advocacy initiatives, climate action, alignment to the UN Sustainable Development Goals (SDGs), community support and people and culture highlights.

Ethical investing: the choice for a better world

Australian Ethical is a leader in ethical investing and has been helping people invest in a better future for over 30 years.

Sustainability Report - making it real 2018

Over half of Australia’s investments now being invested through some form of RI strategy, but consumers must be vigilant to ensure ‘green’ marketing slogans are matched by a rigorous and responsible approach to investing.

Latest Updates

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Retirement

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Superannuation

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

Retirement

We tend to spend less in retirement …

Studies show that a drop in expendure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Shares

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

Property

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Investment strategies

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

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Disclaimer
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